FPA Denver 2010, “The Annual Conference of the Financial Planning Community” is less than two months away!
FPA Denver 2010 will be held at the Colorado Convention Center in Denver from October 9 through 12. Register before August 27 to secure your spot and receive early-bird pricing, a $200 savings.
I will attend FPA Denver 2010 and will be presenting a session on Sunday, October 10 at 8:15AM. Bring your second cup of coffee and take in my session titled Emerging Trends in Financial Services Technology. My expectation is that advisors will take at least 3 ideas away on emerging technology to implement in their practice and enhance the way they engage clients.
Also, this past Friday the Financial Planning Association announced in a tweet that it will be using the hashtag #fpa2010 for information related to the annual conference in Denver.
So broadcast your impressions of sessions you attend during the conference and remember to tag them with the #fpa2010 hashtag.
The success of the column depends on you, so if you find the information of value, please share it with your colleagues. Also, leave a comment (if permitted by your compliance department!) to let me know how relevant the information is to your practice or if I’m completely nuts about a particular piece of technology.
Finally, some of my best contributions come from conversations and tips from advisors like you. So if you have a technology you’d like reviewed or best practices that need highlighting, contact me.
Email bill [at] fppad [dot] com or send me a @reply message on Twitter.
Thank you for your support, and thank you to MorningstarAdvisor for the wonderful opportunity!
I joined a fantastic team at Revenue Architects to deliver a series of financial adviser webcasts to help advisers accelerate their online presence.
Revenue Architects is an expert network of independent marketing, sales, and technology professionals aligned to support the diverse needs for adviser revenue performance. All the details of Revenue Architects can be viewed on their website, http://www.revenuearchitects.com/
I’m presenting the Guide to Going Digital webcast with John Stone, CEO of Revenue Architects, on Tuesday, June 08, 2010 from 4:00 PM – 6:00 PM (ET). The webcast details can be viewed here: http://www.revenuearchitects.com/events-and-webcasts/
FPPad readers are eligible for a 10% discount off the webcast registration. Enter the code FPPadDigital to receive your discount. The code is valid for all four of the events in the Financial Adviser Webcast series.
I hope you consider joining the webcast if you’re serious about growing your presence in the rapidly evolving digital world.
I had the privilege of being asked to contribute to the Practices series of this month’s Journal of Financial Planning. The Journal of Financial Planning is the core publication of the Financial Planning Association with the mission to expand the body of knowledge of the financial planning profession.
For my first column, I described many of the best tools and techniques planners and advisers can use to roll out a successful social media strategy.
Update 12/22/2009: I uploaded a PDF of tweets containing the #FAiC09 hashtag, as they’re no longer available on the Twitter search site. Paragraphs below were updated.
Update 12/21/2009: Here’s an article from Davis Janowski at InvestmentNews discussing online conferences; No fuss, no muss, but forget about freebies. He highlights the Forbes iConference series among other events.
Attending the iConference was easy; fire up an approved web browser (Internet Explorer 6 or higher or Firefox versions prior to 3.5), log in, and the iConference was underway. There were three main areas of the iConference:
How did I find out about this resource? By chance, I was navigating the FPA national website looking for information related to my position as the incoming Technology Director for the FPA DFW chapter. Set over in the FPA News Brief section is a single-line link titled FPA President Part of Forbes.com Regulatory Webinar. I clicked the link and learned of the iConference.
Registration to the iConference is $75, but FPA members can attend the iConference for FREE. Here’s how.
If you’re like me, you had no clue this summit was underway this week. This is a shame, as judging from Marion’s tweets and the agenda for the remainder of the summit, Financial Behavior in Retirement looks to be an outstanding conference. Just take a glance at a short list of who is presenting:
David E. Adler
Karen Schaeffer, CPA, CFP®
Susan Bradley
Deena Katz, CFP®
Harold Evensky, CFP®
So here’s a quick peek at the tweets sent over the course of Monday’s sessions. Most have been tagged with #FBR2009 (I’ve edited them for legibility):
Advisers who were unable to attend the Schwab IMPACT® 2009 Conference this week can still benefit from the myriad of presentations offered during the event.
Schwab has uploaded a majority of the conferences presentation materials to this website. Slide handouts can be downloaded for free and many of the presentation audio recordings can be downloaded for $15 each.
Also, many conference attendees are providing live updates from the event through Twitter. Follow tweets from the following individuals and companies for more information, or search for updates containing the #IMPACT09 hashtag.
There’s a good discussion going on over at the FinancialPlanning.com discussion boards on CFP® Examination review materials. Part of the conversation includes advice on how many hours should be devoted to studying and preparing for the 89 topic exam.
Since many of the subscribers and visitors to FPPad.com are CFP® Certificants, I set up a poll to get a sample of how many hours others have spent preparing for the exam. I spent about 200 hours preparing for the July 2008 exam.
FPA Denver 2010, “The Annual Conference of the Financial Planning Community” is less than two months away!
