The Financial Planning Success Series

Always willing to share our experiences and expertise in pursuit of growing the financial planning profession, Elissa and Dave are very proud to have been part of Ed and Jody Jacobson’s Financial Planning Success Series. The series is an online collection of wisdom, tips, and strategies from 30 leading experts and thought leaders across the profession – financial planners, CEOs, marketers, authors, speakers, coaches, and consultants – all of whom shared their insights on delivering an exceptional client experience to those seeking financial planning advice. Those who sign up for the series will receive access to interviews, weekly digests of links, exclusive free gifts, and more, including the interviews where Elissa and Dave share their thoughts. Other information available in the series includes:

• The business case for Financial Planners to align their business and their life
• Why knowing what Financial Planners don’t do is as important as knowing what they do…do
• Reviewing both the “hard” and “soft” toolkits related to the Financial Planning Process
• Strategies to increase engagement at all levels

The best part of The Financial Planning Success Series is it’s completely free and you can attend in your PJs!