General Sessions

Socially Responsible Investing: Integrating Issues of Racial, Gender, Economic and Climate Justice into Investment Portfolios

Thursday, August 12 | 10:30 a.m. PT

This session will help you define socially responsible investing (SRI) while pointing to concrete examples of the impact these portfolios can have on society. With this knowledge, you will be able to approach socially responsible investing discussions more confidently with clients where having an impact-driven investment portfolio is a primary goal.

Speaker: Rachel J. Robasciotti


The People in Your Practice: Soft Skills Essential for Every Financial Professional

Thursday, August 12 | 1:15 p.m. PT

As the profession turns to more of a behavioral focus, it is crucial that financial planners develop their basic people skills. In this session, you'll learn to apply five of these skills including empathy, validation, reflective listening, circular questioning and motivational interviewing techniques. 

Speaker: Nathan Astle, M.S., LMFT-T


Diversity and Inclusion at FPA: A Call for Unity and Allyship

Friday, August 13 | 10:15 a.m. PT

Diversity and inclusion are an integral part of our culture and identity. This panel will discuss how diversity and inclusion can elevate the profession that transforms lives through the power of financial planning.

Panel Discussion led by Christopher Woods CFP®, CKA® and Lisa A.K. Kirchenbauer, CFP®, RLP®


Be the Change: The Power of You

Friday, August 13 | 1:00 p.m. PT

Tyrone Ross will walk through his proven formula for creating a foundation upon which to build a legacy of change with the “3 E’s: Exposure. Education. Empowerment.” Wherever your interest lies, you can use the 3Es to affect change in your firms, FPA chapters and local community.

Speaker: Tyrone V. Ross Jr. CeFT®


Breakout Sessions

1A. Accelerating Your Personal Brand With a Client Avatar

Thursday, August 12 | Noon PT

A client avatar can help you define the best, most profitable prospect for your business. By truly understanding your preferred customers, advisers can accurately target their marketing campaigns, including content marketing, email marketing and paid advertisements. NexGen advisers can expect to walk away understanding how a client avatar ties into their personal brand, how to go about building a client avatar and how to best use it to make more impactful marketing decisions that accelerate their business growth.

Speaker: Mary Beth Storjohann, CFP®


1B. How to Adapt and Thrive as a New Financial Planner

Thursday, August 12 | Noon PT

Whether this is your first job or you're an experienced career changer, as a new planner your "way-of-being" makes all the difference! Clients come to us with a variety of questions, both technical and about life in general. So how do you learn to navigate when as a new planner you’re not given a chance to interact with clients? What can you do to develop your client facing skills? How do you ensure you continue growing as a planner and a person? Join this session for actionable suggestions, thought-provoking questions and to learn a process by which to move forward!

Speaker: Dr. Stephen Brody, CFP®, ChFC, RLP


2A. Own Your Future: Marketing for Financial Planners in 2021 

Friday, August 13 | 11:45 a.m. PT

You can be the best financial planner in the world, but if nobody knows you exist then how can you really serve effectively? As a financial planner,  I want to share with you the best ways to market yourself in this digital era. But we're not talking hypotheticals here, I want you to walk away with real tools and real plan to execute on your goals.

Speaker: Jacqueline Schadeck, CFP®, AWMA®