A Year of Focus and Growth
As the 2017 President of the Association of African-American Financial Advisors, I want you to know what my focus is for this year...
As the 2017 President of the Association of African-American Financial Advisors, I want you to know what my focus is for this year:
- Increasing the demand for and inclusion of black financial planners in key decision-making roles in the industry.
- Increasing the support for current and future black financial planners
- Improving African American financial wellness through financial education and financial planning
Just a few of the things the new officers and board members are working on include:
- Creating a new website,
- Establishing local chapters and virtual communities, and of course,
- Working on our annual conference.
Please save the date for the 2017 conference, which will be held in Chicago, September 10 through September 12.
The 2016 National Conference attendees gave us great feedback on ways to increase the value of your membership. We are hard at work incorporating those comments into our internal objectives. We want to be the preeminent membership organization advancing the diverse body of African-American financial advisors. I will continue to update you throughout the year as these initiatives go-live.
As you may know, the College for Financial Planning partnered with us to create a scholarship for those members seeking certification as a CERTIFIED FINANCIAL PLANNER™ professional. Hyacinth Henderson was the inaugural winner. We wish her all the best during her studies and helping to advance the profession.
Finally, we need you. We need your support, by you renewing your membership, adding to our membership rolls by recruiting other advisors and most importantly, through volunteering your time. We have needs both on a national and local basis. These are just a few:
Please email me to let me know where you can help. New to the business? Not a problem, we have roles for newbies too.
Let’s make 2017 a break-out year for African American financial advisors!
James Brewer, CFP®, CRPC®, MBA, AIF®, CDFA®