Insights Business Management

Social media provides the perfect platform to help financial advisors connect with current and prospective clients. With a powerful social presence, you can engage with clients in meaningful ways that create visibility for your firm. This year can be an incredible year of growth for you and your business. And with the right approach to …

Megan McCoy, a passionate researcher, teacher and financial planner, joins Jamie and Ana on the Framework podcast to discuss how a practitioner’s communication and office environment can drastically improve the financial planning process, despite the challenging odds of achieving gender parity in the field. “Developing skills to be empathetic to others and a better listener …

 Reagan Cannon is an international speaker and coach who spent more than 20 years in corporate America, leading teams of more than 10,000 people globally. She has a passion for leading and developing leaders. “Be courageous, be the person,” she says. “Move forward when you’re still nervous and insecure and afraid and move forward …

Heidi Johnson Bixby, a passionate entrepreneur and businessperson, has found freedom and fulfillment by running a successful financial planning firm, despite the challenging demands of the industry. “If you want it, work for it and save your pennies – I learned at a very early age that if I wanted something, I could work and …

Reshell Smith is a Certified Financial Planner and Certified Divorce Financial Analyst who specializes in working with first-generation wealth, C-suite executives and divorcees. She is an advocate for empowering people to use their voice and is a regular speaker, writer and media guest. “I’m using my voice to empower you to use yours,” she says. …

I coach an advisor who wanted to start doing monthly surge meetings. He was thinking of grouping an intense workload of client meetings for two weeks, followed by a two-week break from meetings where he focused on business development. And while surge meetings can be great for some advisors, you absolutely need to have the …

Passionate and determined, Nandita Das, a professor at an HBCU, fights to make financial planning more accessible for diverse communities. “Once you show your passion, and again, you might have some struggles from your own colleagues, but the administration will see through it. And that’s why I kind of smile – because if you are …

Emma Cramm is a passionate financial planner and member of the FPA NextGen Leadership Team. She is currently studying for her CFA and specializes in estate planning, helping clients build their legacy and honor the wishes of their loved ones. “Getting to walk alongside clients and their families when they’ve lost someone and saying, ‘Hey, …

When Robert Van Beek was denied a career in law enforcement, his mother steered him toward a financial career. Decades later, Robert is a passionate, international best-selling author and board member, determined to bridge the gap between financial planning and investment advising for the benefit of clients around the world. Robert, originally from Belgium, has …

As an advisor, your time is best spent on activities that grow your practice and use your core skills, like networking, meeting with clients and handling their financial planning. However, running a practice also involves considerable back-office, non-client-facing work such as the onboarding of new accounts, tracking and handling compliance requirements, and managing scheduling and …

James Lee is the incoming FPA president and a financial planner with a background in investment research. He has a passion for helping people make good money decisions and has been a member of the Financial Planning Association since 2000. “Financial planning services are wanted and needed, and I feel that my service to FPA …