Contributed by: Jeanette LoPiccolo, CRPC®
The Center Team recently attended the Raymond James National Conference for Professional Development in Orlando, Florida.
Melissa Joy, CFP®, on the far right of the panel.
Our Center’s own Melissa Joy spoke as a panelist for the session titled “Following the Career Path from Branch Professional to Financial Advisor.” Melissa and several of her co-panelists discussed their transitions from the client service role to financial planner. The panel’s discussion outlined available resources and educational opportunities for those who wish to chart their career path to the position of Financial Planner. The real life examples and life lessons that were shared were inspiring!
In addition to presentations centered on enhancing client service, the conference also provided us the opportunity to catch up on the latest industry standards as well as subjects of universal interest. Here are just a few of the sessions that we enjoyed:
“Seeing How We Think”– We learned about individual communication styles based on our strengths in the right, left, top and bottom of our brains.
“Cybersecurity: Threats and Solutions”– Ask us how Raymond James Investor Access dual authentication can help protect your online account.
“The Science of Happiness: Fred Luskin, Director, Stanford Forgiveness Projects” taught us to stop and check our perspective, then be sure to have fun!
After the first full day of educational sessions it was time for a little fun! Raymond James invited us to visit Universal Studios for a few hours Monday evening. Several of our Center Team Associates braved a roller coaster ride through the jungles of Jurassic Park. While at the Marvel Super Hero Island, Center Team Associates posed for photographs along side their favorite Comic book Heroes and Villains.
Each year almost the entire Center Team attends the Raymond James National Conference as a way for each individual to grow personally and professionally. This year was no exception. Our entire team had a blast meeting other Raymond James professionals as well as learning new tricks of the trade. We’re excited to see what next year has to offer!
Jeanette LoPiccolo, CRPC® is a Client Service Manager at Center for Financial Planning, Inc.®
Raymond James is not affiliated with Fred Luskin or the Stanford Forgiveness Projects.