Next Wave of Advice - Breakfast Meeting

  • 01 May 2024
  • 8:00 AM - 10:00 AM
  • Maggiano's, Cherry Hill, 2000 NJ-38 Suite 1180, Cherry Hill, NJ 08002


Registration is closed

Join us for a discussion about how you can apply the principles and practices of great coaching to differentiate yourself in a way that’s easy for clients to follow, and hard for others to compete with. In this session we hope to explore how to use financial coaching to improve client satisfaction and retention, and increase the financial professional’s influence over their client’s financial actions. Finally, we’ll share ideas for integrating this approach into your practice–which may be easier than you think.

About our speaker: Patrick Delaney

Patrick Delaney is a retirement insights leader for T. Rowe Price U.S. Intermediaries and a vice president of T. Rowe Price Investment Services, Inc. In his current role, he plays a key part to develop the firm's point of view and position on major topics and issues that impact the retirement industry-including plan design, demographic trends, target date and investment selection, financial wellness, and health care. He is a frequent speaker at client and industry events, and he serves as a retirement subject matter expert to recordkeepers, consultants, advisors, third-party administrators, and plan sponsors. Patrick has been with T. Rowe Price since 2000. He earned a B.A. in economics from Gettysburg College and is a Series 7 and 63 registered representative.

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