Sustainability is a concept that is shaping the future of financial planning. As growing businesses must meet the demands of more clients and tougher regulations, building a sustainable team presents a solution to these challenges. Learn how to build a team that will support growth goals, empower the next generation, and facilitate long-term succession planning.


Level of Complexity: Overview - General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

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Course Objectives
  • Learn how sustainability can enhance and support your practice’s growth strategy
  • Understand business structures that create a unified planning team in support of meeting clients' fiduciary needs.
  • Identify long-term options for your practice based on current situation
  • Learn how to recruit and retain the next generation of professionals with a sustainable business and compensation structure
Course Information
Date Presented:
July 11, 2018 2:00 PM Eastern
1 hour
FPA Member Price:
Non-Member Price:
Sustainability: The Future of the Profession
Speaker Information
David Grau Sr. , JD  [ view bio ]
Christine Sjolin  [ view bio ]
Individual topic purchase: Selected
FPA Member Price:$0.00
Non-Member Price:$19.00