OasisLMS

Join Cecilia Fleming for a Conversation Circle to continue the discussion from the How to Get Clients From Social Media webinar. Bring your ideas, questions, and experiences as we discuss what is working, what is challenging, and how advisors can put these marketing strategies into practice.

Moderator: Cecilia Fleming, CFP®  
Kahler Financial Group

 

Cecilia is a Financial Planner based in Rapid City, South Dakota. She has combined her math mind with a passion of building relationships to help people discover and plan for their own financial independence. She finds joy and happiness in educating and walking alongside clients as they learn to maneuver through and eliminate financial obstacles. Outside of work, Cecilia gladly volunteers with the National Association of Personal Financial Advisors (NAPFA) Genesis, which aims to encourage growth and development in the next generation of the financial planning profession.

When she’s not running tax projections or providing financial planning analysis to clients, you can find her at a local brewery, hiking, or listening to local live music. 

Audience: Everyone

Thank you to our sponsor LLIS for supporting this Conversation Circle.

As part of our commitment to fostering open and honest dialogue, please be advised that recordings of Conversation Circles are strictly prohibited. This measure is in place to uphold the privacy and comfort of all participants. Additionally, we kindly request that attendees refrain from engaging in sales or promotion of products or services during the session.

Noncompliance with these guidelines may lead to removal from the session and from future NAPFA programs. Your cooperation in creating a respectful and conducive environment for discussion is greatly appreciated.