FPA of Metro New York NexGen Study Group 

Join this meeting of the FPA of Metro New York NexGen Study Group, a group for new CFP® professional planners, career changers, and those aiming to become CFP® professionals. Network with your local peers, gain insights into potential career paths, and develop planning expertise.

This study group is a place where those who are growing as planners can network with peers and learn from those who have gone before us.

If you are looking to:

• Gain insights into potential career paths
• Develop planning expertise
• Learn how to grow your business
• Service clients more effectively
• Make an impact on the profession you love…

then the NexGen Study Group is for you!

Topic for Thursday, April 8th Meeting:

This month's FPA of Metro NY NexGen meeting is all about branding and marketing. How you appear on Google, LinkedIn, your website, and social media are your "calling card" and most times will be your first impression with prospective clients. How much time have you spent formulating your personal brand? Do you have a cohesive and consistent message? Join us on April 8th at 8:30 am ET with guest speaker Justin Castelli of RLS Wealth Management. We'll discuss why having a brand is critical to you as an advisor and how you can have one even if you work for a larger firm or someone else.

Justin Castelli, RLS Wealth Management

Justin is a Certified Financial Planner® practitioner, the founder of RLS Wealth, and a co-founder of The AGC™. He's been a financial advisor for 16 years, running his own firm—RLS Wealth—for the last five. In his own start-up experience, he has seen the first-hand impact storytelling can have on a financial advisor’s career. Helping others form meaningful relationships is more than just good business—it’s his passion. He's been included in Financial Advisor Magazine’s Advisors To Watch 2019, Investopedia’s Top 100 Advisor (2019 and 2020), and Investment News 40 under 40 2020 Class.