Financial Planning Association Archives | Digital Marketing 4FP (for Financial Planners)

Category Archives for Financial Planning Association

Renewed from FPA NexGen

A few weeks ago, the profession’s brightest and boldest young planners gathered in Naperville, Illinois to learn what it was like To Think… Like a CFP® as a community.  It was humbling and inspiring.  This was my 5th gathering and I’ll be sad if it’s my last. I was able to see my sister, Natalie Wagner, […]

E14 | How to be a Smart Financial Planner

This episode of Digital Marketing for Financial Planners comes to you from the other side of the world, or at least my guest does.  Ronald Sier, CFP® is a Dutch CFP® Professional who wants to help you be a smart financial planner. I’ve really enjoyed everything he shares on his blog See Beyond Numbers for a few […]

FPA NexGen Gathering 2016

a couple of years ago

A storm descended on Dallas Texas this weekend.  110 of the brightest up and coming minds in the financial planning profession met at the University of Dallas Texas in Richardson for the annual FPA NexGen Gathering conference. This was my 4th year attending.  At the end of each year I feel exhausted and energized, looking forward […]

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