Small Group was designed to promote networking, collaboration, and discussion. Attendance is limited to 12 so allow for meaningful conversation.

Director: Christine Centeno

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

Small Group strives to: 

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

Upcoming Events

Friday, October 22, 2021 8:30 - 9:30 AM EST

Topic:
Source:
REGISTER

 

Friday, November 19, 2021 8:30 - 9:30 AM EST

Topic:
Source:
REGISTER

Archive*

*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