FPA of MN Newsletter – September 2017

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Recap: FPA of MN Golf & Bocce Outing

Submitted by Ron Evans - Director, Member Experience

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Diamond Partner, Vanguard sponsored the 2017 FPA of MN Golf and Bocce Ball tournament. It was a big success. The weather was a picture perfect day at the Midland Hills Country Club. Thank you to all of the participants for playing golf and bocce ball to support Homeward Bound while having fun away from the office. To that end, the event raised $7,538 for our charity.

Playing on a private course is always a treat and adventure. The course was in excellent shape. As with most private courses there isn’t a lot of signage showing where the next tee box is located or a score card showing the layout of the course. That made it challenging along with finding sprinkler heads with distant numbers to the hole. With that said, the committee did receive a lot of compliments, from participants, on a job well done.

During lunch, between shots, at sponsored tee boxes, while waiting for the beverage cart and after the golf and bocce ball networking was enjoyed by all.

A big “THANK YOU” to the Annual Partners, hole sponsors, event game sponsors, Partee cart sponsor, raffle donors and to all of you who helped put together the tournament. This event is only a success with all your help.

If you have interest in helping out with next year’s tournament, please feel free to contact the Member Experience committee or Ron Evans at revans@QAinvest.com.

1st Place Team (Golf) $75 Golf Shop Cert each (4) -FPA of Minnesota Stephen Lee, Craig Jergenson, Jason Kuehn, Mike Zigler
2nd Place Team (Golf) $40 Golf Shop Cert each (4) -FPA of Minnesota Jack Shepherd, Justin Halverson, Jason Ledermann, Nick Kummer
Bocce Ball Champ (Bocce Ball) $30 Cash - FPA of Minnesota Amber Miller
Runner Up (Bocce Ball) $20 Cash - FPA of Minnesota Brian Edstrom
Closest to Hole in TWO: Men $50 Cash - FPA of Minnesota Mike Ryan
Closest to Hole in TWO: Women $50 Cash - FPA of Minnesota Teri Rassatt
Longest Putt: Men $50 Cash - FPA of Minnesota Mark Walsingham
Longest Putt: Women $50 Cash -FPA of Minnesota Becky Sebastian
Straightest Drive: Men $50 Cash - Charles Schwab Jack Pickler
Straightest Drive: Women $50 Cash - Charles Schwab Kelli Hill
Putting Contest McCormick and Schmick's $200 Gift Card - Hellmuth & Johnson Tom Menzel
(2) Free Conference Admissions Objective Measure John Bergstrom
Polo Red - Mens Loreal - Macy's Ridgedale Mall Samantha Banna Greg Donahue
Double Black - Mens Loreal - Macy's Ridgedale Mall Samantha Banna Scott Nelson
$40- JJ's Gift Card JJ's Club House Jack Pickler
$40- JJ's Gift Card JJ's Club House Mike Huber
$20- JJ's Gift Card & Pepeno JJ's Club House & Twin Cities Wine Tasting Al Mize
Petite Sirah & Cabriz Twin Cities Wine Tasting Charlie Mahar
Fleece jacket BMO Scott Nelson
Titleist golf balls, Polo, bag & golf towel BMO Dick Hemingway
Signed Vikings Photo - Stefan Diggs MN Vikings Becky Sebastian
$100 Pro Shop Midland Hills Jim Gruning
$200 Pro Shop Midland Hills Jim Schaefer
$100 Pro Shop Midland Hills Lory Wessel
$100 Pro Shop Midland Hills Ron Hume
$100 Pro Shop Midland Hills Hilary Sweeney
Partee Cart Citizens Independent Bank Craig Johnson
$50 Visa Mairs & Power Shawn Jacobson
$50 Visa Mairs & Power Greg Donahue

Call for Volunteers - Twin Cities Financial Planning Day

Mark your calendars! Saturday, October 28 is the 8th annual Twin Cities Financial Planning Day. This is our signature public event, where our members provide free, private consultations and workshops for the public. The event, which typically draws about 200 attendees, is from 10 a.m. to 2 p.m. at the Wilder Center in Saint Paul.

The City of St. Paul and FPA of Minnesota invite you to give back to our community on October 28. The concept is simple – local CFP® professionals volunteer to provide one-on-one counseling and present financial planning workshops to area residents. The benefits are plentiful – providing needed financial information to your community and raising awareness of the importance of financial planning.

To register to volunteer for this year’s event or for more information, please visit the Financial Planning Day volunteer website.

Participation is open only to CFP® professionals in good standing with CFP Board and available on a first-come, first-served basis. After your registration has been received, a local representative will contact you with additional information and instructions.

Lastly, please visit our NEW Facebook event page to spread the word or let us know that you're "going."

Symposium Scholarship Opportunity for Students and Career Changers

Do you know a college student or career changer interested in pursuing a career in financial planning? The Career Development Committee and FPA of Minnesota are offering full scholarships to attend both jam-packed days of Symposium 2017! Each scholarship recipient will be matched with a Symposium “buddy” to help navigate the first day of Symposium. Scholarship recipient resumes will also be included in Symposium materials for all registrants to view.

This is a great opportunity to learn more about financial planning, speak with professionals to grow your network, and get your resume in front of hundreds of financial planners! For more information, contact Megan Olson at meganolson8@gmail.com or see the application for more details. Deadline for applications is September 15!

Student/Career Changer: “Shadow” a CFP® at Financial Planning Day

Do you know a college student or career changer interested in pursuing a career in financial planning? Come find out how financial planners communicate with clients! The Career Development Committee and FPA of Minnesota are offering an invitation to attend Financial Planning Day as a “shadow” financial planner on October 28th. Financial Planning Day is a free event open to the public where attendees can come in to discuss personal financial questions and concerns with a volunteer Certified Financial Planner™.

Each accepted student or career changer will be matched with a CFP® while they complete the free consultation with attending clients. Topics such as personal finance issues, debt management, and retirement planning will be covered, depending on the needs and questions of the client. For more information, contact Megan Olson at meganolson8@gmail.com or see application.

Alliance of Professional Associations Event

FPA is collaborating with other associations in Minnesota to host periodic joint events that are of interest across our membership bases. September 20th will be the first such joint event that will have some great content and networking opportunities. To kick-off the program year, FPA, FSP, MAHU, NAIFA, TCEPC and WIFS are hosting a joint event to learn from and better connect with professionals from across the Twin Cities. Join professionals from banking, insurance, legal and all other professions for this lively event.

A limited amount of space is available and onsite registration will only be available if space allows. Each association is registering its members. If you belong to several associations, register for this program under only one of your memberships.

Presentation I:
Exit Planning: A Guide to the Process, Dyanne Ross-Hanson ChFC, CLU, CFP® CEPA

Presentation II:
A Behind the Scenes Look at the Super Bowl's Risk Management and Planning Process

Date: Wednesday, September 20, 2017
Time: 11:00am-2:00pm
Location: Midland Hills Country Club, 2001 Fulham Street, Roseville, MN 55113
Fees: $35 members, $50 non-members (+$10 if registering at the door/day of the event)

Attendees will receive 1 MN Insurance CE Credit and 1 CFP credit for attending this meeting. Credits are currently pending. If you received CE for Dyanne Ross-Hanson’s presentation earlier this year, you will not be able to receive CE at this event.

To register or for questions, please contact Jessica at office@fpamn.org.

SYMPOSIUM SPEAKER - October 16, Theresa Rose - The Two Most Important Words in the World for Financial Planning Professionals

Register Today... www.FPAMNSypmosium.org
Closing Keynote - The Two Most Important Words in the World for Financial Planning Professionals
Presentation Scheduled for Monday, October 16, 4:00-5:00 pm
Approved CE: 1 CFP, 1 CIMA, 1 NASBA/CPE and 1 CLE Stnd

You are knowledgeable. You are persuasive. You are skilled at providing high-value services for your clients. And chances are, you are also struggling to focus on the most important aspects of relationship management because of the onslaught of lower-priority tasks and never-ending distractions that threaten to derail your efforts. You know what to do; you simply don’t have the time or energy to do it.

If you feel like you are not as productive (or profitable) as you could be, you are not alone. As a mindful productivity expert, I work with organizations to help them leverage the power of mindfulness to maximize their time and create deeper, long-lasting connections with their clients, prospects, and teams. Using my Mindful Productivity Model, we discover areas of opportunity in nine core areas of our professional and personal lives and implement the mindfulness strategies that will optimize the hours in the day while improving health, wealth, and longevity. Simply put, by incorporating my mindful productivity techniques into your daily life, you will make more time, get more done, earn more money, and have more fun.

Imagine you are sitting across the table from the adult children of your high net worth clients, and they are not sure that they want to continue working with you when the family assets transfer to them. The son “knows a guy” in financial services who is circling the waters, waiting to get his hands on the big, fat portfolio. What can you do to solidify that relationship and make sure that future generations stay committed to you and your firm?

In my presentation, The Two Most Important Words in the World for Financial Planning Professionals, you will discover how to navigate the often choppy waters of relationship management using proven mindfulness practices. Mindfulness is no longer a hippy-dippy cosmic-muffiny concept that is reserved only for granola eaters. It is used by top business leaders, cutting-edge innovators, high-performance athletes, and rock star sales pros to dramatically improve bottom-line results. It’s no longer IF you need to use mindfulness to attain peak performance; it’s a matter of HOW. Here is a sneak peek at what you’ll discover during my keynote at the upcoming FPA of MN Symposium and the simple but powerful strategies you can use to grow a lucrative, sustainable practice, retain top talent, and still have a life outside of the office.

  • LISTEN UP: Understanding the personalities of the people across the table from you or who work for you will help you communicate in the language that resonates with them the most. Listening to what they say, how they say it, and what they do with their body language will give you clues as to how to approach them.
  • SHOW UP: Connecting with your clients, prospects and teams on an emotional level is critical to success. This requires being fully present with them and having conversations that not only mirror their styles but also authentically portray you as a trusted, indispensable resource.
  • POWER UP: Improving your personal productivity and focus is critical in leveraging every minute of every day. Identifying and documenting your will-do items every day will help you stay above the noise of distraction and the litany of urgent-but-not-important tasks that sap your energy.
  • TOUGHEN UP: Increasing your resilience and confidence will help you weather the storms when things get rough. By creating a morning momentum routine, you will start each day with more energy to push through the challenges inherent in this topsy-turvy business. In addition, you will learn my go-to SuperStrategy for stress management that will help you bring calm, focus, and clarity to any situation.

Mindfulness practices don’t have to be complicated. In fact, we’ll discover that often the best methods are the simplest ones. You’ll learn two words that will help you deliver outstanding service to your existing clients and their loved ones. They will also help you keep your team motivated and engaged. And they may even help strengthen those precious personal relationships too.

I look forward seeing you at the FPA-MN Symposium! You’ll laugh, learn, and leverage your relationships so you too can make more time, get more done, earn more money, and have more fun. What more could you ask for?


Theresa Rose is a business motivational speaker, award-winning author, and mindful productivity expert who helps organizations and their teams create powerful, profitable cultures and connections. For more information on Theresa’s work, visit TheresaRose.com.

SYMPOSIUM BREAKOUT - October 17 - Spenser Segal - Obtaining the Most Value From your Software Technology: Best Practices

Register Today: www.FPAMNSypmosium.org
Obtaining the Most Value From your Software Technology: Best Practices
Presentation Scheduled for Monday, October 17, 2:55-3:45 pm
Anticipated CE: 1 MN insurance, 1 CLE Standard & 1 CIMA
Approved CE: 1 CFP, 1 WI insurance, 1 NASBA/CPE

Acquiring a new piece of technology is exciting but after the initial euphoria we ask ourselves what’s really happened and has it really added value to your practice?

Spenser Segal, the CEO of ActiFi, an advisor success company, will dispel this myth and instead share insights to help you to learn how to accelerate your success through leveraging technology to:

  1. Reduce the cost of existing processes
  2. Enhance your value proposition through process improvement and
  3. Attract new clients and serve unmet client needs.

No matter where you are with your current technology offerings or practice structure, you will walk away from this presentation with an understanding of the true business value of technology, a framework to more effectively use technology you already have or plan to acquire and insight into how technology can orchestrate and automate aspects of your business processes.

If you haven’t already registered for Symposium you must do so today!



When opportunity knocks you need to answer the door. Well opportunity is knocking. FPA is doubling the new member referral reward! When you refer a CFP® professional or an Allied professional to join FPA between September 1st and December 31st 2017 the referral reward is $50. Yes that is correct $50! You can refer as many as you like. You can use the reward towards your own renewal or other FPA programs.

The doubling reward doesn’t stop there. When referring a CFP® Candidate, CFP® Certificant or Faculty member, the reward is $20.

For more info, click on this link www.Membership.OneFPA.org/MGAM or contact Kristine Mazzullo at kmazzullo@onefpa.org

Get more media attention in 2017!

Have you thought about ways you can market yourself and your practice better in 2017? Why not go through FPA’s media training program this year and then take part in FPA MediaSource – the automated media query platform that is exclusively for CFP® professional members of FPA! We are pleased to announce that we have opened registration for four All-Member Virtual Media Training sessions this year. Now is your opportunity to amplify your voice and marketing, so register for one of the media training sessions today!

2017 M​edia Training

Thursday, September 14 from 3 to 4:30 pm CT​​

Thursday, December 14 from 3 to 4:30 pm CT​​

FPA Submits Comment Letter on Proposed Changes to CFP Board’s Standards of Professional Conduct

Thanks to the input of CFP® professional members of the association, the FPA Board of Directors — with the help of the FPA Member Advocacy Council (MAC) — submitted a comment letter to CFP Board on the proposed changes to the Standards of Professional Conduct.

The comment letter encourages CFP Board to provide additional layers of clarity on the proposed standards and to open a second comment period prior to the standards being finalized in order for CFP® professionals to have their voices heard.

Get up to speed on DOL Fiduciary Rule with this month’s Journal in the Round webinar

Join this month's contributor to the Journal of Financial Planning, Steve Niehoff of the Pension Resource Institute (PRI), and Ed Gjertsen, current chair of the FPA PAC, as they share their insights on what advisers should know and do to be compliant with the DOL ruling as it is on the books today. The Journal in the Round: A Procrastinator's Guide to the DOL Fiduciary Rule live webinar event will be held on August 30 at 2 pm ET. Register today!

Thinking about alternative investments? Get the new white paper!

What are some practical tips for choosing an alternatives strategy and asset manager that best suits a clients’ needs? What are the common pitfalls in identifying quality within the category and allocating appropriately to receive a meaningful diversification benefit? These issues and more are uncovered in Assessing and Allocating to Alternatives , a new white paper by Longboard Asset Management and FPA. Access the whitepaper and the full research today!