Rising opposition to CEO pay tied to 'questionable practices,' report says reuters.com/business/sustain…
J.D. McCartney retweeted
In 2021, the number of #CFP professionals worldwide grew 5.5% to 203,312, helping families impacted by COVID-19 to manage their finances and adapt their financial plans. View press release: fpsb.org/growth
9 things you need to know about the Gen Z consumer // Qualtrics qualtrics.com/blog/9-things-…
As Americans Seek Control During Pandemic, More Workers Are Taking Alternative Paths story.cd/AASFwB
J.D. McCartney retweeted
Are you looking to build a stronger relationship of trust with your remote employees? Here's how. @joelcomm on.inc.com/b8MqfIk
J.D. McCartney retweeted
As 2022 starts ramping up, a group of people to watch. Advisors, execs, entrepreneurs and innovators such as @V_I_C_T_O_R___, @DanaDisrupts, @KeithBevCFA, @kamila_elliott, @blxinternship, @luis_f_rosa, @finstaples, @ShawnTydlaska and others made our list. financial-planning.com/list/…
Feeling financial stress coming into 2022? You're not alone. Check out these tips from @fpsb CEO @noelmaye #financialplanning
livemint.com/money/personal-…
#CFP certification is the "gold standard, as it includes rigorous education and testing about many areas of financial planning such as retirement, investing, taxes, insurance and education." cnb.cx/345uICx
J.D. McCartney retweeted
Setting a New Year’s resolution? Add meeting with a CFP® professional to your list. Find a CFP® professional in your area today: bit.ly/3dsTEVZ #CFPPro
J.D. McCartney retweeted
There are no words to describe the sudden loss of such a special player and special person.
Demaryius overcame tremendous adversity in his life, growing into a great leader and one of the very best. He was light-hearted, easy going and loved by everyone.
We will miss you, D.T.
World's Trust in Science, Scientists Rises Amid Pandemic news.gallup.com/opinion/gall…
J.D. McCartney retweeted
More than 8 out of 10 #CFP professionals responding to FPSB’s Future of Financial Planning Practice survey agree or strongly agree that consumer demand for #financialplanning will increase over the next five years. bit.ly/3Fhpdil
J.D. McCartney retweeted
What will top client needs be in five years? In FPSB’s Future of #Financial Planning Practice survey, retirement security (69%), investment planning (64%), and managing inheritance and wealth transfer (61%) were the top picks. bit.ly/3Fhpdil #wfpd2021 #ioscowiw2021
J.D. McCartney retweeted
Thanks to @WealthProCA for sharing the results of our survey exploring #CFP professionals’ view on trends which may shape #financial advice in the next five years.
It's no surprise that #technology & #retirement are top of mind among future-focused CFPs bit.ly/3Fm9kHu
J.D. McCartney retweeted
Let’s talk about financial planning. It’s not only for the rich. It’s for everyone. Do you have a financial guide walk your life journey?
#financialplanning #WFPD2021 @FPI_SA @BDO_SA #BDOWealth
World Financial Planning Day is this Wednesday on 6 October, and a #financialplan can help you build a roadmap to ensure your loved ones are protected.
Find a #CFP professional that has committed to putting your interests first. worldfpday.org #wfpd2021 #ioscowiw2021










