We are proud to announce that the popular FPANJ Masterminds is continuing into 2025. Current members are invited to sign up for another year, and new members will be accepted until capacity is reached.
FPANJ Masterminds is a local peer advisory group. Members of the group will share best practices and explore topics of interest to the members. You will get to learn from your peers and share your own experience and knowledge.
FPANJ Masterminds is being led by Laura Reeves, CFP®, CRPC®, an experienced facilitator. Topics which might be covered include:
- How do you communicate your value?
- How to generate referrals. Can you utilize your centers of influence to your advantage?
- Do you conduct client events? What works best and what does not work?
- How do you conduct quarterly or annual reviews? What does a typical agenda look like?
- How do you deal with regulations around Reg BI? If you don’t have to deal with it now, will you have to in the future?
- What kind of marketing is most effective for you? Does Social Media Marketing work?
- How do you construct portfolios or perform due diligence on the portfolios you provide to clients?
- How do you charge for financial planning?
There is a one-time commitment fee of $50 to join FPA Masterminds and you must sign a Non-disclosure agreement and a code of conduct.
Meetings will be the first Wednesday of the month at 11:30 AM - 1:00 PM via Zoom. Membership will capped at 15 participants so sign up today.
When registration for Mastermind Groups is open, you can find it here.
If no Masterminds event appears on the page, watch the newsletter to learn when registration opens again, or contact us at info@fpanj.org