Thanks so much for attending my presentations for the 2019 Annual Meeting for FPA Spokane!
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
- What IS The Difference Between "Being Tactical" And "Market Timing"?
- Is The Passive Vs Active Debate Different Than Strategic Vs Tactical?
- Active, Passive, Strategic, Tactical – What’s Your Investment Management Style?