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Planner to Planner: Running a Resilient and Sustainable Financial Planning Business: What Have We Learned?

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An honest, peer to peer, owner to owner, conversation about how to grow and run a resilient and sustainable financial planning business in this turbulent time, and how to. Whether you have a solo practice, a small practice or you are growing a significant company, you have had to face challenges and become intentional about your own business financial plan.

  • Critical reflection on our experiences to help us understand our business purpose, goals and how to move forward in the face of uncertainty
  • Develop improved processes, systems, communications and tracking in our financial planning businesses

Elizabeth Jetton, CFP®, M.Ed.

Strategic Consultant, Financial Planning Association

Elizabeth Jetton is passionate about financial planning and has strived to be a thought leader in the financial planning profession for the past 26 years. She has been a CFP professional since 1991 and in the financial services industry since 1981. She retired from actively practicing after 25 years to shift from working in the business to working on the profession, through coaching, consulting and teaching in two online FP graduate programs. She's a frequent speaker, nationally and internationally, on topics focused on the Art and Science of Financial Planning; Serving Women Clients; 21st Century Planning and Applying Adult Learning Theory to the Practice of Financial Planning. One of the highlights of her life and career was being blessed to serve on the national FPA board from 2001-2005 and to be elected and to serve as president of the FPA in 2004. Her passions include coaching financial planners; facilitating firm retreats and conferences; helping women advisers find their authentic practice; bringing new theories to the knowledge and practice of financial planning and supporting the next generation of planners in a way that together, we are all "wiser together." 

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Planner to Planner: Running a Resilient and Sustainable Financial Planning Business: What Have We Learned?
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Open to view video. An honest, peer to peer, owner to owner, conversation about how to grow and run a resilient and sustainable financial planning business in this turbulent time, and how to. Whether you have a solo practice, a small practice or you are growing a significant company, you have had to face challenges and become intentional about your own business financial plan.
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available