This panel through TD Ameritrade Institutional with Charesse J Hagan, Kelli Cruz, and Heather Fortner offers fascinating insight on how non-advisor roles in the financial planning profession are evolving – and why they’re important.
Patrick Brewer, CFA, CPA, founder of SurePath Wealth Management and Brewer Consulting, has found his passion in helping other planners learn to market themselves. Patrick helps other planners to find their voice, connect with their ideal clients, and advocating for young planners who are ready to make a name for themselves.
Adam Kornegay, of Pathfinder Strategic Solutions and one of the people behind FPA’s new Coaches Corner, wants to help advisors communicate their value and move past the financial “lingo” to tell their story and actually connect with their ideal clients.
Five years after founding Strategic Financial Partners at 25 years old, Sten Morgan has built his financial planning firm $100M. Tune in to learn how he pushed past what was comfortable and challenged himself to grow, improve, and find a tremendous amount of success.
Andrew Sivertsen offers insight to young planners on how they can develop a career path, and how to consistently better themselves and focus on adding value to the lives of their clients.
Cheryl Holland discusses the foundation of her firm, Abacus Financial Planning – developing career paths and growing leadership skills in herself and her team members. She explores how new planners can define and follow a career path within their current firm to encourage growth.