FPA Austin Newsletter

JULY 2020 NEWSLETTER

A Message from the President

Happy August,

Your Austin FPA board is trying to make 2020 feel as normal as possible. We continue to schedule webinars for the remainder of the year so you can maintain your CE credits. In October, we have scheduled a virtual ethics meeting. Blake Rhodes has been hard at work, contacting our sponsors to schedule our virtual events.

Margaret Casey will be our chapter president next year, and David Hampton will lead us in 2022.

Ross Patterson is actively pursuing pro-bono engagements. Ross, Blake, and I were on a call last week discussing new possibilities for our chapter.

Ann Connolly has done an excellent job handling our chapter’s finances during this pandemic while Donny Beattie continues to grow our membership.

Daphne Jordan, Margaret Casey, and I are exploring mentoring opportunities with local colleges. I hope to have details for you by the end of the year.

Sarah Frankenfeld has done a fantastic job of keeping our chapter moving forward in a virtual world. She has been hard at work dealing with members, sponsors, and our national partners.

During these unique and challenging times, make sure you’re taking care of yourself. Though we’re in the dog days of summer, try to get outside and enjoy our city’s beautiful lakes, rivers, and trails.

Sincerely,

Bill Parrott, CFP®

President FPA Austin 2020

Upcoming Webinars

We will have more Webinars and will keep you posted on these. Dates are currently being confirmed.

Thursday, August 13, 2020

Women & Wealth

Ashley Ilardo, Regional Director, Dimensional Fund Advisors

Dimensional is committed to exploring how we can help advisors offer women a better investment experience. Since 2015 we’ve been bringing Dimensional clients together to share insights on women and wealth. This presentation explores key lessons learned about serving different demographics of women, common financial hurdles they may face, and how advisors can incorporate those hurdles in financial plans and build deeper relationships with their clients.

Continuing Education: 1 CE approved

Thursday, September 17, 2020

ESG at PIMCO

Olivia Albrecht, Head of ESG Product Strategy, PIMCO

This presentation will provide a comprehensive definition for sustainable and ESG, explain the pillars for judiciously investing with an ESG framework (i.e. The Three E’s), and offer of case study examples. This overview of how PIMCO invests in the sector will help advisors think through the potential benefits of incorporating ESG strategies and portfolios into their investment planning.

Continuing Education: 1 CE approval pending

Monday, October 19, 2020

3:00 - 5:00 pm

CFP Ethics

Melissa Kemp, CFP®

FPA Webinar

Join FPA Greater Hudson Valley for their Webinar

Tuesday, August 4th

4:30 pm Eastern Time

FPA members only please. There is no cost to attend. Please register in advance at bit.ly/335DUEy . The presentation is about 30 minutes with Q&A to follow.

Y ou're being told now is a great time to get new clients. Cognitively you get it, but the way you comfortably and seamlessly finesse conversations with clients to get referrals and new prospects will make all the difference.

Equip yourself with ideas to help grow your business by attending the upcoming webinar, Prospecting in unprecedented times presented by Michael Salmon and sponsored by BMO Global Asset Management.

Michael will cover how to approach clients in a seamless, conversational way that will lead to receiving quality referrals, ways to engage prospects that will lead to engaging conversations and more opportunities and knowing "how to" properly stage, frame, and deliver the "ask" with clients and prospects in a way that gets results

Michael Salmon is considered an industry expert on client acquisition. He coaches or has coached 150+ of the Barron's top 1,000 Financial Advisors and several Fortune 500 executives in the past two years. Some of his wealth management clients are: Merrill Lynch PB & GWM, UBS PWM & GWM, Morgan Stanley PWM, Graystone, Raymond James, Sun Trust, BNY Mellon and Fiduciary Trust and many Independents.

His third book, Winning More Business in Financial Services: How to Score Big with Referrals and Networking , by McGraw-Hill, was released in 2012 to rave reviews. Michael was a panelist at SkyBridge Capital's SALT Conference talking about successful Marketing and Sales strategies and featured on CNN, CBS, NBC, Fox News Channel, Bloomberg TV, USA Today, Investor's Business Daily, L.A. Times, and the Chicago Tribune.

FPA Austin Corporate Partners

We deeply appreciate each of our Partners. Your support allows our Chapter to thrive! We invite all members to take a moment to reach out to Partners--they would love to talk with you.

We still have room for both Gold and Platinum Partners. CLICK HERE to learn more about being a Partner.

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Congratulations to our long time Partner Per Stirling for being named by The Financial Times, for the second year in a row, as a member of the FT300. This honor is assigned to the top 300 RIAs in the country. They were one of only fifteen Texas-based firms to receive this honor.

Congratulations also for being recognized by the Austin Business Journal as the 13th-best, in the small companies category, for Best Places to Work!

A Message from Gold Partner The Fleming & Conway Agency

During these ever-changing times, the way we work has become more flexible, business transactions are handled virtually, business models are adjusting, and our focus may be on things other than insurance protection. Many businesses have shifted to a virtual, at-home office or storefront. These changes can be temporary or permanent. And, many businesses may think they are covered by their homeowners and/or business owner policy. Working from home could also be putting your company’s data at greater risk. We are here to help you navigate the transition from office to virtual while protecting the best interest of you and your clients. Call us today at 512-345-0005 .

New Members and Anniversaries

NEW MEMBERS

Manisha Gupta

Zachary Langan, Wise Counsel Wealth Management

Helene Park

Dane Spencer

MEMBER ANNIVERSARIES

15 YEARS

Edward Kramer, CFP®, EA, MBA, Abacus Planning Group, Inc.

FPA Volatility Resource Center

The Financial Planning Association has launched the Volatility Resource Center to provide planners with content related to supporting clients during times of uncertainty.

It contains:

Recently recorded webinars from the FPA on coronavirus and the effect on current market conditions
Links to information from U.S. Centers for Disease Control and Prevention (CDC), the World Health Organization (WHO), and more
Research papers, articles and blog posts addressing market volatility and allaying client fears
and more

Link to site: https://www.onefpa.org/Pages/Volatility.aspx

As always, please let us know how we can support you.