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®

Lauren Greutman | Helping you enjoy life on a budget

THE VIRTUAL ADVISOR By XY Planning Network

Bob Veres – Inside Information

The CFP Board Spring 2017 Public Awareness Campaign Ads

RightCapital: Financial Planning Software

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

 

Episode 14 – A Firm Owner’s Perspective

Thomas E. Murphy, CFP®, AIF®This week’s guest is Thomas E. Murphy, CFP®, AIF®, the Chief Executive Officer at Murphy & Sylvest. He has kindly shared with us his insight into the financial aspects of running a firm and what young planners need to know from his perspective. Tom is an industry veteran of almost thirty years and active member of the FPA® – He’s a FPADFW regular and many of you have probably already met him.

 

The best way to prepare to become a firm owner is to start thinking like a firm owner today and Tom’s insight will definitely give you a jump start on that!

hannah's signature

 

“There’s a lot of difference between information on the internet and wisdom. Wisdom applies to that particular client and that particular client’s situation.”

 

XY Planning Network

FA Insight

Mark Tibergien