In this ever-changing industry that we are a part of, there are certainly a fair number of challenges, but there are also many opportunities. In choosing to become an independent advisor, you have a passion for doing what is best for your clients, and more than likely, you have an entrepreneurial spirit when it comes to growing your book of business.
Fragasso wants to tap into that entrepreneurial mindset and talk about how advisors today are getting ahead. “One Cup” with Bob Fragasso is a virtual meeting series with like-minded advisors from different geographic areas who are focused on growth and providing their clients with exceptional service and expertise. The idea is during the time it takes to drink one cup of coffee (a new brew will be selected and mailed to you before each meeting), this group will focus on a specific growth strategy. A keynote speaker will deliver a brief presentation on this strategy, and then open it up to the group for questions and shared experiences.
Participants will receive educational content related to each session topic, for example, a copy of Bob Fragasso’s most recent book, Starting Your Own Practice: The Independence Guide for Professional Service Providers.
There will be four sessions in 2022 covering the following topics:
1. Create Sustainable Practice Growth with the Right Mindset and Habits
2. Master Technology or Be Defeated by It
3. Overcome Obstacles Limiting Your Success
4. Discover Independence with the Right Resources
Advisors who are interested in becoming part of this roundtable should complete the form on this webpage. There will be a limited number of participants to ensure an engaging conversation, so don’t delay!
ABOUT THE HOST:
Robert Fragasso, CFP Board Emeritus®
Chairman and Chief Executive Officer
About the host: Bob Fragasso, CFP Board Emeritus®, is a Barron’s Hall of Fame Advisor who started as a sole practitioner in 1972.1 In 1996, he transitioned the organization to an independent broker/dealer and became registered as an investment advisor in 1996. The Fragasso Group, Inc. began operating under the name Fragasso Financial Advisors, Inc. in 2007.
Under Bob’s leadership, the firm has grown to five locations, employs nearly a staff of 50 professionals, and has $2.1 billion assets under management and advisement. This growth is due to the processes and systems implemented over time to make the inner workings of the company extremely efficient, including rigorous investment management processes and personalized financial planning for each client devoid of proprietary product bias. Bob has put a highly evolved management team in place to provide unparalleled quality assurance and perpetuity for the firm.
Bob has shared his entrepreneurial wisdom in his book, Starting Your Own Practice: The Independence Guide for Professional Service Providers, John Wiley & Sons, 2020 and is frequently asked for his investment insights by local and national media. He has served many boards throughout his career and is currently involved with Animal Friends, Pennsylvania Economy League of Southwestern Pennsylvania, Charles Schwab Advisor Services Advisory Board and the Advisory Board of Duquesne University’s School of Business. He is a guest lecturer at Duquesne University Graduate School of Business and Western PA Region, Federal Bureau of Investigation.
In his 50th year in business, Bob facilitates this roundtable series which will focus on solutions for advisors who are facing practice growth challenges in today’s investment and financial planning industry.
1 Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted and judged by Barron’s. Key factors and criteria for each award include: assets under management, revenue produced for the firm, regulatory and compliance record and years of professional experience. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results from investment advisory services, nor should it be construed as a current or past endorsement of any of the firm’s clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers