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JOURNAL OF FINANCIAL PLANNING NOW

Taking Care of Your Community—Physically, Financially, and Mentally

Ana Trujillo Limón

August 2020

How Volunteering Can Help Build Your Professional Brand

Cameo Roberson, AAMS®

August 2020

Navigating Client Relationships During COVID-19

Samantha Brady, Julie Miller Ph.D., and Alexa Balmuth*

August 2020

Earn CFP® CE credit when you read the Journal

This monthly publication provides content for new financial planners that is both valuable and practical.

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Building a Robust Client Acquisition Strategy in 5 Steps

You must “sell” the idea of financial planning to clients.

Amyr Rocha Lima

August 2020

Stay Top of Mind to Gain Referrals

You want your name coming up in conversation so when clients hear somebody express a financial need, they think of...

Kristine McManus

August 2020

Dispelling the Top 5 Myths Behind Prospecting Procrastination

When procrastination goes from an occasional occurrence to a daily avoidance, real challenges set in.

Daniel C. Finley

July 2020

Best Practices for Reopening Your Office

Learn how to safely return to the workplace and resume meeting with clients.

Adam Kornegay

July 2020

Weekly topics help fast track the careers of new professionals.

All Episodes

Woman looking at her laptop while her son looks over her shoulder

Successful Planning Partnerships and Work/Life Balance

What happens when you need to find a new job in the profession, but the opportunities out there aren’t quite right for you? If you’re investment adviser Nina O’Neal, the answer is simple: you create your own.

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Global Perspectives on the Financial Planning Profession

We get to regularly speak with diverse financial planners who hail from all corners of the United States. This week, we were lucky to talk with Kate Holmes, global advocate, CFP®, international speaker and podcast host about what financial planning...

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Real Work and the Secret Society of Financial Planners

Carl Richards of New York Times Sketch Guy fame needs no introduction. As a former financial planner and current columnist, author, and speaker, Carl had lots to share with Hannah about what the “real work” in our profession, the beauty of simplicity...

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Your source for original financial planning-related research. New reports are published several times a year.

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