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Pamela Capalad, Justin Castelli, Luis Rosa, Taylor Schulte, Lindsey Swanson, Danika Waddell: Jolt Conference. May 3–5. Capalad will present on “Finding Ideal Clients With Webinars and Courses.” Castelli will present on “Unapologetically Real: Using Your Voice and Vision to Create the Business of Your Dreams.” Rosa will present on “Harness the Power of Your Uniqueness Through Podcasting.” Schulte will present on “How Process, Planning, and Consistency Generated $600k+ in Recurring Revenue in Three Years.” Swanson will present on “Websites That Set You Apart And Get Results.” Waddell will present on “Riches in the Niches: How Advisors Are Expanding Opportunities By Narrowing Focus.”
Carolyn McClanahan: “Grand Plans Episode 5: Life Planning Partners Founder Carolyn McClanahan Talks About the Money Side of Grand Planning,” Grand Plans, March 11. McClanahan says, “I opened my firm in 2004. I started seeing all these intersections of health and finance. About how if people didn’t plan appropriately for the health things, then that could really hurt them financially.”
Daniel Yerger: “Variance in Financial Plan Pricing for Identical Consumers,” Journal of Financial Planning, March. Yerger says, “Presently, national data sets have very limited information on financial planning firms’ fee models and the fees paid by consumers using financial planners. It would be worthy of many national organizations representing financial planners to gather data from financial planning firms and clients to understand better how financial planning is being delivered to the larger public. This data would better inform legislators’ and regulators’ policy recommendations.”
Lazetta Rainey Braxton: “Is FinServ Prepared for My Braid-Wearing GenZ Daughter and Her Peers?” Wealth Management, Feb. 23, “What Big Firms Still Aren’t Getting About Diversity: Lazetta Rainey Braxton,” ThinkAdvisor, Feb. 14. Braxton says, “I chose freedom in wearing my natural hair–whether an afro, twists, coils, curls, braids, or a silk press–and extended this opportunity to my team members in the workplaces where I lead. Since middle school, my nearly 18-year daughter flows between designing her natural hair and wearing her braids. If she’s feeling fancy, she will wear braids with a hue of pink, purple or blue. My A-student and student body leader at a private high school owns her choice to relax her hair or wear it naturally.”
Luis Rosa: “Why the BLX Internship’s supply and demand problem is one worth celebrating,” Financial Planning, Feb. 16. Rosa says, “I’m also very glad to see that there’s a lot of interest, not only from the financial planning firm side, but also from companies that are in the fintech space or wealthtech space that could potentially end up taking some applicants themselves. We … expanded the program this year as well. … we’re open to firms that are also in the business of servicing advisors that might want to take on applicants because in reality, not everyone wants to necessarily be a financial planner. And the goal is to increase the overall access and diversity within the industry itself. So if somebody ends up working in compliance or with a software vendor of some sort, that’s great, too.”
Jay Zigmont: “Advising Childless and Child-free Clients,” Wealth Management, Feb. 13. Zigmont says, “Child-free clients often prioritize long-term care insurance as a way to ensure they are not a burden on others in old age.”
Rianka Dorsainvil, Chloe Moore, Brian Thompson, Lauryn Williams: “6 Black Financial Planning Experts You Should Be Following,” eMoney, Feb. 7. Moore says, “As a woman of color in the financial services industry, I’m acutely aware of the progress needed toward diversity. Approximately 1.9 percent of Certified Financial Planner™ professionals in the U.S. are Black, though they comprise 13 percent of the country’s population.”
Danielle Harrison: “Knowledge Is Power,” Vantage Impact, no date. Harrison says, “For so long, the industry was solely focused on investments. I can’t fathom how anyone attempts to provide financial advice without asking questions about what’s going on in someone’s life or really delv[ing] into what their value system is.”