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We’re back with another in-person FPA DFW You’re a Financial Planner, Now What series session recording.  In the June session, Lynn McIntire from Cadent Capital joined Hannah Moore to discuss The Business of Financial Planning.

Thanks again to everyone that came out and many thanks to the kind folks at The Milestone Group and Bank of Texas Private Bank for hosting us!

hannah's signature

“You have to own and know why you chose financial planning. It has to be your reason and your story and there has to be a passion around it. Because this is not an easy business. It’s fraught will all kinds of risk. Compliance issues. Constant change. People’s lives and their livelihood and their emotions… It needs to be your story! It won’t resonate if it’s not yours!”

 

Mirror Mirror on the Wall Am I the Most Valued of Them All?

Strategic Acceleration: Succeed at the Speed of Life 

Traction: Get a Grip on Your Business

Entrepreneurial Operating System®

 Elizabeth Gilbert

The 7 Habits of Highly Effective People

 

Lynn’s Success Plan for 2001