Top Tweets for #CFPConference
Dr. @MarissaLepper, Liesl Klages, and Joseph Ruiz had the opportunity to attend the 2023 #CFPconference in Washington, DC! Here, they were able to learn from and connect with advisors from across the country. Thank you, @CFPBoard!
#tamu #financialplanning
We loved having Betterment's Director of Financial Planning, Nick Holeman, speak on tech trends in financial planning at this week's #CFPConference 👇
Digital engagement is becoming a crucial part of delivering financial advice. CFP Board’s Joe Maugeri, CFP® leads an expert panel w/ Rose Palazzo, Nick Holeman, CFP® and Tim Gillespie to explore this important trend. #CFPConference
A big thank you to all our attendees and sponsors for making this conference a success! Safe travels and see you at the Diversity Summit on Nov. 9 in Washington, DC! #CFPConference
Kia Reid of CFP Board moderates a session with Luke Dean, Ph.D., CFP®, (@UVU), Craig Lemoine, Ph.D., CFP® (@UofIllinois) and Martin Seay, Ph.D., CFP®, (@KState) as they deliver expert insights on how to guide students toward firms that match their career goals. #CFPConference
Joe Maugeri, CFP® moderates a session on how firms have evolved to give clients more comprehensive financial advice with experts @ZarToolan, Sara Juran and Kraleigh Woodford (@kraleighW). #CFPConference
Panelists Bobby Lovgren, CFP®, Taylor Cuzzort, CFP®, @JenniferBaick, CFP® and Desi Wyatt, CRPC® talk about how they are driving advisors to seek certification to better deliver financial planning to clients. #CFPConference
Very much enjoyed the opportunity to join this great panel! Thank you @CFPBoard for a fantastic conference!
#CFPConference
CFP Board COO Elizabeth Stewart moderates an Executive Update with 2023 @fpassociation Past President Dennis Moore, CFP® and CFP Board’s Jim Katsaounis #CFPConference
CFP Board COO Elizabeth Stewart moderates an Executive Update with 2023 @fpassociation Past President Dennis Moore, CFP® and CFP Board’s Jim Katsaounis #CFPConference
Thank you to our amazing CFP Board Conference sponsors Zahn Associates, @AssetMark and @DaltonEducation! #CFPConference
Avamarie Ginocchio sits down with experts Sara Stolberg Berkowicz, CFP®, Harry Starn Jr., CFP® and Ronald Sages, CFP® to discuss simple ways professors can teach the Psychology of Financial Planning to their students. #CFPConference #FinancialPsychology
CFP Board’s Philip Dawson, Kasey Kobs and Taylor Cuzzort, CFP® teach students at the #CFPConference about how to evaluate company culture, career opportunities, work-life balance and other criteria to find the employer that’s the right fit for them
Mary Bell Carlson (@MaryBellConsult), Ph.D., CFP®, professor at @KStateIPFP, explores the emotional triggers that influence client’s financial decisions & how an understanding of psychology can be one of a planner’s strongest tools #CFPConference #FinancialPsychology
Back by popular demand, Dr. Craig Lemoine, CFP® (@HigherEdCraig) of @UofIllinois leads a roundtable on CFP Board Registered Program capstone classes. #CFPConference
CFP Board’s @JoeMaugeri1, CFP®, leads a conversation with Phillip Hecker, CEO of @BentoEngine, and Rico Casares, CFP®, Director at @AssetMark, on how they are meeting the demand for personalized investment strategies. #CFPConference
At the #CFPConference, every moment is dedicated to delivering valuable knowledge or networking opportunities to our attendees. Here, students and financial services reps are connecting and gaining essential insights in this speed networking session.
Young professionals Josh Dorfman, CFP® (@JoshDorfmanNMDC), Jeremy Eppley, CFP®, Jessica Wilson & Phillip Garret, CFP® share their personal career journeys and give insights on entering the financial planning industry, w/ CFP Board moderator Kasey Kobs #CFPConference
Panelists Peter Richardson, CFP®, Susan Owens, CFP® & Bryan Edmundson talk w/ CFP Board moderator Taylor Cuzzort, CFP® about how they’re innovating and delivering holistic advice to meet client demand. #CFPConference
Pro bono financial planning can help develop a planners’ career and help firms secure talent. Moderator Jon Dauphiné of @PowerProBono sits down with Martina Peng, Ph.D., CFP®, @RodWillyerd, CFP® and Emily Koochel, Ph.D. to discuss the benefits of pro bono work. #CFPConference
Kicking off Day 2 of the 2023 #CFPConference is award-winning @Wharton professor and #Choiceology podcast host @katy_milkman, sharing strategies for identifying and overcoming barriers to change.
#CFPConference
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