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.
One of the topics that came up was growing members businesses. To that end, I have a few questions.
1) Os your business growing?
2) What is your best tool or tactic for growing your business?
3) Would you welcome, or even expect that FPA can add value regarding growing your business?
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John Napolitano CFP®, CPA, PFS, MST
Chairman & CEO
U. S. Wealth Management, LLC
Braintree MA
United States
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