by Elizabeth Jetton, M.Ed., CFP®
Neuroscience and theories of adult learning offer relevant guidance for how to structure effective meetings.
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.
What Does the Journal of Financial Planning Mean to You?
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.
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.
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.