In response to several inquiries on yesterday’s post, I’m going to use #FPABizSol as the Twitter hashtag for updates from FPA Business Solutions 2010 next week. That is, unless I’m overruled by a majority of tweets from other attendees using a different hashtag.
Nevertheless, you can click here to view all tweets with the #FPABizSol hashtag.
Today I put the finishing touches on a CRM presentation prepared for next week’s FPA Business Solutions 2010 conference. I’m appearing along with Laurie Gripshover, a professional coach and consultant to financial services professionals, in a session titled CRM: No Longer a Luxury: A Necessity on Monday morning. Davis Janowski, the technology reporter for InvestmentNews, will be the moderator.
Click here to view the entire conference agenda.
I’ll be attending most of the sessions on Monday and Tuesday, so if you see me, stop me and say hello.
Thanks to everyone who cast a vote in last week’s poll on selecting a new profile image for my blog and select social media sites.
By a 3-vote margin, this is the winning picture:
I eventually want to get around to updating the template used for the FPPad blog design. I’m thinking of selecting some themes from WooThemes. Anyone have any feedback?
But first I need to get through my current work helping clients with technology, writing several columns, and speaking at upcoming conferences.
I have new photos to use for profile pictures, but I can’t decide which one to select. So I’m asking FPPad readers to submit their vote.
Please submit your vote below by February 19 (if you’re viewing this post in your RSS reader and the poll doesn’t show up, click here to view the full post). Thanks!
I’ll be appearing this Friday on a panel titled Leveraging Social Media to Grow Your Business at the TD AMERITRADE Institutional 2010 National Conference in Orlando, FL.
Click here to view the entire conference agenda.
I’ll be attending the conference all day Friday and will attend the ethics CE session Saturday morning (my CFP® certification renewal is due at the end of this month!). So if you see me, stop me and introduce yourself. Don’t know what I look like? Check my bio for a photo.
Also, if you’re interested in my other upcoming presentations, please check out my speaking page.
Finally, I complied a list of conference attendees on Twitter, so check it out to see who’s tweeting from the event. Most are using the #TDA2010 hashtag to identify conference-related tweets.
See you there!
I was asked to appear on a panel for the upcoming FPA of DFW Career Day event this Friday, January 29. The panel is going to address career development and career path trends for young financial planners and career changers in the financial planning industry.
I believe there will be a total of four panelists, each representing different backgrounds, experiences, and pathways into financial planning. All panelists are members of FPA NexGen, a unique community for up-and-coming professionals who represent the future of financial planning.
Click here to visit the FPA DFW Career Day 2010 event listing. Today (Wednesday) is the last day to register, so be sure to sign up!
The Career Day and CE event begins at 11am while the round table panel discussion is scheduled to begin around 2:30pm.
If you plan to attend the Career Day event, please seek me out and introduce yourself. Also, if you have questions about career development, bring them up during the round table discussion.
I’m on vacation and away from the home office this week, but I do have a little time for this short post.
According to Google Analytics, these are the top 10 posts published on FPPad in 2009.
Happy New Year!
Twas the night before Christmas, when all through the firm,
Not a loss was un-harvested, not even long-term.
Reports were uploaded to portals with care,
Right next to newsletters with good news to share.
The clients were pleased with their tax assessments,
With visions of goals and model investments.
My partner and I, after giving a greeting,
Had just settled in to a new client meeting.
When out in the hall there arose such a clatter,
I sprang from my chair to see what was the matter.
Away to my netbook I flew like a flash,
Double-clicked on Google Chrome, fearing a crash.
Quite a few searches are being made right now for the results from the November 2009 CFP® Certification Examination.
Remember that CFP Board posts regular status updates to its website to inform examinees of the scoring process. Today, CFP Board released the following update:
Still curious on exactly how long it takes between taking the exam and receiving official certificaton? This post on FPPad, How Long Does it Take to Complete the CFP® Certification Process?, should clear up many questions.
In addition, CFP Board recorded their webinar on July 30, 2009 discussing the post CFP® Exam process and what examinees can expect while waiting for results. I’m including the YouTube video below for your convenience.
A new blog came to my attention when I was asked to be a guest blogger for the site.
The blog is called The Total View, published by John Luciano. Advisors may recognize John as the Director of Sales and New Business Development for Advisor Exchange, LLC, an aggregation and portfolio interface solution provider.
My post highlights the significant portion of revenues that advisors receive from qualified plans, but only after they’re rolled over into an IRA. Using account aggregation solutions, advisors can access data on held-away accounts to provide investment advice and calculate asset-based fees, increasing overall revenue for the firm.
Click here to read my guest post, Don’t Wait Until a Client Retires to Advise on Held-away Assets.
You are currently browsing the archives for the General category.
