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When it comes to financial planning conferences, there is no shortage of options to choose from. In fact, from events run by membership associations like NAPFA, FPA, and XY Planning Network, to those hosted by vendors, media publications and the like, it’s become quite difficult to figure out which ones are worth the time and
These days, we’re accustomed to accessing anything we want exactly when we want it. And while that’s certainly a benefit if you’re looking to catch an Uber in an unfamiliar city or hunt for a last minute gift using Amazon Prime, the downside of the hyper-digital age that we live in is a growing concern
Carving out a career as a successful virtual paraplanner isn’t just about financial knowledge and a passion for the industry, you also have to make sure to connect with your industry peers. In other words, you need to network. Despite how intimidating the idea of going up to people that you’ve never met and starting
