John M. Mason, CFP®
Session Title: Enhance Client Financial Planning Meetings through a Strategic Planning Meeting Process
Overview:
What serving a client household looks like has changed dramatically in recent history. Gone are the days of someone having a stock broker, insurance agent, and tax planner as separate roles. With higher demand on advisors to provide deeper levels of support to clients and more comprehensive financial planning, delivering massive value becomes increasingly more difficult. This is especially true as your book of business grows and scales to large volumes. The goal of this presentation is to share proven ways to enhance client financial planning meetings by establishing time tested strategic processes, effective communication with clients, and efficiency in meeting follow up.
About John:
John is a graduate of Virginia Tech's Pamplin School of Business, where he received his Bachelor of Science in Business as a Finance major and completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) education requirement. He passed the comprehensive CFP® exam in November 2010 and earned his designation as CERTIFIED FINANCIAL PLANNER™ in September 2012. John also holds the Series 66 and Virginia Life & Health Consultant licenses.
John is a member of the following professional organizations:
National Association of Personal Financial Advisors
XY Planning Network
Financial Planning Association
John joined Mason & Associates in 2010 and began his career assisting Michael and Kenneth. John earned a partnership position at Mason & Associates in 2017 and is now the President. His primary duties consist of working directly with Mason & Associates clients in all aspects of their financial plan. Although John enjoys all areas of financial planning, his favorite subjects are tax, retirement, and estate planning. In addition to working with Federal and State employees, John is the team's specialist with clients who are employees of locally based Huntington Ingalls Industries (HII). John works closely with Tommy Blackburn in developing and implementing technology initiatives at the firm, social media marketing, and is a co-host of the Mason & Associates Ask the Expert radio show with Michael and Tommy. John is also a co-host of the Federal Employee Financial Planning Podcast.
Featured in:
Kitces.com
US News & World Report
Money Geek
XYPN Radio
AP News
Investor's Business Daily
John and his wife, Sara, reside in Yorktown, Virginia. Sara is also a graduate of Virginia Tech and earned a Master's Degree in Education from William and Mary. Although Sara doesn’t work at the company full time, she is instrumental in helping develop new ideas and frequently assists with editing the website, blog posts, e-mail, and client communication pieces. Together, John and Sara enjoy skiing and snowboarding vacations, visiting friends, and going on walks. They welcomed their first child, Carter, in November of 2019 who is now becoming best friends with their golden retriever, Penny.