Now that you have launched your business and are achieving new levels of success, it's important to leverage your knowledge and experience to have a positive impact on other financial planners, the financial planning profession, consumers, and society. By sharing your insights, best practices, and valuable experiences, you can inspire and influence others and make a meaningful difference.
Let’s have a positive impact.
Become A Mentor
- FinServ Foundation’s Mentorship Program Sign Up (Web Page)
- CFP Board’s Mentorship Program For Mentors (Web Page)
- Mentorloop’s Benefits of Mentoring In The Financial Services Industry (Article)
- XYPN’s View On Mentorship As A Key To Success (Article)
- Ted Talk On How To Be A Great Mentor (Video)
- 3X Equity’s Mentoring Young Talent In Financial Advisory Practices (Article)
- LPL Financial’s How Mentorships Can Help Financial Professionals Excel (Article)
- Guider’s Formalised Mentoring In Financial Services (Article)
Lead a Mastermind or Study Group
- FPA NexGen’s Study Group Community (Web Page Login Required)
- FPA NexGen’s Mastermind Interest Form (Survey)
- MightyNetwork’s 11 Secrets For Running An Amazing Mastermind Group (Article)
- Michelle Villalobos’ How To Facilitate A Mastermind Group (Video)
- Raj Hayer’s Ten Tips on How To Run A Successful Mastermind Group (Article)
- AsapOrg’s How To Be A Great Study Group Leader (Article)
- Kw Outfront’s Guide for Running A Mastermind Group (Article)
Seek National Leadership Opportunities
- FPA National NexGen’s Leadership Application (Web Page)
- FPA National NexGen’s Leadership Team (Web Page)
- FPA Board of Directors’ Leadership Page (Web Page)
- FPA’s Leadership Opportunities Hub (Web Page)
Share Knowledge and Skill with Underserved Communities
- FPA’s Pro Bono Planning Involvement Page (Web Page)
- CFP Board’s Pro Bono Central (Web Page)
- Foundation for Financial Planning’s Pro Bono Hub (Web Page)
- Foundation for Financial Planning’s Pro Bono Planner Match (Web Page)
- NAPFA’s Pro Bono Volunteer Opportunities (Web Page)
- Advisers Give Back Pro Bono Forum (Web Page)
- Kitces’ Insight into Serving Pro Bono Clients as a Busy Advisor (Article)
- eMoney Blog’s 7 Opportunities to Give Back through Pro Bono Planning (Blog Post)