Journal of Financial Planning: August 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: August 2025 August 2025 More from this issue From Adviser to Thought Leader: Building Visibility in a Crowded Market By Kristy Gusick August 2025 From Prospect to Client: Five Ways Modern Advisers Can Turn New Business into Lasting Relationships By Molly Weiss August 2025 Slowing Down and Growing Up By Julie Penwell, CFP® August 2025 Related Events FPA MI | Lunch & Learn Webinar March 2026 Thu, Mar 12, 2026 Virtual through Zoom May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger August 2026 Quarterly Education Meeting Wed, Aug 19, 2026 - Wed, Aug 19, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
From Prospect to Client: Five Ways Modern Advisers Can Turn New Business into Lasting Relationships By Molly Weiss August 2025
May 2026 Quarterly Education Meeting Wed, May 20, 2026 - Wed, May 20, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger
August 2026 Quarterly Education Meeting Wed, Aug 19, 2026 - Wed, Aug 19, 2026 Santa Ana Elks Lodge - Off of 55 & Edinger