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MARCH 2020

Cover Story

Anatomy of an Exquisite Meeting: Introducing a 6-Step Model to Build Trust and Commitment

by Elizabeth Jetton, M.Ed., CFP®
Neuroscience and theories of adult learning offer relevant guidance for how to structure effective meetings.

JOIN THE DISCUSSION: Discuss this article with fellow FPA Members through FPA's Knowledge Circles​. ​​​

WEBINAR

Journal in the Round: Building Client Trust Requires Intention and Action

March 25, 2020.  2pm Eastern. ​​
Join this months  contributors Elizabeth Jetton,  longtime financial planning thought leader, and FPA business strategy coach Adam Kornegay, co-founder of Pathfinder, discuss their step-by-step models for establishing and maintaining trust in your client relationships.  This roundtable conversation and audience Q and A will be led by Kieran Rooney, one of JIR's regular moderators. ​


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What Does the Journal of Financial Planning Mean to You?




Practice Management

Got Culture? Your Firm’s Success Depends on It

by Sarah E. Dale and Krista S. Sheets​​
Compare your current culture to your ideal culture so you can identify the action steps required to close the gap.

Practice Management Blog​​​

The FPA Practice Management Blog, powered by the Journal of Financial Planning, updates financial planners weekly with relevant practice management content in areas ranging from marketing to operations.​


Research

Introducing the Longevity Portfolio​​

by David M. Blanchett, Ph.D., CFA, CFP®
This paper proposes the concept of a “longevity portfolio”—an investment strategy designed to manage the increased potential costs associated with unexpected improvements in mortality using traditional securities, such as publicly traded stocks.

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