Krista Sheets and Sarah Dale from FPA’s Coach’s Corner are here on this week’s episode of #YAFPNW to talk about how to combat a dysfunctional workplace and build a people-focused team.
Today’s article was submitted by Bryan Ruiz. Bryan is a planner in residence at Kahler Financial Group and active member of the Financial Planning Association! After failing and passing the CFP® exam, he shares his reflections on his struggle, his process, and lessons learned.
Did you pass the CFP® Exam this July? If so… it’s time to celebrate! You’ve truly proven yourself the last few months. You’ve studied for hundreds of hours, made sacrifices in order to take more practice tests, and battled the stress that comes with preparation for this once in a lifetime exam – and you’ve come out on the other side, successful!
This episode is brought to you by the many incredible voices of NexGen Gathering 2018 attendees. Ian Harvey, the FPA NexGen President, also joins us to share about the theme of NexGen Gathering and how we can together, as a larger financial planning movement, grow together.
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.