AUGUST 2023: MARKETING
FPA Annual Conference
September 27-29, 2023 -- Phoenix, AZ
REGISTER TODAY!
COVER STORY
Six Strategies for Organic Growth
By Penny Phillips
Real growth in financial planning firms comes from planners’ firm belief in the value of what they do.
ADVISING INTERNATIONAL CLIENTS
Name, Image, and Likeness for International Student Athletes
By Dan Johnson
Planners who serve elite athletes at the start of their careers must understand how immigration status affects their compensation.
PRACTICE MANAGEMENT
Beyond the Numbers: Creating a Personal Brand That Sets You Apart as a Financial Planner
By J.J. Peller
More than marketing their services, a personal brand helps planners market themselves.
FPA NEXT GENERATION PLANNER
Lead Article
Subscriptions and a Sustainable Business in Financial Planning
By Jen Hollers, CFP®
My Career Path
Melissa Walsh, CFP®, CFA, AIF, on Meeting Clients Where They Are
Tips for the NexGen Community
The FPA Community Weighs in on Lessons Learned
Planning a STUDY GROUP? Check out suggested questions and other resources to make your study group a success!
COLUMNS
Succession Planning
It’s Prime Time for Your Succession Plan
By David DeVoe
Transitioning a financial planning practice is no time for drama.
Longevity
Why Longevity Planning Also Matters for Younger Clients
By Chris Heye, Ph.D.
You might think that longevity planning would be the last thing on younger clients’ minds, but it could be what separates you from other planners.
Risk Management
Risk Management and Insurance Planning Against Natural Disasters
By HanNa Lim, Ph.D., CFP®, and Bob Fee, CPCU, AAI
Some clients may find adequate homeowner’s insurance is expensive or even unattainable.
Adviser Well-Being
Unleashing the Superpower of Well-Being for Financial Planners
By Julie Fortin, CFP®, FBS, CeFT, and Mary Martin, Ph.D.
A well-regulated nervous system is a vital aspect of satisfying, healthy relationships with clients.
RESEARCH
A Study of Achievement, Risk, and Cryptocurrency Using Learned Needs Theory
By Jason N. Anderson, CFP®, CPA, and Derek R. Lawson, Ph.D., CFP®
Those who exhibit a higher personal achievement tend to have higher risk tolerance. This can result in more risky assets, such as cryptocurrency, in their portfolio. This could be a positive development.
Earn one CFP CE® credit by reading this month's Journal and access past exams for additional credits.
DEPARTMENTS
STARTING THOUGHTS
Good Growth
OBSERVER
SEC Risk Alert, Senior Fraud Task Force, and In-Person Client Meetings
Stat Bank
JFP ACADEMICS
Upcoming Research
IN CASE YOU MISSED IT
Retirement Planning: Is One Number Enough?
By Javier Estrada, Ph.D.
Focusing on one number to maximize is intuitive for an investor, but planners might do more justice by focusing instead on a range of successes that differentiate between early and late failures as well as bequest amounts.
