CFP Practitioner, Financial Planning Association, Podcasting, Time Management

Do you need a paraplanner?

Digital Marketing 4 Financial Planners · A Community of ParaplannersSimply Paraplanner makes the hiring ...

 Read More

Customer Journey, Digital Presence, Financial Planning 3.0, Financial Planning Association

FPA Retreat Presentation 2019

How your Digital Presence affects you clients, prospects and Financial Planning 3.0 This speech ...

 Read More

Digital Marketing, Financial Planning 3.0, Financial Planning Association, Practice Management, WorthLiving, Writings

Renewed from FPA NexGen

A few weeks ago, the profession’s brightest and boldest young planners gathered in Naperville, ...

 Read More

CFP Practitioner, Client Experience, Digital Marketing, eCourses, Emotional Intelligence, Financial Planning Association

E14 | How to be a Smart Financial Planner

This episode of Digital Marketing for Financial Planners comes to you from the other ...

 Read More

Financial Planning Association, Writings

FPA NexGen Gathering 2016

A storm descended on Dallas Texas this weekend.  110 of the brightest up and ...

 Read More