I recently returned from the FTA's annual conference. This year's conference was in San Diego, a wonderful location. It's my second time attending this conference live, and I learn more here than at any other event I attend. I tweeted from most of the sessions I attended - those tweets are compiled below.
Excited to see #FTAC24 kick off. I missed 2023, but the 2022 conference included the most learning I have ever experienced in one conference. Ashley Agnew, FTA pres, kicks it off. @FinTherapyAssoc pic.twitter.com/8WtrJooRf9
— Jason Watt (@JasonWattBCC) May 16, 2024
Conf chair @_natashaknox_ predicts that the sessions we see here are predictive of where the industry is going, and I agree. @FinTherapyAssoc #FTAC2024 pic.twitter.com/88kqZpmuUj
— Jason Watt (@JasonWattBCC) May 16, 2024
— Jason Watt (@JasonWattBCC) May 16, 2024
#FTAC2024 ‘s ice breaker game was great. Got people off their chairs, moving around, and connecting. @FinTherapyAssoc pic.twitter.com/oDk20PtJlU
— Jason Watt (@JasonWattBCC) May 16, 2024
A good chunk of our time at this conference will be spent on this very detailed, very complex case study. The case revolves around a couple who could get a gift from a parent, but only if they sign a prenup. #FTAC2024 @FinTherapyAssoc pic.twitter.com/N3rAHEhnld
— Jason Watt (@JasonWattBCC) May 16, 2024
Ed Coambs helps with answers to some of the case study questions.
— Jason Watt (@JasonWattBCC) May 16, 2024
-don’t rush to recommendations
-what is your referral process
-is the solution a therapeutic solution or a planning solution#FPAC2024@FinTherapyAssoc pic.twitter.com/Cdmw6j5rrk
https://t.co/VORcmWacSF
— Jason Watt (@JasonWattBCC) May 16, 2024
This podcast features two of the folks at the table, and helped me figure out my distaste for @DaveRamsey
My table for the case studies had some incredible people!
— Jason Watt (@JasonWattBCC) May 16, 2024
-Bruce Ross, prof at Kentucky
-Jerry Inglet, fp from Buffalo
-@RickKahler , fin therapy pioneer
-Kerry Keihn, fp from North Carolina
-Jillian Knight, couples therapist pic.twitter.com/6ldQZKMwcq
The weather wasn’t amazing, but we ended the day with an outdoor reception. Lots of great conversation. I learned a bit about the supervision requirements for new therapists and we discussed why there is no equivalent in financial planning. #FTAC2024@FinTherapyAssoc pic.twitter.com/isB6VTjmYk
— Jason Watt (@JasonWattBCC) May 17, 2024
Started the day with the second set of questions from the case study. I didn’t get a photo of my table, but they were incredible. Strong therapy cred. #FTAC2024@FinTherapyAssoc pic.twitter.com/hyctMD2OW3
— Jason Watt (@JasonWattBCC) May 17, 2024
We often think about traumas as big T events, but small T traumas can have serious adverse impacts on financial outcomes. pic.twitter.com/BFGB0aYnPD
— Jason Watt (@JasonWattBCC) May 17, 2024
One of the challenges at any good conference is choosing the best breakout, and this conference is no different. I think I lucked out here, listening to @AlexMelkumian and @RahkimSabree talk about financial aspects of cultural diversity. @FinTherapyAssoc #FTAC2024 pic.twitter.com/3KIkGCCKGg
— Jason Watt (@JasonWattBCC) May 17, 2024
John Lee and Amelia Vlashi (Canadians at a US conference!) continue the theme of our last breakout session, discussing various cultural impacts on big ticket spends. #FTAC2024@FinTherapyAssoc pic.twitter.com/h26NSxGFB2
— Jason Watt (@JasonWattBCC) May 17, 2024
@advicesticks was the keynote. Fantastic as always. Moira’s message boils down to:
— Jason Watt (@JasonWattBCC) May 18, 2024
-you’re an advice giver
-you give advice
-your client doesn’t implement
-there is something you could have done differently to make implementation happen@FinTherapyAssoc #FTAC2024 pic.twitter.com/UJilzR1s1A
I'm back and settled after attending 2/3 of the @FinTherapyAssoc #FTAC2024 I had to miss Day 3 on account of a family wedding (which was pretty great, btw.)
— Jason Watt (@JasonWattBCC) May 20, 2024
This is my 2nd time attending live, and it won't be my last. A thread:
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