Repositioning Your Practice through Financial Planning: The New Normal of Advice
CFP Board will discuss the major shifts taking place around the expansion of advice and how firms and advisors are adapting to the changes. There will also be a discussion of how advisors should be thinking about holistic advice and ways to transition their practices to deliver on this expanded value proposition. Join Patrick Spencer, Managing Director of Moneytree Software, and Joe Maugeri, CFP®, on this insightful webinar and exclusive access to additional resources to help your business grow.
Attendees to this presentation will receive access to the Aite Group study, Transitioning to Financial Planning: The Benefits of CFP® Certification, and the CFP Board report, The Advice Revolution. These reports will build on the principles laid out during the presentation, providing further explanation of how and why firms can benefit from offering financial planning at their practices.
This presentation will not count for Continuing Education (CE) credits.
Register to join. Hosted on Zoom.
March 2, 2021
- March 2, 2021
2:00 pm - 3:00 pm