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.
Disclaimer: The Financial Planning Association is independent of the Certified Financial Planner Board of Standards, Inc. (“CFP Board”), a 501(c)(3) organization, which grants the CFP® certification to CERTIFIED FINANCIAL PLANNER™ professionals in the United States. CFP Board owns the trademarks CFP® and CERTIFIED FINANCIAL PLANNER™.
Meet the bloggers:
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.
Rianka R. Dorsainvil, CFP® professional, is the founder and president of Your Greatest Contribution (YGC), a virtual, fee-only comprehensive financial planning firm dedicated to serving entrepreneurs, first-generation wealth builders and thriving professionals in their late 20s, 30s and 40s. She also hosts 2050 TrailBlazers, a podcast aimed to address the lack of diversity in the financial planning profession by engaging industry experts and leaders in conversation.
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.
Dan Martin is the Director of Marketing for the Financial Planning Association®, the principal professional membership organization for CERTIFIED FINANCIAL PLANNER™ 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.
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.
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.
Disclaimer: Certified Financial Planner Board of Standards, Inc. (“CFP Board”), a 501(c)(3) organization that is independent of the Financial Planning Association, grants the CFP® certification to CERTIFIED FINANCIAL PLANNER™ professionals in the United States. CFP Board owns the trademarks CFP® and CERTIFIED FINANCIAL PLANNER™.