FPA and the Journal of Financial Planning are committed to helping financial planning professionals run their businesses more efficiently, effectively, and profitably. Part of this commitment is providing FPA members and others in the financial planning profession with the latest practice management content from some of the leading experts in the field. This blog is populated frequently with helpful posts on marketing, client skills, technology, HR/staff, compliance, and operations.
Meet the bloggers:
John Anderson is the managing director of Practice Management Solutions for the SEI Advisor Network. He is responsible for all programs focused on helping financial advisers grow their businesses, create efficiencies in their operations and differentiate their practices. He is also the author of SEI’s practice management blog, Practically Speaking.
Sarah E. Dale and Krista S. Sheets are partners at Performance Insights (performanceinsights.com), where they focus on helping financial professionals increase results through wiser practice management and people decisions.
Robert J. Falcon, CPA/PFS, is a financial adviser with OneSource Retirement Advisors in Malvern, Pa., and the president and founder of College Funding Solutions LLC. A candidate for CFP® Certification, Falcon is a CPA/PFS with more than nine years of public accounting tax experience. He holds a bachelor’s degree in accounting from Villanova University and an MBA from Kenan-Flagler Business School at the University of North Carolina-Chapel Hill.
Daniel C. Finley is the president and co-founder of Advisor Solutions, a business consulting and coaching service dedicated to helping advisers build a better business.
Kali Hawlk is the founder of Creative Advisor Marketing, an inbound marketing firm that helps financial advisers grow their businesses by creating compelling content to attract prospects and convert leads. She started CAM to give financial pros the right tools to build trust and connections with their audiences, and loves helping advisers find authentic ways to communicate in a way that resonates with the right people.
Ana Trujillo Limón is associate editor of the Journal of Financial Planning and the editor of the FPA Practice Management Blog. Email her at firstname.lastname@example.org. Follow her on Twitter at @AnaT_Edits.
Scott MacKillop is CEO of First Ascent Asset Management, a Denver, Colo.-based firm that provides investment management services to financial advisers and their clients. He is a 40-year veteran of the financial services industry. He can be reached at email@example.com.
Dan Martin is the Director of Marketing for the Financial Planning Association®, the principal professional organization for CERTIFIED FINANCIAL PLANNER (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. He is an award-winning author with a diverse financial services industry background in marketing and communications. He earned a journalism degree from the University of Denver and his MBA in marketing from the Daniels College of Business.
Dr. Edward Martin is a public speaking and marketing consultant. He offers seminars and teleseminars on, “How To Attract New Customers And Clients By Using Public Speaking.” For more information, call Dr. Martin at 818-314-2054 or email him.
Kristine McManus, chief business development officer, practice management, at Commonwealth Financial Network®, Member FINRA/SIPC, works with advisers to grow their top line through the introduction of various programs, tools and coaching.
Kevin Quigg is the chief strategist at Exponential ETFs, where he is responsible for business strategy, investor relations and client development for Exponential investment products.
Ben Rizzuto, CFS, is a retirement director for the Defined Contribution and Wealth Advisor Services Group. In his position Rizzuto works with financial advisers, platform partners, Janus Henderson colleagues and clients to find solutions for today’s increasingly difficult retirement issues, whether they be within retirement plans or for those clients that are trying to figure out how to retire on their own terms. He also contributes to the dialogue surrounding these issues as the host of the “Plan Talk” podcast and through periodic posts to the Janus Henderson Blog.
Greg Rollett is the founder of Ambitious.com, an Emmy® Award winning media production and marketing agency for financial professionals and business owners. He is the host of the reality TV show “Ambitious Adventures,” seen on Entrepreneur.com, and the host the Ambitious Life. Reach him on Facebook or Instagram to say hello and share your videos.
Matt Sommer is Vice President and leads the Defined Contribution and Wealth Advisor Services team at Janus Henderson. In this role, he provides advice and consultation to financial advisers surrounding some of today’s most complex retirement issues. His expertise covers a number of areas including regulatory and legislative trends, practitioner best practices and financial and retirement planning strategies for high-net-worth clients.
Heather Wilson is the social media manager in the SEI Advisor Network. She also oversees the development and execution of the Advisor Network’s large-scale national and regional client conferences. She is a regular contributor for SEI’s practice management blog, Practically Speaking.
Kevin Witt is the chief technology officer for Kestra Financial, where he leads the company’s drive to provides its advisers with innovative tools and technology that will empower their success. Kevin’s team is responsible for the design, development and implementation of a wide portfolio of applications used by employees at the Kestra Financial home office and advisers in the field.
Joni Youngwirth is managing principal of practice management at Commonwealth Financial Network in Waltham, Mass. She is a regular contributor to the FPA/Journal of Financial Planning Practice Management Blog.
Want to guest blog for us? We’re always looking for great practice management content. Send your 500- to 1,500-word blog post to Ana Trujillo Limon for consideration.