Alexandra Zendrian Profile
Alexandra Zendrian

@azendrian

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PR and writing hands to several. Comments my own; RTs not endorsements.

Joined April 2009
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@azendrian
Alexandra Zendrian
6 days
"I got my CFP; now what? This answers a lot," said Nick Nicolette during @fpassociation LIVE re: new #financialplanning competency model. #behavioralfinance #financialadvice #CFP.
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@azendrian
Alexandra Zendrian
6 days
To create the @fpassociation, there was a group of academics, new planners, seasoned ones, etc. noted Nick Nicolette during LIVE re: new #financialplanning competency model.
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@azendrian
Alexandra Zendrian
6 days
Getting those behavioral competencies can be challenging for some and easy for others. Those skills, while not technical, are incredibly important too notes @fpassociation's Destre Downing re: new #financialplanning competency model.
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@azendrian
Alexandra Zendrian
6 days
Putting common terminology around personal development in #financialplanning is a great benefit of the new @fpassociation competency model. #behavioralfinance #nextgen #nextgenentrepreneurship #nextgenfinancialplanners.
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@azendrian
Alexandra Zendrian
6 days
The @fpassociation new #financialplanning competency model can help with team development notes @BenLewisPR. #behavioralfinance #financialadvice.
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@azendrian
Alexandra Zendrian
6 days
Having a unified system to measure a #financialplanner's abilities will be immeasurably helpful for the industry and for advisors thanks to the @fpassociation's new #financialplanning competency model.
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@azendrian
Alexandra Zendrian
6 days
"It's designed to be able to fit you no matter where you are in your career journey," said @BenLewisPR re: @fpassociation's new #financialplanning competency model. Next-gen, sunsetting and everywhere in between.
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@azendrian
Alexandra Zendrian
6 days
"It was exciting to know I could take next steps," Nick said of knowing where he stands in that @fpassociation #financialplanning competency model assessment.
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@azendrian
Alexandra Zendrian
6 days
Although a fabulous advisor, Nick Nicholette got a lower-than-expected score in professionalism which is related to systems when he did @fpassociation #financialplanning competency model assessment. Now he can work on that.
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@azendrian
Alexandra Zendrian
6 days
"Answer in your heart where you really are, not where you want to be," guides Nick Nicholette for those using the new @fpassociation #financialplanning competency model assessments.
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@azendrian
Alexandra Zendrian
6 days
.@fpassociation new competency model assessments are 15 questions, so not onerous, and are meant for self-reflection rather than shaming explained Destre Downing. Advisors have done them in as little as 5 mins. #financialplanning #learningfinancialplanning #behavioralfinance.
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@azendrian
Alexandra Zendrian
6 days
There's also learning paths after an advisor has been identified as beginner, intermediate and advanced, Destre Downing added. @fpassociation #financialplanning.
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@azendrian
Alexandra Zendrian
6 days
Advisors can start with an assessment to get into the @fpassociation #financialplanning competency model, explained Destre Downing. This will give them a baseline to know where they stand. *The assessments are free to both FPA members and non-members.
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@azendrian
Alexandra Zendrian
6 days
Destre Downing describes the new @fpassociation competency model as a "choose your own adventure" where advisors can focus on one area of weakness or strength at a time. #financialplanning #behavioralfinance #financialadvice.
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@azendrian
Alexandra Zendrian
6 days
It's hard for advisors to create "hard systems" for developing staff, noted Nick Nicholette on @fpassociation LIVE especially in addition to serving clients. The group's new competency model helps with that. #financialplanning #behavioralfinance.
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@azendrian
Alexandra Zendrian
6 days
To be truly recognized as a profession, the @fpassociation took the step forward of creating a competency model explained Nick Nicholette, who is past FPA president. #financialplanning #behavioralfinance #financialadvice.
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@azendrian
Alexandra Zendrian
6 days
Six areas have been identified by a taskforce of members and volunteers of @fpassociation to create the new competency model notes Destre Downing. #financialplanning #behavioralfinance.
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@azendrian
Alexandra Zendrian
6 days
"It's a development roadmap for financial planners. it's focused on behavioral traits and competencies," explains @fpassociation's Destre Downing re: new #financialplanning competency model.
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