ChalkTALK: Coaching on Another Level
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The COVID-19 pandemic had its myriad of reverberations, both corollary and tangential. Somewhere in that range lay the miracle of Zoom.
Perhaps the miracle was more in how it, in short order, became ubiquitous. Yes, there's something about Zoom that made it the pandemic-era conferencing app du jour.
For sure, Zoom made virtual pandemic contact, uh, easy peasy, as the saying goes. At FNA, it became an indispensable tool of the trade (pun taken but not intended). We next imagined how we could use it to add value to our client relationships. That's when what would in time become ChalkTALK got its start.
If you haven't checked in on it, ChalkTALK is our monthly, 30-minute live Zoom event that helps us maintain touch with our clients and keep them informed and equipped to manage the challenges of growing and preserving wealth. It's a great way to gain added access to our key professionals—that’s Joe and Bill (Randazzo and Matejka, respectively).
It's been said that a quality advisor brings value beyond investment returns. Like stress mitigation, improved discipline, and guidance to help keep outcomes aligned with goals.
ChalkTALK conforms to our brand, built on the principles and indispensable value of good coaching—striving to take you where you can't take yourself. It's become an important way to bring you to the board, analyze the game, and build discipline, courage, and confidence.
So why not check us out in April on the 14th? That's a Tuesday. If (somehow inexplicably) you can't, May 14 and June 11 are next in the queue. In fact, we have just about the whole year mapped out, which we'll be posting here in the very near future. Meantime, you can go to that same page and review some of the topics we covered so far this year, as well as in 2025, just to see what you've been missing. Then just let the FOMO wash over you and never miss another.
ChalkTALK saves time, builds learning, is must-see and politics-free. Lock it on your calendar—for now and forever!
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