Get insights on creating an inclusive environment at your firm with Buckingham Strategic Wealth. Learn more: https://ow.ly/Orks50PAyMo A Welcoming Workplace: Incorporating DEI at Your Firm is a series of six case studies of NAPFA firms that have made encouraging progress around DEI in their firms. The firms themselves are also diverse, including women-owned firms, large firms, solo firms, and a firm focused on helping those with special needs family members. While DEI work can feel daunting, NAPFA is proud of the work its community has already achieved and created this series so that other NAPFA members could see examples of what they could do to make a difference. The firms all have different focuses and approaches, but all coalesce around one central theme: everyone, no matter the makeup of their firm, can make progress in DEI. #FeeOnly #DEI Jordan Dyson
NAPFA - National Association of Personal Financial Advisors’ Post
More Relevant Posts
-
Ready to turn your website into a lead-generating powerhouse? Join us for our next Playbook session in: Your Website - Your Hardest Working Marketing Partner. In this intermediate session, we’ll dive into practical strategies for transforming your site into a proactive business tool. Learn how to: Build effective sales funnels, increase brand awareness, maximize conversions, and utilize the best technology and resources available Our expert panel—Bridget Venus Grimes, CFP®, Molly Pierce, and Sam McCue, moderated by Lauren Hong—will share the tools and insights you need to make your website the cornerstone of your marketing efforts. Save your spot now to enhance your digital presence and drive real results! https://bit.ly/3Y2Ynok #FeeOnly #Marketing #PracticeManagement #WebsiteStrategy #NAPFA #FinancialAdvisors #ProfessionalDevelopment
-
-
#FeeOnly articles by Fee-Only #Advisors providing insight and advice to help you advance in your career and grow your practice. Ian J. Gates Angella Welcome, CFP®, MBA Linda Leitz FP Transitions Franklin Gay, MBA, CFP®, EA
-
🌟 NAPFA Women to Know 2024 Spotlight 🌟 Lea Ann Knight, CFP®, is a co-owner and Managing Partner of Better Money Decisions, a woman-owned Registered Investment Advisory firm. With her investing and financial planning background, she enjoys working closely with clients to design and implement customized financial plans. Before joining Better Money Decisions, Lea Ann was a partner at @North American Management, a Boston-based RIA. She was also the founding member of Garrison/Knight Financial Planning, a Limited Partner with Edward Jones, the Chief Administrative Officer for a private equity group at Morgan Stanley, and a Senior Manager for Deloitte & Touche LLP. Lea Ann is also a past financial columnist for Time Inc.’s All You magazine and has been frequently quoted in the Wall Street Journal, SmartMoney, and Kiplingers, among other financial media. Much of her focus has been on helping clients through life transitions and empowering women to manage their affairs with greater confidence. She graduated from Stanford University and holds a master’s degree in Advanced Financial Planning from Golden Gate University. When not helping clients, Lea Ann is forever working on her backhand in tennis. 💼 Why would Lea Ann recommend this professional to other women? 💼 "If you are passionate about empowering women (or really anyone) to manage their financial life with confidence, this is a highly rewarding profession. You will help people every day. And if you are a woman who wants flexibility to scale your work hours up and down as life progresses, there is no better long-term career. In what other profession can you listen to stories, tell stories, do math, laugh, cry and celebrate - and get paid for all of it!" Read Lea Ann's full comments and see more NAPFA Women to Know here - https://bit.ly/4cuFVLK #NAPFA #FeeOnly #FinancialPlanning #WomeninFinance #FinancialAdvisor #WomeninBusiness
-
-
Today, we celebrate Indigenous Peoples' Day—a moment to recognize and honor the cultures, histories, and contributions of Indigenous communities. 🌎 Read the official proclamation for 2024 and reflect on the importance of this day: https://bit.ly/3ZZlnqU #IndigenousPeoplesDay #Diversity #Equity #Inclusion #NAPFA
-
📢 Webinar Rescheduled: "Understanding Life Insurance Underwriting" 📢 Due to internet issues caused by the recent hurricane, we've rescheduled our Genesis webinar, sponsored by LLIS, to November 13. We appreciate your understanding and hope you’ll join us on the new date for this informative session with Meisha Brannan. 🔍 Dive into the life insurance underwriting process and discover how age, health, lifestyle, and medical history impact coverage and premiums. Plus, learn how technology is transforming the industry. 📅 New Date: November 13, 2024 👉 Register: https://bit.ly/4f42Lu5 #LifeInsurance #FinancialPlanning #NAPFAGenesis #ProfessionalDevelopment #InsuranceUnderwriting #LLIS #FeeOnly
-
-
🎸 Experience Nashville Beyond the Conference! 🎸 While you're attending the #NAPFA24, don’t miss out on all the fun and excitement Nashville has to offer! From its vibrant music scene to incredible local eats, here’s a taste of what you can explore: 🎶 Live Music Everywhere: Whether it's the iconic honky-tonks on Broadway or the historic Ryman Auditorium, there’s always a show happening in the Music City. Catch a live performance and feel the energy that makes Nashville famous! 🍔 Delicious Southern Cuisine: Savor the flavors of Nashville with classic hot chicken, barbecue, and more. Visit local favorites like Hattie B’s or explore the food halls for a variety of options! 🎨 Art & Culture: Dive into Nashville’s creative side at places like the Frist Art Museum or explore the street art and murals throughout the city—perfect for that Instagram photo! 📸 🌳 Outdoor Adventures: Take a break and enjoy the fresh air at Centennial Park or walk along the Cumberland River for stunning skyline views. Make the most of your time in Nashville—there’s something for everyone! Haven't registered yet? Don't wait to join in the fun! https://bit.ly/3y3cy3S #NAPFA2024 #FeeOnly #VisitNashville #FinancialAdvisors #MusicCityFun #NashvilleAdventures
-
-
Today Mark R. Bova, CFP®, CIMA® proudly represented #NAPFA and the Midwest Region Board while participating in the University of Illinois Urbana-Champaign Financial Planning Career Day. A fantastic way to share the #FeeOnly model with future financial planners!
-
-
Join the NAPFA Women’s Initiative Book Club as we explore The Mindful Money Mentality by Holly Donaldson, CFP®, CEPS. Dive into five powerful strategies that redefine ‘enough’ and learn how to guide clients toward meaningful, value-based financial plans. Don’t miss this exclusive opportunity to engage with the author and elevate your approach to financial planning. Have you started reading yet? 📚 Let’s grow together! 🌱 https://bit.ly/4h3ciTZ All are welcome! You don't need to be part of the NAPFA Women's Initiative to join this book club discussion. #NAPFABookClub #FinancialPlanning #MindfulMoney #FeeOnly
-
-
Join NAPFA Pride for a Conversation Circle on #ComingOut at work—whether to co-workers, clients, or management. Share your stories, express your concerns, and learn how to create an inclusive environment where everyone feels safe. All are welcome! https://bit.ly/3zRtFGy 🌈 #LGBTQ #InclusiveWorkplace #NAPFA
-
Program Builder | Organizational Development, Learning, & Transformation | Ethics & Philosophy
1yNational Association of Personal Financial Advisors, Nikki Palluzzi, CAE, and Jadah Riley, it was such an honor to share Buckingham Wealth Partners' DEI story with you! I can't wait to read all the case studies and look forward to learning from our NAPFA colleagues.