What are you working on in your spare time to improve yourself, your business or both?

Next Generation Planner: March 2021

 

The FPA community weighs in on how they’re improving themselves, their practice or both.

 

“I’m reading and studying more about investment real estate. I’m getting a lot of clients interested in this type of investment and I’m not currently well equipped to recommend and/or analyze appropriate types of investment real estate. [I’m also] watching a ton of legit videos and reading a couple books.”

Maddi Napier, MBA, CFP®, FSRI, QKA
Founder and Financial Planner, Minerva Wealth Planning LLC
www.linkedin.com/in/maddi-napier-cfp%C2%AE-mba-fsri-qka-598228141/

 

 

“Joining the Alliance of Comprehensive Planners and taking their required coursework.”

David McCary, MBA, CFP®, CRI®
Founder and Principal, McCary Anheuser Wealth Management LLC
www.linkedin.com/in/davidmccary/

 

 

“Working on the CFP [exam] as well. Also, getting more involved in my local FPA chapter and reaching out to more experienced planners for all the advice I can get.”

Eddy Jurgielewicz
President and Financial Adviser, E. Francis Financial LLC
www.linkedin.com/in/ejurgielewicz/

 

 

Writing financial education articles, pursuing the Enrolled Agent designation (part II), and developing a prototype financial planning system.

Cody Garrett, CFP®
Financial Planner, Legacy Asset Management
www.linkedin.com/in/codylgarrett/