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Negotiating 101: How to Advocate for Yourself (and Your Clients)
Course Information
Content Level: Foundational
NAPFA Subject Area: J-Communications
Course Description
Negotiations don’t have to be scary – they can actually be really fun. The key is to be prepared by having a good framework to break down the negotiation into interests.

In this session, presenter Shawn Tydlaska, CFP®, MBA, founder/CEO of Ballast Point Financial Planning, will teach you tips and tricks you can use to negotiate for a higher salary, a larger bonus, and even a higher title for yourself. You can also apply these strategies to your clients to help them negotiate a job offer as an additional service your firm can provide.

Tydlaska learned these skills while earning his MBA from the University of Michigan and through the real-life practice of helping dozens of clients navigate their careers. He will share an Excel file planning template as well as the strategies during the session.

This program is brought to you by LLIS, the exclusive sponsor of NAPFA Genesis.
Learning Objectives
  1. Acquire a framework for how to prepare for negotiation
  2. Feel confident advocating for yourself in a respectful way
  3. Bring added value to your firm by coaching clients to negotiate job offers
Shawn Tydlaska, CFP®, MBA

Shawn Tydlaska, CFP®, MBA, is the founder and CEO of Ballast Point Financial Planning. Tydlaska earned his BA from UCLA in 2004 and began working in the broader financial services industry. Wanting to make a direct impact on people’s lives, he studied for and earned the CFP® marks in 2010. He began his financial planning career working for a high-net-worth firm in San Diego, where the account minimum was $2M in assets.

In order to serve clients that were more in his peer group with a new service model, Tydlaska decided to pursue his MBA from the University of Michigan - Ross School of Business and ultimately launched Ballast Point in 2016. He is a co-founder of the BLX Internship program, which aims to provide an entry point into the financial planning profession to Black and LatinX students and career changers.

Availability: On-Demand
Expires on Dec 31, 2024
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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