Financial Planning Association-National Capital Area

Did you know that AI can manage custom portfolios? Fintech Leader Brooke Juniper talks about how generative AI has unlocked new possibilities, allowing for more data processing, portfolio personalization, and qualitative research. Tune in to the latest episode of the Smarter Planner podcast where host Belle Osvath, CFP®, interviews Brooke about this ever-evolving technology.

What do you know about personal branding? 💡 In this episode of the Smarter Planner podcast, host Belle Osvath, interviews Derek Pollard, PhD, founder of Constellar Creative about the importance of personal branding for financial planners. They dive into strategies for crafting a unique, consistent brand that reflects your story and expertise, even if you're part of a larger organization. Derek emphasizes that personal branding is more than just a buzzword—it's about presenting your skills, mission, and vision in a way that resonates with your ideal clients.

Join FPA NCA on October 16th at noon along with Ginger Noce and Kristy Kennedy of Silver Bridges Consulting for this informative webinar. Navigating senior living is complex and confusing as there are many options available in the market. Learn how to understand the options. Register here: https://lnkd.in/dv9hUD-Z #fpanca #seniorliving

Connecting at the CFP Connections Conference in D.C. Alexander Pianim with Howard University, FPA NCA's Executive Director Kristin Beane and Pro Bono Director Marcio Silveira, CFA®, CFP® #fpanca #cfp #cfpconnections24

What does Michael J. Clarke know that other planners don't? Find out in the latest episode of the Smarter Planner Podcast where host Belle Osvath, CFP®, interviews Michael about the concept of "Trust Compression" which refers to building trust with clients not through long interactions over time, but by creating a series of high-quality, successive engagements that compress the time needed to establish trust.

Congratulations Mark Johannessen, CFP®, AIF® on the 2024 Heart of Financial Planning Award. Mark was awarded the prestigious award at the FPA Annual Conference in Columbus last night! Thank you Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT®and Alexandra Armstrong for your long-time support of our profession. #fpancaleaders #fpaannualconference24 #heartoffinancialplanning

Register today for Taxes, Transfers & Tea Leaves with Leslie Geller on September 19th from 12-1pm. Leslie will talk about How to Prepare Your HNW Clients for a Year of Uncertainty. #fpane #fpact #fpamny #fpanj #fpaphilly

We had a great day at our First Succession Summit! Thank you to our panelists Alexandra Armstrong with Armstrong, Fleming and Moore, Inc., Wayne Ferbert with Burney Wealth Management , Terence Burns, CFA with Campion Asset Management, Bruce Vaughn with VLP Financial Advisors! Thank you to Thomas Galgano Jr. CFA, CAIA, Alishia DuBois, CFP® and Andrew Fincher, CFP®, AIF® for creating a great event and Brian Gallary and Bill Hueter, Ten Yrs EOS Experience, Certified EOS Implementer® for sharing your expertise. #fpanca #successionsummit #bestpractices

What does Andrea Longton, CFA, know that planners don't? That the demand for values-based (social justice) investing is growing and is not going away. Find out more in the latest episode of the Smarter Planner Podcast where host Belle Osvath, CFP®, interviews Andrea, author of The Social Justice Investor about why the interest in social justice investing is growing and how you can add it to your practice.

Elevate your practice at FPA NCA's Practice Management Summit this Thursday, September 5th at the Archer Hotel in Tysons, VA. Don't miss Brian Gallary's presentation on Generating Referrals, Bill Hueter, Ten Yrs EOS Experience, Certified EOS Implementer®, and our panel of industry leaders: Alexandra Armstrong, CFP, Terence Burns, CFA, Lowell Pratt, CFA, and Bruce Vaughn. Register today! https://lnkd.in/ewvG-PrA #fpanca #practicemanagementsummit