The COVID-19 pandemic has brought about challenges for you, your employees and your clients alike. In a recent call in FPA’s Planner-to-Planner conversation series powered by TD Ameritrade Institutional and Vanguard, host Elizabeth Jetton, M.Ed., CFP®, led a discussion among … The post Planner-to-Planner: Taking Care of Your Community—Physically, Financially and Mentally appeared first on ..read more

As financial advisers you understand the importance of connecting with your clients. You know happy clients are clients that feel like they’ve been heard and their goals are understood. You also know that during a pandemic—like the one we find … The post COVID-19 Pandemic: Digital Marketing Do’s and Don’ts for Financial Advisers appeared first on ..read more

Perfectionism is a blessing and a curse. We feel so good about ourselves because we can do it all—so we end up doing it all—becoming our own worst enemy. Perfectionism and delegation are like oil and water. They simply don’t … The post Quiet Your Perfectionist and Empower Your Delegator appeared first on ..read more

Stress is abundant during the COVID-19 pandemic. But two federal programs, the Paycheck Protection Program and the Economic Injury Disaster Loan, aim to take a fraction of that stress off the minds of small business owners. That is if those … The post Planner to Planner: The Paycheck Protection Program and Economic Injury Disaster Loan appeared first on ..read more

How are you doing? Are you all right? It’s my sincere hope that you and your loved ones are well and safe at home. These are tough times, and the scope of the current situation—the market decline, the pandemic, the … The post This Is Your Time to Show Your Value appeared first on ..read more

In times of uncertainty and anxiety, peer-to-peer conversations with fellow planning professionals can be the lifeline you need to stay sane and maintain confidence in your important work with clients. FPA has created a safe space to do this with … The post Planner to Planner: How Are You Communicating the CAREs Act to Clients? appeared first on ..read more

Has the recent required social distancing and your recent work-from-home status left you feeling lost and uncertain about what to do and best practices as we all navigate a new normal? If so, you are not alone. Working from home … The post Designing Your Social Distancing Strategy appeared first on ..read more

Last week I asked an adviser how he was settling in after he started working from home. He readily admitted that it was a challenge as he hunched over his dining room table. As you may know, Susan Kornegay and … The post Tips for Working from Home appeared first on ..read more

Many advisers assume that once they’ve signed a client the hard work is over. Unfortunately, that idea couldn’t be further than the truth. Within the first 90 days, your clients are going through a colossal shift. Starting with the sales … The post How to Master the First 90 Days of The New Client Journey appeared first on ..read more

As a productivity coach for financial advisers, I find it ironic that many advisers plan for their clients but not for themselves. When I say they don’t plan, I mean they don’t plan for the day, the week, the month … The post Stop Running and Start Planning for Productivity appeared first on ..read more