Please join us for a periodic discussion generally focused on an recent article from the Journal of Financial Planning or other leading industry publication. Our Breakfast Club is designed to promote networking, collaboration, and discussion.

Chair: Joe Thompson

Ever wonder how other planners engage with clients or run their practice?

Breakfast Club strives to: 

  • provide an environment for planners of all experience levels to engage in a monthly topic discussion focusing on topics ranging from practice management to technical planning topics
  • provide a unique opportunity to discuss best practices, share, and network with a small group of fellow planners

Upcoming Events

We plan to meet at ShoreDog Cafe located near the University of Richmond at 435-B N Ridge Rd, Henrico, VA 23229, from 8:00am - 9:00am, on Fridays:

Please make sure to RSVP to Joe Thompson, Breakfast Club Chair, so he knows how many to plan for.


*Materials are up to date as of the meeting date they were delivered in.

Friday, May 21, 2021 8:30 - 9:30 AM EST

Topic: Overcoming Clients’ Behavioral Biases Using Nudges, Smart Heuristics, And Behavioral Coaching
Source:  Kitces & Carl Podcast; Mar 24, 2021

Friday, March 26, 2021 8:30 - 9:30 AM EST

Source: Kitces & Carl Ep 55
Implementing A Waiting List Or Just Referring Clients Out When Hitting The Capacity Wall

Friday, February 26, 2021 8:30 - 9:30 AM EST (w/NexGen!)

Source: Brené Brown | TEDxHouston | June 2010
The Power of Vulnerability

Friday, January 29, 2021 8:30 - 9:30 AM EST

Source: Kitces & Carl Podcast; Nov 11, 2020
Deepening Client Connections With Virtual Planning Meetings