Tag Archives: Journal of financial Planning

Read My First Practices Column in the Journal of Financial Planning

Posted on May 3, 2010 by in Professional Development

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.

Click here to read Tools and Techniques to Leverage Social Media (link is good only for the month of May).

I always appreciate comments and feedback, so please let me know what you think by leaving a comment below.

The Twitter Backchannel for FPA Retreat 2010

Posted on April 22, 2010 by in General

FPA Retreat 2010 begins today in San Antonio, TX. I’m on baby duty this weekend, otherwise I’d be attending this event.

So for those of us watching from the sidelines, follow the Twitter backchannel for the event using the #fparetreat hashtag. Mary Corbin, Managing Editor of the Journal of Financial Planning, bless her heart, is live tweeting from the event.

Don’t take this the wrong way, but I think Mary, Rick Kahler, and Marion Asnes might be the only individuals tweeting from the event. No doubt Retreat attracts a more experienced crowd, plus many advisors choose not to send messages out through social networking sites due to compliance concerns, so don’t expect a flood of insight from the event.