FPA Annual Conference Blog

  • FPA BE Videos and Photos

    View videos and photo galleries from sessions, receptions, the exhibit hall, and the party:

     No comments View here

    Share on FacebookTweet about this on TwitterShare on LinkedInPin on PinterestEmail this to someone
  • Get Linked: Use Social Media to Leverage Your Business, Yourself  

    Everybody has a story, LinkedIn’s Jennifer Grazel told the room at the closing general session of FPA’s Annual Conference 2014. Your story starts with your personal brand.

    How do you get a personal brand? Sign up for a LinkedIn profile, and review LinkedIn’s Professional Branding Checklist, of course. Read more…

     No comments View here

    Share on FacebookTweet about this on TwitterShare on LinkedInPin on PinterestEmail this to someone
  • Kerry Johnson Gives Insight on How to Build Trust with Clients

    We might not want somebody to be able to read our minds, but it could be a helpful tool for planners to have in their arsenal.

    OK, perhaps you won’t be able to read your clients’ minds, but Kerry Johnson, the keynote speaker at the first Monday general session, said you can better connect with and predict the behavior of your clients by doing one simple thing: understanding their thinking style. Read more…

     No comments View here

    Share on FacebookTweet about this on TwitterShare on LinkedInPin on PinterestEmail this to someone
  • Student Spotlight: Shaina Hill, Texas Tech Grad Student

    Shaina Hill doesn’t want to just use her analytical skills, holed up in an office at some bank crunching numbers.

    Her degree in finance from Chicago’s DePaul University may have put her on that path, but after gaining some experience in the banking industry, she decided to take a different route.  Read more…

     No comments View here

    Share on FacebookTweet about this on TwitterShare on LinkedInPin on PinterestEmail this to someone
  • Just Do It: Have ‘The Other Talk’ with Adult Children Already  

    Your clients have their financial “stuff” together. They did hire you, after all. But when it comes to the particulars of planning for the rest of their life—including their inevitable deterioration and death—they would rather not.

    According to Tim Prosch, author of The Other Talk (which the Journal of Financial Planning wrote about in a July 2014 issue, found here) about 75 percent of adults will never have the rest-of-life, or end-of-life conversation with their adult children.

    But it’s vital. Read more…

     No comments View here

    Share on FacebookTweet about this on TwitterShare on LinkedInPin on PinterestEmail this to someone
  • And the Financial Planning Challenge Champs Are…

    FPA Chair Mike Branham may not have embraced Daniel Sieberg’s message yesterday about disconnecting from your smartphone once in a while, because he kept FPA BE attendees in suspense while he Tweeted the names of the 2014 Financial Planning Challenge winners. Read more…

     No comments View here

    Share on FacebookTweet about this on TwitterShare on LinkedInPin on PinterestEmail this to someone

View Our Proud Sponsors