FPA offers a range of events, each with its own objective, audience, content, and flavor. In addition to our national events, our chapters offer meetings throughout the year, focusing on financial planning topics, business practices, legislation, and …

2023年7月7日 · Whatever your goals, here’s a financial advisor document checklist delineating what you might want to have handy for your first (or perhaps second) meeting. Many financial planners now have...

2023年10月30日 · List your assets & liabilities, outline your income & expenses, get your financial documents in order while meeting your financial advisor for the first time.

2022年12月21日 · Meetings are embedded in everything you do, from your sales processes and client consultations to your financial advisor marketing efforts. Whether you’re having a phone call, Zoom session, or an in-person meeting, the first meeting between a certified financial planner (CFP) and a new client is important. First impressions matter.

2024年1月16日 · Find everything you need to get ready for your financial planning meeting with our checklist of holistic financial planning questions. Make time to answer some questions ahead of your session, then bookmark the rest to ask when you’re one-on-one.

2022年7月22日 · Here are seven strategies to help you prepare for your initial meeting with a financial advisor: Look into the advisor's FINRA record. Examine the advisor's social media profiles. Don't worry...

2022年2月6日 · To make the most of working with a CERTIFIED FINANCIAL PLANNER™ professional, it is helpful to come prepared to discuss your financial situation. In your first meeting, it’s common to discuss...

2024年6月17日 · We’ve developed a guide to running an effective finance meeting, complete with a template agenda. Define what you aim to achieve with the finance meeting.

Below you’ll find a list of documents to bring to your first meeting with a CFP® professional. Before you begin, the first essential step is to ask yourself, “what do I want the financial advisor to help me achieve?” By jotting down your high-level goals, you’ll set yourself up for a …

2023年12月5日 · Learn how to create a client meeting plan that makes the most of your time and promotes productive financial planning conversations.