WebThe Women's Initiative (WIN) addresses the issue of women's under-representation in the financial planner workforce. Nancy Kistner, CFP®, Chair of the WIN Advisory Panel, discusses the origins of WIN and shares her experience as a woman in the financial planning profession. More on the Women's Initiative Watch Video Research & Publications WebHave you heard about the Kitces Marketing Summit 2024 (hosted by Michael Kitces and Taylor Schulte, CFP®)? Here's what this conference is about ⤵️ "Selling…
Michael Kitces on LinkedIn: The 9 ‘Best’ Financial Advisor …
Web20 jun. 2024 · Kitces: Sexual harassment is thriving at advisor conferences By Michael Kitces June 20, 2024, 9:52 a.m. EDT 8 Min Read Despite a growing industry effort to … WebWe have updated our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory)! Check out the updated map and… 领英上有 11 条评论 diy home water filter
Conferences and Events Financial Planning Association
Web7 jan. 2024 · However, as Kitces is well aware, all SEC-registered financial planners must provide a copy of SEC Form ADV Parts 2A and 2B (a.k.a. “The Customer Brochure”) to … WebFPA NexGen Gathering 2024 Financial Planning Association FPA Home Learning Conferences and Events FPA NexGen Gathering 2024 Embassy Suites Denver Downtown - August 22-24, 2024 FPA NexGen Gathering 2024 will take place from August 22-24 in Denver, CO Check back soon for more details! Web6 apr. 2024 · 109 episodes. A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, … craigslist seattle wa alkeo