by Kristin Beane | Mar 19, 2021 | FPANE News, Home Page Features, Member News
March 24, 2021 Journal in the Round Panel 2PM EST Join Journal contributors Adam Kornegay, Barbara Kay and Rachel Goldman as we discuss what mediators and financial planners have in common; how you use storytelling to attract new clients and how can you build trust in...
by Kristin Beane | Mar 10, 2021 | FPANE News, Home Page Features, Member News
The Financial Planning Association NexGen group has teamed up with the Massachusetts Society of CPAs, Boston Estate Planning Council and the Trusts and Estates Consortium to host its fifth annual (and second virtual!) inter-organizational networking event! The...
by Kristin Beane | Mar 9, 2021 | FPANE News, Home Page Features, Member News
2021 Speed Networking The FPA of MA NexGen group has designed an innovative networking experience that is a spin-off of the speed dating concept, except it’s made specifically for financial planning professionals! This is a fantastic way to meet several financial...
by Kristin Beane | Mar 9, 2021 | FPANE News, Home Page Features, Member News
MARKETING THAT WORKS FOR ADVISORS TODAY March 30th at 12PM noon Exciting announcement! Join Impact Communications, one of the financial services industry’s best-known and most-respected communications consultancies, to help us maximize our marketing outreach and...
by Kristin Beane | Mar 8, 2021 | FPANE News, Home Page Features, Member News
Click here to register for the March 30th marketing webinar: Register Here for Marketing that Works for...
by Kristin Beane | Mar 7, 2021 | FPANE News, Home Page Features, Member News
Join us April 14th @ 12 noon with Jean Dunne: Authentically Connecting with Women Women’s Wealth is growing and so must your understand of women investors. The face of wealth is changing. Women now control more personal wealth in the U.S. than men, so your...
