Courses
Watch Peachie Speak at the FPA of Northeast Florida Annual Conference
Peachie Thompson · September 13, 2022
As a financial planner, you ask the proverbial question “what would happen if you were hit by a bus?” It’s hard to think about, but every year, an advisor you know dies unexpectedly without a succession plan or a financial plan for their family. What would happen to your financial planning practice in the event of your death or disability? Who would service your clients? Would your family receive value from the business you’ve built? Industry expert Peachie Thompson leads a panel of financial industry professionals as they talk about a real-life case study. Hear the story of a financial advisor and understand why advisors need a continuity plan, the role of insurance plays in the process as well as the legal considerations you must know. Peachie is joined by Bridget Grimes (president of Wealth Choice and founder of Equita), Brooklyn Brock (founder of Ellevate Advisors), Jonah Toleno (partner at Shustak, Reynolds & Partners).
LEARNING OBJECTIVES Upon completion, participants will be able to 1) assess the importance of a continuity plan for their practice and determine practice needs; 2) understand specific steps to take to develop a continuity plan for their practice; 3) articulate to their clients why they felt this plan was important to their client's own financial security.
Register HERE and Join Peachie on October 6, 2022.
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We have exciting news to share with our valued clients and financial planning partners. As an independent insurance brokerage representing multiple carriers, we're pleased to announce that OneAmerica Financial, one of our trusted long-term care partners, has just launched an innovative collaboration with Amada Senior Care that directly benefits the policies we've helped you secure.
Hi, I'm Peachie Thompson, AALU, ALMI, ACS - and this is why I care so deeply about proper insurance guidance. Watch the video after you read my blog.
As financial advisors, we know that technical knowledge alone isn't enough to build a thriving practice. The true differentiator is our ability to connect with clients on a human level and establish deep, lasting trust.