Thanks so much for attending my presentations for the 2019 FPA Northeast Ohio Annual Fall Symposium!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- What Comes After CFP Certification? Finding Your Niche Or Specialization With Post-CFP Designations
- Retainer Fees Vs The AUM Model – Red Ocean Differentiator Or Blue Ocean Opportunity?
- Forget The TAMP – It’s Time For The Turnkey Financial Planning Platform (TFPP)
- Real-Time Collaborative Financial Planning And The Evolving Role Of The Financial Advisor
