FPA of San Francisco retweeted
As CFP® pros, you have a unique opportunity to positively impact people's lives by empowering them to take charge of their finances. Let's use this month to promote financial literacy & raise awareness about the importance of financial planning. #CFPpro #FinancialLiteracyMonth
#FinancialLiteracyMonth starts next week—it’s a great opportunity to share your expertise & help people achieve their financial goals. Read my article on how personal finance education in schools can prepare students for financial independence: bit.ly/3m4XicV
@CFPBoard
FPA of San Francisco retweeted
What an honor to speak on a panel with these leaders @FPAofSF in December: @sandibragar @lostansell & @RedwoodGrove. It’s wonderful to be part of such a sharing and helpful community!
@YeskeBuie @AspiriantNews @JLFwealth #financialplanning
FPA of San Francisco retweeted
Congratulations to FFP Trustee and Immediate Past Chair Scott Kahan on receiving the @fpassociation's 2022 P. Kemp Fain Jr. Award! A well-deserved honor for his indelible impact on the financial planning profession. We are so proud of you, Scott! #fpaannual #PowerProBono
FPA of San Francisco retweeted
The Regional Strategic Planning Meeting for the Northern CA chapters is under way! @FPAofSF @FPASV @FPASFNexGen @FPAEastBay @fpassociation @FPANexGen
FPA of San Francisco retweeted
#FPAFarWest monthly returns of the S&P since 1926! 📈📉 – at Santa Cruz, CA
FPA of San Francisco retweeted
Join us for the August DEI Learning Series: A Portfolio Isn't the Only Thing Advisors Should Be Looking to Diversify where you'll learn the results of our survey and how to implement meaningful change in your practice.
Register: bit.ly/3zURDgg
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#fpa
FPA of San Francisco retweeted
Why do clients leave their advisor?
3 of the top 4 reasons have nothing to do with plans, portfolios, or technical knowledge...
FPA of San Francisco retweeted
Were you a VIP In-Person attendee at the 2022 FPA NorCal Conference? We’d love to hear from you.
Share your feedback by completing this survey: ecs.page.link/8EsMc
FPA of San Francisco retweeted
Our final #FPAFarWest session today is “Defined Benefit Plans: A Powerful Tax Strategy” with Philip Pirio (did you know he’s also an actor?!)
@fpassociation
#fintwit #definedbenefit #RetirementPlanning #taxplanning #financialplanning – at Santa Cruz, CA
FPA of San Francisco retweeted
Adviser tip:
Don’t ask “Why is money important to you?” (Can be heard as accusative)
Ask “What does money mean to you?” (Tactical empathy)
🤓
FPA of San Francisco retweeted
Happy Pride! This month, CFP Board and the Center for Financial Planning will highlight #CFPPros who identify as LGBTQ+ and those who work with LGBTQ+ clients to provide high-quality financial advice for their specific needs. #Center4FP
FPA of San Francisco retweeted
Be sure to follow your local chapter for updates relevant to your area!
Here are just a few to get you started:
@FPACharlotte
@FPA_Houston
@FPAMichigan
@FPAofSF
@FPANationalCap
#chapterspotlights
FPA of San Francisco retweeted
On Tuesday, December 14, MQ President Amy Mullen, CFP, and MQ Partner @Lexi_Olian joined @FPAofSF on a panel discussion around the Application of Psychology in Financial Planning.
Listen here: getpodcast.com/podcast/the-w…
#financialplanning #fpa #financiallifeplanning
FPA of San Francisco retweeted
All my @FPASFNexGen family tap in with me today! #EducateBeforeYouAllocate
FPA of San Francisco retweeted
The current enrollment period for CFP Board’s Mentor Program will end on September 7. Consider enrolling to connect with a CFP® professional mentor for guidance and support throughout your journey to CFP® certification: bit.ly/2xjUORR #CFPPro
FPA of San Francisco retweeted
Read the full statement on the cancellation of FPA Annual Conference 2021 (#FPAConf21) now at financialplanningassociation…
FPA of San Francisco retweeted
Looking for a career in financial planning? Register now for CFP Board’s May 6 Virtual Career Fair, for the opportunity to connect with firms in the financial services industry who are actively recruiting for positions of all experience levels. bit.ly/3e0N3SJ
FPA of San Francisco retweeted
@fpassociation‘s #JournalofFinancialPlanning is a great resource for those a part of or seeking to be a part of the financial planning profession. The April 2021 issue is available now!
financialplanningassociation…
FPA of San Francisco retweeted
CFP Board has made the remote proctoring option available to all exam candidates. Visit bit.ly/32Xglx3 to learn more and register for the July CFP® exam. #CFPexam #financialplanning #CFPPro
FPA of San Francisco retweeted
Hear FPA NexGen President and FPA of Central Virginia Virginia President, @JoeyStemmle talk about why creating an #inclusive environment is necessary to attract and retain top talent and clients on The Flexible Advisor podcast. bit.ly/3mYFEYd