July 29 th, 2008 -Palm Beach's newest interactive forum, The Financial Focus Group of the Palm Beaches, held its first seminar on Tuesday at the Chamber of Commerce of the Palm Beaches building in West Palm Beach. The Financial Focus Group caters to financial advisors, RIA's, bankers, lawyers, wealth managers and others in the financial field. Their focus is primarily education, while enhancing and maintaining the image of local financial professionals. The group allows an array of financial professionals to get together to discuss relevant topics and build off of the knowledge of their peers, as well as exploring the synergies they have with each other.
Tuesday's guest speaker was Clifford Morris of Mirzam Holdings, LLC . Keeping in the spirit of the Financial Focus Group, Mr. Morris gave an unbiased yet captivating speech on the art of managing client expectations. First-hand anecdotal experiences and examples from his career added a personal touch to the topic. The Financial Focus Group had met their goal; as Mr. Morris had the complete attention of the room as he held an interactive speech for the professionals that gathered to gain a better understanding of maintaining client relationships. Mr. Justin Kam of National Compliance Services offered an introduction and side topic on the delicacies of SEC compliance in a highly regulated environment.
The next Financial Focus Group gathering will be held in October, and they are currently taking suggestions for new and exciting topics for upcoming seminars. If you are interested in joining, have an idea for a topic, or you are looking for more information on the group, please visit their website at www.financialfocusgroup.org