FPANJ's Masterminds is continuing! Current members are invited to sign up for another year, & new members will be accepted until capacity is reached.
FPANJ Masterminds is a peer advisory group. Members of the group will share best practices and explore topics of interest to the members. You will get to learn from your peers & share your own experience and knowledge.
Virtual meetings will be the first Wednesday of each month at 11:30am-1:00pm.
Don’t miss out on this fantastic opportunity to learn more and make the most of everything we have to offer. We can’t wait to see you there!
Topics may include:
How do you communicate your value?
How to generate referrals. Can you utilize your centers of influence to your advantage?
Do you conduct client events? What works best and what does not work?
How do you conduct quarterly or annual reviews? What does a typical agenda look like?
How do you deal with regulations around Reg BI? If you don’t have to deal with it now, will you have to in the future?
What kind of marketing is most effective for you? Does Social Media Marketing work?
How do you construct portfolios or perform due diligence on the portfolios you provide to clients?
How do you charge for financial planning?
Steps to Succession planning
Methods you utilize for your clients to reduce tax burdens; such as; tax harvesting, QCD’s, Trusts you favor, any particular positions you strategically place in your portfolios to enhance tax efficiency.
There is a one-time commitment fee of $50 to join FPA Masterminds and you must sign a Non-disclosure agreement and a code of conduct.
Meetings will be held virtually the first Wednesday of the month at 11:30am. Membership is capped at 15 participants, so sign up today!