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®

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Brittney Castro, CFP®

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THE VIRTUAL ADVISOR By XY Planning Network

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Sophia Bera, CFP®

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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

 

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!

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“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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