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July 2017


July 26, 2017, 2PM ET,  Journal in the Round - Marketing with the Pros

Please note that CE credit is only for the live version of the course, and not the recording.

Join marketing gurus and JFP contributors 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 an FPA Knowledge Circle host.

Cover Story

Marketing Answers from the Pros

Compiled by Ana Trujillo Limón and Carly Schulaka
When it comes to marketing, questions abound. Advice from marketing professionals and marketing-savvy planners will help guide you in the right direction.

Practice Management

Double Duty: Combining Education with Marketing

by Susan Kornegay, CFP®
A client-facing booklet or checklist will remind clients of how well you take care of them.


An Evaluation of the Risk-Taking Characteristics of Affluent Households

by Michelle Kruger; John E. Grable, Ph.D., CFP®; and Sarah S. Fallaw, Ph.D.
Per the model, as a client’s aversion to excess performance variability increases, they should move from active toward passive products—perhaps not surprising, but the spectrum between the extremes likely is.


Sponsored Content

Four Tips for Creative Effective Content Marketing

Doug Harbrecht of Kiplinger shows you how to instantly connect with prospective new clients, using this increasingly popular format.

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