Every month, Matt Reiner of Capital Investment Advisors and The FutureProof Advisor, holds an open, no-script roundtable on the AI developments that matter to financial planners. As one of the most plugged-in voices on AI in financial planning and our partner in the FPAi Authority, Matt shares the tools worth your time, the hype worth ignoring, and the things he's putting to work. Then the floor opens to share your questions, your doubts, and your experiments. This is less of a webinar, more of a conversation with a smart friend who happens to live at the intersection of financial planning and AI. Bring your curiosity and prepare to leave with something actionable.

Matt Reiner, CFA, CFP®, Managing Partner

Module 1 introduced the modern client journey and a simple framework for turning increased visibility into a repeatable system.

We'll continue building on this and look at how advisors are being discovered today.  We'll look at how prospects find you across search, AI, referrals and digital channels - and how to recognize the subtle intent signals that indicate real opportunity.

Robert Sofia, CEO, Snappy Kraken

Larry Pon wants to continue the tax conversation with you! Have questions? Larry has answers! Join us for a LIVE Q&A session where Larry answers your tax-related questions and provides up-to-date insight on laws and regulations. 

In June, Larry will be joined by Roy Ramthun and they will be discussing HSAs.

If you have questions ahead of time, you can send them to learning@onefpa.org. 

Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP, Pon & Associates

Brought to you by the Investment Planning Knowledge Circle: Private credit has grown into a massive $2 trillion market, and client interest is at an all-time high. But as interest rates stay higher for longer, this asset class is facing its first real economic test.

Please join us for our upcoming FPA Knowledge Circle: Private Credit 101, featuring an exclusive educational session with asset management veteran Martin.

We are skipping the sales pitches to focus entirely on the practical mechanics, risks, and client suitability considerations you need to know right now. Whether you are already allocating to private markets or just fielding questions from curious clients, this session will give you the objective framework you can use.  

Martin Tischler, CFP®, Alternate Inverstment Specialist

Motivational Interviewing (MI) is a communication style that helps strengthen clients' motivation for and commitment to change. Their motivation is already there, and MI is a way of helping them uncover it. MI helps explore your clients' own reasons for change in a collaborative way that puts the clients' interests first. In this presentation, you'll learn what MI is and how to use it in your financial planning practice. MI is composed of four stages, engaging, focusing, evoking, and planning, which integrate nicely into your work with clients. You'll learn more about the skills used in motivational interviewing that will make you a better listener, both in your practice and in your life. These skills are asking open-ended questions/prompts, affirmations, reflections, and summaries. Your clients are already motivated. MI helps your clients identify and strengthen that motivation.

Derek Hagen, CFP®, CFA, FBS®, CFT™, CIPM, Lead Financial Advisor at Root Financial and the founder of Meaningful Money