Category: Techniques & Tactics
Research conducted by the Certified Financial Planner Board of Standards, Inc. (CFP Board) continues to show that people who have a financial plan save more, are more confident and feel better not just about their finances, but their life.
This webinar will discuss recently released research, and how the CFP Board has used a variety of communications tools — from advertising to earned media — to help change the perception of what financial planning is and what it is not, how it is defining a new profession and the challenges it faces.
In this session, you will:
Dan Drummond, director, public relations, CFP Board
Drummond, CFP Board, is serving his third term with Fairfax City Council as the representative for the Metropolitan Washington Council of Governments Board of Directors and the Transportation Planning Board (alternate). He has been a member of the Economic Development Authority, the Parks and Recreation Advisory Board and the 2004 School Bonds Task Force Steering Committee.
John Files, senior vice president, Powell Tate
Files applies his extensive experience as a writer and editor of national and political news, and public affairs issues to a range of strategic communications and media relations projects. He specializes in developing and executing communication strategies designed to position issues and organizations in the media, impact policy debates and elevate corporate reputations. He has worked for a variety of clients, including major corporations, trade associations, public policy advocacy organizations and nonprofits.
Participants earn 1.0 APR Maintenance Credits for a webinar. Learn more about Accreditation maintenance.
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