For financial planning to continue to emerge as a true profession, we must ensure that our best practices are based on the best available science, rather than custom and received wisdom. While this doesnt require that all practitioners become scientists, it does require the ability to recognize and evaluate research-based writing. During this session we will review the key elements of research-based writing in financial planning and offer techniques for evaluating and incorporating it into your daily practice of financial planning.
Distinguish between informal and research-based writing in financial planning.
Better use research-based writing by understanding the nature of the research question and the methodology by which it was tested, as well as the ability to evaluate the ultimate findings.
Incorporate the results of research-based writing into their daily work with clients.
The concept of buying and selling a financial services practice has grown from its infancy to a robust and competitive market. Multiple accounting firms, consultants and even financial institutions have entered the space to weigh in on business value, financing strategies, and how to transition businesses. To help financial professionals and their advisers filter through the noise, FP Transitions, the founder of the open market and the concept of Equity Management, has written the guidebook. Drawing on nearly two decades of experience at the forefront of the industry, this presentation covers everything you want to know about today's marketplace. Understanding the mechanics of a typical acquisition is essential to all advisors, whether you plan to gradually transition your business to the next generation and acquire smaller practices along the way, or are considering an exit strategy that allows you to sell and retire comfortably.
September's Journal in the Round : Next Generation of Planners Shifting the Paradigm is a podcast hosted by Hannah Moore on her weekly program, "You're a Financial Planner, Now What?" In this honest and engaging conversation, Hannah will sit around the table with Journal contributors Yusuf Abugideiri and Russell Kroeger who co-wrote the cover story on their 3-step model for serving millennial clients. They will be joined by fellow writers Lisa Kirchenbauer and Andrew Mehari, who shared their story in the September issue about building unique career paths for young planners, discussing the need for innovation in this space, and the new models being created by and for younger planners. You can listen to this episode here and on FinancialPlannerPodcast.com, iTunes, and Stitcher, starting September 26th.
Marketing may not always be top of mind for planners. Join marketing gurus and contributors to July's Journal of Financial Planning Victor Gaxiola, Samantha Russell and Kali Hawlk for this open and honest forum on how busy planners can implement some quick, cost-effective marketing solutions, even some kickstarting ideas that can take just 10 minutes a day. The Q and A will be moderated by FPA Knowledge Circle host Peggy Doviak.
In this month's Journal in the Round, Ryan Grau, cover story contributor to the November issue of the Journal of Financial Planning, discusses his "valuation mantra," and the insights on value and valuation that all financial planners need to know. He will be joined by George Hartman of Market Logics, and the discussion will be moderated by FPA Knowldege Circle host Emily Chiang.
In this month's Journal in the Round, March JFP contributor Envestnet's Molly Pandya, and our other expert panelists Kevin Hughes (MoneyGuidePro) and Scott Huff (YoureFolio,) will weigh in on the current landscape, evaluating which technologies will have the biggest impact on the profession. FPA's Bill Simone will moderate the discussion and live Q and A.
The FPA and Janus Henderson research shows that when it comes to succession planning, many financial planners are stuck. In fact, 51% reported that finding the right successor to their business is their top reason for hesitating to create a succession plan.
Join in this interactive, unique discussion that will empower you to jump-start the planning process, providing solid guidelines for identifying potential successors and for developing a goal oriented plan towards a easier transition to whatever comes next.
Have you been wondering how you should be compensated for your financial planning services? Join Kevin Hughes, executive vice president at Enterprise Sales, to learn insights into how your peers are charging for their services based on new research conducted by PIEtech (the creator of MoneyGuidePro).
Discover how to build better habits and improve your mental and physical performance at work and at home. James Clear will break down the most important research in behavioral and social psychology in terms that are easy to understand and apply to your life. He will provide a user-friendly framework for overcoming procrastination, improving consistency, and building habits that actually stick.
Learn to implement new habits and behaviors into their work day and actually stick to them.
Design your environment to make it easier to stick with good habits and harder to slip into bad ones.
Realize the framework for building better habits to the situations and circumstances you face in everyday life.