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FPApubs

  1. How to reverse the yearly tradition of creating a new year's business plan, and then fail to carry it out: http://tiny.cc/hUtVa. CN 9:36 AM Dec 1st from web
  2. Securities America offers this two-sheeter on preparing for stricter SEC safeguarding rules: http://tiny.cc/4t7b3. CN 7:52 AM Nov 30th from web
  3. Kristen Luke shares the importance of getting personal with your planning clients and prospects: http://tiny.cc/Sc5Ov. CN 8:35 AM Nov 24th from web
  4. RT @Fiduciary360: RT @FiduciaryNews: Congress may yank advice provision from pension bill - Investment News http://bit.ly/4UZW9e #fiduci ... 8:30 AM Nov 24th from web
  5. You've made it here, so you can't be too social media "green." Here are free webinars to improve your online strategy: http://tiny.cc/x1P4u 10:33 AM Nov 23rd from web
  6. Are you a Twitter fan and a financial adviser? You may want to check out the AdvisorTweets page here: http://twitter.com/advisortweets. CN 1:12 PM Nov 18th from web
  7. Article offers advisers marketing tips for the end of the year, "slow" period: http://tiny.cc/GFpWh. CN 7:09 AM Nov 17th from web
  8. Nov. issue of "Capitol Update" now avail., with all the latest from DC that affects planners (FPA members only): http://tiny.cc/kdVBE. CN 9:28 AM Nov 12th from web
  9. Everything you ever needed to know about client appreciation events, including a sample invite: http://tiny.cc/zSObj. CN 1:47 PM Nov 10th from web
  10. CFP Board to outline compliance expectations for firms with independent advisers next month: http://tiny.cc/3WEtb. CN 2:17 PM Nov 4th from web
  11. How one CFP is handling the fiduciary responsibility he feels all advisers should have: http://tiny.cc/B6Jrm. CN 6:32 AM Nov 3rd from web
  12. How are small biz execs/owners dealing with staff in a newly growing economy? Blog on roundtable discussions here: http://tiny.cc/vjIsU. CN 8:05 AM Oct 29th from web
  13. RT @Fiduciary360: House OKs measure that increases asset threshold for state regulation of advisory firms to $100M: http://bit.ly/1kjxNV 7:58 AM Oct 29th from web
  14. FPA offers free webinar to members (fee for non-memb) tomorrow on restoring client confidence in you w/ Dave Yeske: http://tiny.cc/WpkNO. CN 3:36 PM Oct 28th from web
  15. Dan Richards writes about proactive client calls and challenges you to an experiment to better your business: http://tinyurl.com/yfv9822. CN 7:29 AM Oct 27th from web
  16. A bunch of great tips on preparing to manage your practice in a market correction, from InvestmentNews: http://tiny.cc/vZUnO. CN 9:27 AM Oct 21st from web
  17. Another webinar of note! FPA hosts session tomorrow on developing a referral-only practice (free for members): http://tiny.cc/y5ljA. CN 8:52 AM Oct 20th from web
  18. Dan Richards to speak about effective client communication in free webinar on Oct. 28 (Advisor Perspectives): http://tiny.cc/fcNO0. CN 8:57 AM Oct 16th from web
  19. Webinar on Oct. 27 addresses pros and cons of a dual registration business model (hosted by InvestmentNews): http://tiny.cc/1fr3f 11:39 AM Oct 14th from web
  20. Article shares an interesting perspective on how helping your unemployed clients can help your business: http://tiny.cc/DTeNZ 9:36 AM Oct 13th from web
  • Name FPA Publications
  • Location Denver, CO
  • Bio The Financial Planning Association's publications' staff, including the Journal of Financial Planning, Practice Management Solutions, and more
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