Shaun Erickson CFP®

Project Management for your Financial Life. Chief Planning Officer at @spcfo. Co-Founder @knudge. #XYPlanning

[Shaun Erickson CFP® @Shaun_SPP]

Pretty cool to get to call someone you admire so much a teammate. I could listen to @advicesticks talk about how to be a better advisor all day, and now I get to!

[knudge @Knudge]

When you're looking for an expert to help build a tool encouraging clients take action, you go to the person who literally wrote the book on it!

Knudge is ecstatic to announce @advicesticks has joined the team as our Behavioral Strategist.

https://t.co/8vwK4DAr4L

[Shaun Erickson CFP® @Shaun_SPP]

@ericscruggs Congrats Eric!

[Shaun Erickson CFP® @Shaun_SPP]

@jeremywalter So good

[Shaun Erickson CFP® @Shaun_SPP]

@Ross__Marino Her most recent episode on burnout…

https://t.co/aYQh4nUymE

[Shaun Erickson CFP® @Shaun_SPP]

@Ross__Marino https://t.co/qN23AYPqHl

podcast with Meghan Dwyer.

[Shaun Erickson CFP® @Shaun_SPP]

@ramit Feel like there is very little in personal finance that falls in to the “always” category

[Shaun Erickson CFP® @Shaun_SPP]

@advicesticks & @CarolynMcC did not disappoint in sharing how to work with clients with cognitive impairment.

Hope the joint logo (🌴❄️) is a sign this is not the last time we get to see this duo present together.

@fpa_ma

[Shaun Erickson CFP® @Shaun_SPP]

It felt like there was a lot more of “what can I give” vs “ what can I get out of it”

[Shaun Erickson CFP® @Shaun_SPP]

Honestly @Ross__Marino I’m typically not much of a conference person.

But SHIFT felt more like a gathering of friends coming together to support each other in caring about their clients.

I witnessed & felt a lot of caring for each other which felt unique for a conference.

[Ross Marino, CFP®, CeFT® @Ross__Marino]

Help requested for marketing 2024. For everyone who attended Shift, would you either post or message me a quote about the event? #shiftevent @brianportnoy @MaryBellConsult @behaviorgap @ThrivosLLC @neilbage @MeghaanL @KristyArchuleta @nicolecasperson @DrPrestonCherry

[Shaun Erickson CFP® @Shaun_SPP]

@jbrendanfrazier Weren’t we just talking about how quickly kids hugs turn into more of a lean into you with their head?

[Shaun Erickson CFP® @Shaun_SPP]

Very much looking forward to this @advicesticks

[Moira Somers @advicesticks]

Only three more sleeps until this event, filled with immediately actionable ideas on working with severely ill or cognitively incapacitated clients. Register now! https://t.co/1VnXOGNdVi

[Shaun Erickson CFP® @Shaun_SPP]

@MichaelKitces Very fair and important point.

But let’s make sure we don’t go too far and use this as an excuse as a profession to avoid looking in the mirror and improving how we approach giving advice that sticks.

[Shaun Erickson CFP® @Shaun_SPP]

@eywealth @MichaelKitces @behaviorgap Spot on @eywealth - there is a difference between “enough” financially vs. “enough” on the impact you want to make and opportunities you can create for others.

[Shaun Erickson CFP® @Shaun_SPP]

Well, I know we now have the best one!

[SinglePointPartners @spcfo]

So, what is a Director of Financial Planning anyways?

https://t.co/IjotrFjzin

[Shaun Erickson CFP® @Shaun_SPP]

@blxinternship Thanks for sharing!

[Shaun Erickson CFP® @Shaun_SPP]

@DavidMcPherson Oh cool, thanks for the heads up Dave I haven't caught that episode yet.

[Shaun Erickson CFP® @Shaun_SPP]

"When you buy a hat like this I bet you get a free bowl of soup, huh?"

How about some free months of Knudge instead?

[knudge @Knudge]

Do you love Knudge? Did you know you can get paid for sharing the love???

https://t.co/ZK2HnrrIEg

Check out our referral program and get paid to spread the word about helping your clients get stuff done.

[Shaun Erickson CFP® @Shaun_SPP]

@MichaelKitces @CPAPlanner @CarolynMcC I know its not the same concept, but there have been some studies that show small savings can be a motivation for different outcomes (😀mainly just an excuse to re-share this great BabySteps program we have in MA for getting started with college savings)

https://t.co/KRd2vPgDBo

[Shaun Erickson CFP® @Shaun_SPP]

Low and moderate-income children with less than $500 in college savings are 3x more likely to attend college and 4x more likely to graduate than students with no college savings.

[Shaun Erickson CFP® @Shaun_SPP]

@CPAPlanner @MichaelKitces @CarolynMcC Float like a butterfly, sting like a bee. The fingers can’t type what the eyes can’t see.

[Shaun Erickson CFP® @Shaun_SPP]

@CPAPlanner @MichaelKitces @CarolynMcC Nerd fight!!!! 🤓🍿

[Shaun Erickson CFP® @Shaun_SPP]

@ENVDani @SorayaMorris_ Thanks,helpful to hear. Hopeful different wording of❓in an interview if more about learning one’s journey & passion for the profession doesn’t come across the same way you have felt it.

Lots of cool stories of why someone was drawn to the profession & I’m curious to hear them.