Lowell Catlett on Our Economic Future
Read our 10 Questions interview with FPA Retreat 2013 keynote speaker Lowell Catlett, Ph.D., on page 14, then listen to a podcast interview with him as he talks about technology, agriculture, and health care. Visit www.FPAnet.org/Journal/Home/PodcastPage
Why Don’t Clients Refer?
Join referral expert Dan Allison for the FPA webinar, “Why Your Clients Don’t Refer and What You Can Do About It,” on March 26 at 2 p.m. eastern. Allison, who has surveyed thousands of clients, will present the most common reasons clients give for not referring. Visit FPA’s virtual learning platform, FPAnet.inreachce.com, to register.
5 Easy, Yet Overlooked, Marketing Opps
Planner and marketing consultant Kristin C. Harad, CFP®, not only authored the content marketing article on page 18 of this issue of the Journal, but she also blogs regularly for the FPA Practice Management Center (PracticeManagementBlog.FPAnet.org). Check out her Jan. 18 post on easy marketing opportunities you may be overlooking.
Surviving the Transition to Independence
In an online article, Phillip Flakes, managing partner of StarPoint Consulting Group, walks readers through identifying and overcoming the challenges of transitioning to an independent business model.
Follow the FPA Publications team on Twitter (@fpapubs) March 7–9 look for live tweets from the FPA Business Solutions conference (#FPASolutions).