Join us for a story based podcast where we go back in time to the late 90s when the financial planning profession was abuzz with the possibility of something great (and at times unthinkable) that was about to happen. – the merging of professional organizations to create one professional membership organization.
Do you have a strategy for growing your practice based on human connections? Humans want to work with humans. That’s why Mike Byrnes promotes the idea of building a business growth strategy on a foundation of rock-solid relationships both with clients and with your fellow financial planners.
How would we be better off if we addressed the gender equality in our profession? In this episode, we’ll be exploring this, and many other questions about how we can address the gender gap in financial planning together.
LIVE at FPA Retreat 2018, we’re sitting down with a few of the industry’s most influential leaders to talk about the past, present, and future of the financial planning profession.
Whether you’re just starting out in a financial planning program, or almost at the finish line, these tips are sure to give you a big boost going into recruiting season.