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Negotiating 101: How to Advocate for Yourself (and Your Clients)
Course Information
Content Level: Foundational
NAPFA Subject Area: J-Communications

This course is brought to you by LLIS, the exclusive sponsor of NAPFA Genesis.
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.
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: No future session
Expires on 12/31/2024
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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