Doug Lennick, the subject of this month’s 10 Questions interview, in a three-minute podcast, tells us how humans are linear thinkers and what that means for successful planner-client relationships. www.FPAnet.org/Journal/Home/PodcastPage
CE, On Demand
FPA’s Virtual Learning Center offers dozens of on-demand webinars for CE credit on topics ranging from estate planning and retirement planning to risk management and insurance planning.
FPA Connect, the social media platform for FPA members, is now mobile. Download the free app from your app store and get connected today. New to FPA Connect? Log on for videos on how to navigate the site, make a post, or join a community.
Time to Revamp Your LinkedIn Profile
If you’re on LinkedIn, you probably noticed some changes recently. In the online article “Taking Your Profile from Good to Great: Meet the New LinkedIn,” Caitlin Zucal, marketing coordinator at RegEd, says the updates make it easier to tell your story, discover new opportunities, and engage your network. http://www.fpanet.org/journal/TakingYourProfilefromGoodtoGreat
Client Presentations Done Right
In a recent post on the FPA Practice Management Center blog, marketing and PR expert Claudio Pannunzio offers five things to avoid in your next client presentation. (If you think your PowerPoint is integral to your presentation, think again.) PracticeManagementBlog.FPAnet.org