Virtual Planning – FPA DFW Seminar

2017 Quarter page flyer

Casey Kupper, CFP® joins Hannah Moore, CFP® for the February FPA DFW You’re a Financial Planner Now What Seminar Series. Casey and Hannah discuss how Virtual Planning is being used now and how it will impact the profession.

 

“The emotional intelligence.. I haven’t been to any conference where that has been talked about in the virtual world. Certainly that is a place that will get attention in the coming years.”

 

Thanks to everyone that came out and many thanks to the kind folks at Cadent Capital for hosting us!

 

Katie Brewer, CFP®

Good Financial Cents

Brittney Castro, CFP®

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THE VIRTUAL ADVISOR By XY Planning Network

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Sophia Bera, CFP®

Kitces.com – Advancing Knowledge in Financial Planning

FPA Retreat 2017

FPA NexGen Gathering

YAFPNW – Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II

FinCon: Where Money and Media Meet

 

Building Your Own Thing and Working with Family

Stephanie McCulloughStephanie McCullough of Sofia Financial sits down with Hannah to discuss the difficulties of working with your family. Stephanie was a career changer almost 20 years ago (before that she worked for the U.S. Department of Commerce in Washington, DC!) and today she works at the firm she founded. Her goal is to empower women to make wise financial decisions because everyone deserves quality, objective advice and excellent service.

“I can’t promise you any returns. I’m not a mutual fund family.”

The Kinder Institute of Life Planning

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The Most Important Profession in the 21st Century

Dick WagnerFor this week’s episode I sat down with Richard B. Wagner, JD, CFP® to discuss financial planning as a noble profession.  I should note: Dick has been a thought leader since the 1980s – when financial planning looked quite differently than it does today. He has served in leadership roles in the IAFP and the Institute of Certified Financial Planners and he has also served on countless committees and task forces including the CFP Board of Standards.

Dick has been one of the most influential voices throughout the decades and in 2003 he received the P. Kemp Fain Award. He has written several books on our profession (most recently Financial Planning 3.0) and one of his most influential pieces has challenged and inspired us for almost three decades.

Dick wrote “To Think Like a CFP” for the Journal of Financial Planning back in 1989 and today I’m excited to share my conversation with him about that pivotal moment with you.

hannah's signature

“I think it’s a shame that financial services companies believe [financial planning] is a great sales tool… rather than seeing it for all the spectacular abilities that it has and the spectacular needs that it must fill.”

Financial Planning 3.0: Evolving Our Relationships with Money

George Kinder of The Kinder Institute of Life Planning

Sudden Money Institute

Technology Solutions & Skills #fintech #worthdoing

Bill Bill WinterbergWinterberg, the founder of FPPad and one of the leading voices on technology in the financial planning profession, joins us today to discuss his career path, the life of an entrepreneur and the latest trends in technology. Bill shares openly about his journey, what he’s learned and why he has paused his weekly videos.

We also talk about how technology is changing the profession and what new advisors can do now to take advantage of those changes. Don’t miss it!

hannah's signature

“There are more and more technology solutions that advisors and planners can use in their businesses. The downside is, with more choices comes confusion about which is “best”. That often leads to paralysis by analysis.”

How to be Happy, Rich, and Save the World by Mr. Money Mustache

CaseyNeistat – YouTube

XYPlanning Network

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