Where possible, it’s a good plan to have successors across the board prepared for next steps...Take a look at their current job descriptions about accountability so that you can clearly and fairly evaluate these individuals
When I worked at Merrill Lynch, a mentor, Steve Bernardy, told me, " Our job as financial advisors is not to make our clients rich, our job is to keep them rich. It's their job to accumulate the wealth ."
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Be a leader in your profession – consider serving on the 2020 FPA Board of Directors Would you like to make a difference in your profession? Put your skills and passion to work—be a leader—submit your name as a candidate for the FPA Board of Directors. The board is the driving force behind FPA’s vision to be the professional membership association for the financial planning community and CFP® professionals. Contact Board@OneFPA.org to receive a board nomination package
Do you have questions that you would like to share with FPA's Board of Directors? Or an idea that you think would benefit FPA?
During our recent Strategic Planning Meeting with all of the FPA chapters with Florida represented, we agreed we needed a place for discussions and collaboration between the FPA of FL board members (14), the 9 FPA Chapters' leadership (48), and the members associated with the chapters within Florida (1200+)
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Where to save depending on goal (i.e. savings account, IRA, etc) b. First job i...Paying for school (tuition, books, room & board) a
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It’s important that the trustee and the person hiring such an individual understand that trusteeship is not a quick or simple job. This position requires energy, common sense, and willingness to focus on the finer details
If anyone in the group has any suggestions for a location and/or hot topics to discuss please feel free to post your ideas to our discussion board. There were quite a few interesting topics brought up at Gathering and I'd be happy to share my experience with everyone as well
Good morning fellow planners: Members of your board of directors have spent the weekend in Denver to learn how to better serve our members and to help the financial planning profession grow and become more relevant in the overal financial landscape
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