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How to Create Your "Personal Paradise"
Course Information
Content Level: Intermediate
NAPFA Subject Area: A-Financial Planning Process
Course Description

You are dedicated to your family and work. Yet occasionally, you find life can be hectic and exhausting. At times you look at your calendar and wonder how the weeks and months can fly by so quickly. You realize you have not been able to devote enough time to the things you really love. This session will focus on providing you with ideas and guidance for designing and bringing to life your own “personal paradise”. This means each day you are motivated and energized and live according to your purpose and passions. Long-time financial advisor and industry consultant, Deborah Fox, believes we should do everything in our power to embrace our lives to the fullest. By the end of Deborah’s session, you will have the formula for creating your personal blueprint for living your own exceptional life and how you can pay it forward by teaching clients how to do the same.

Learning Objectives
  1. Discover how to create and live an exceptional life.
  2. Find out how to design your "Personal Paradise"
  3. Understand how to teach your clients to do the same
Speaker

Deborah Fox

Deborah Fox is CEO and Founder of AdvisorTouch, a company nationally known for its comprehensive set of resources that enable advisors to increase work more efficiently to increase profitability and deliver exceptional services to clients. Fox has been a practicing financial advisor for over 30 years and is known nationally for her unique approach to holistic financial planning and wealth management services. Fox has also been providing consulting services to financial advisors for over 20 years. She has a reputation for being able to innately assess a situation and quickly come up with effective solutions that can lead to rapid breakthroughs. She possesses strong skill sets in many areas such as marketing, practice management, technology implementation, and financial planning technical skills. Fox was recently chosen by InvestmentNews to receive one of its ten “Innovators” awards for 2020 from a pool of over 200 nominees.

Summary
Availability: On-Demand
Expires on Dec 31, 2024
Cost: FREE
Credit Offered:
1 NAPFA CE Credit
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