In the lead up to the 2021 FPI Professional convention, we caught up with Marisa Broom, CFP®, owner and principal at wealthadvice. Marisa will be one of the speakers at the convention and we ask her if she could give us a heads up as to what she will be talking about at the convention.
“Regulation is such a big part of what we do in the financial industry. The FPSB is commited to making sure all CFP’s around the world have every resource possible so they can deliver the best advice. We need to be in a position to understand where the trends are in regulatory change, so that we can anticipate what changes may happen in the future, and therefore, prepare ourselves and members to face those changes or be in front of the changes. I want to talk to the convention about the trends and changes that we are seeing and how they can influence how you deliver better advice.
Don’t forget to register for the FPI Convention taking place 25-26 October: