How to Start Your Private Practice - Continuing the Discussion
AFCPE Virtual Member Meet Ups
Designed for AFCPE members, by AFCPE members.
Introducing you to new ideas and resources, while connecting you with AFCPE members across the country.
Whether you are currently running a successful private practice, exploring the idea of starting one - or you lie somewhere in between – May’s virtual member meet-up is for you.
AFCPE® member, and AFC® candidate, Garrett Philbin – who is as passionate about connecting financial professionals as we are, and who has first-hand experience in starting a financial coaching practice (the good, bad, ugly – and awesome, pun intended) – will share his experiences and help lead the discussion.
When registering for the May meet-up, we invite you to answer a few questions that will help us structure the conversation in a way that is beneficial to you! Then come to listen, share and learn.
Garrett shares his experience building a private practice here.
To learn more about Garrett's experience starting a private financial coaching practice, read this article: https://www.kitces.com/blog/financial-coaching-what-it-is-and-how-to-become-one/
Date: May 01, 2018
Time: 12 - 1 PM ET