Top Lessons from Financial Planners’ Conference in US

Everybody has something that they would love to do if they didn’t have to work – except for a fortunate few who absolutely adore their work itself. First, find out what it is that really motivates you the most and drives you to want financial freedom. In some cases, it’s money – really. It took me more than 50 words to share the message but Mitch Anthony explains this beautifully in just 10 words.

Conferences are a great way to learn & share our views. This month there was a conference is US organised by NAPFA (The National Association of Personal Financial Advisors) – one of the most reputed Financial Planner association. I haven’t attended that but read amazing messages flashing on Twitter – I decided to share selected meaningful tweets with you. Hope you will enjoy!! (trying to be bit active on twitter – join @hemantbeniwal )

Top Lessons from Financial Planners' Conference in US

Image courtesy of jscreationzs at

Top Lessons

Vanguard is world biggest ETF management company – founder John Bogle is treated as father of ETF industry. Relying on past performance is really dangerous… check 10 investment mistakes you should avoid

Last Year I read Greg McKeown’s book Essentiaism : The Disciplined Pursuit of Less – also suggested this to couple of clients. Book is about busy vs prodectivitity.. I think these 2 messages will give some idea (Rick Kahler in Financial Planner & famous author – last year Rick visited India & shared his views on Behaviour Finance)

Change – I think biggest chanllenge for everyone in personal & professional life… “He who rejects change is the architect of decay.  The only human institution which rejects progress is the cemetery.” Harold Wilson

Happiness  – read Money Can buy Happiness

Investor Behaviour – I think that’s the key of investor success – read 6 common behaviour mistakes

Fun : )

Mitch Anthony is famous author & Financial Advisors’ coach – he is pioneer in Life Planning & Retirement Planning

I think this applies to the whole world – US is facing elections this years so investors are woried about the outcome & trying to predict result + how that will affect them … read Let’s not believe in predictions

Thanks to Carolyn & others for these tweets

You must have noticed that most of the tweets were not directly linked with finance – there are 2 reasons, I have not added technicals tweets which are not relevent for Indian audience & second US planners are now focussing on Financial + Life planning – which looks to be a future of this profession. I have also talked about the concept in my book “Financial Life Planning” – now avilable on Amazon

Please share your views in the comment section. Your motivation is required to keep us active : )

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Hemant Beniwal is a CERTIFIED FINANCIAL PLANNER and his Company Ark Primary Advisors Pvt Ltd is registered as an Investment Adviser with SEBI. Hemant is also a member of the Financial Planning Association, U.S.A and registered as a life planner with Kinder Institute of Life Planning, U.S.A. He started his Financial Planning Practice & TFL Guide Blog in 2009. "The Financial Literates" is a dream & mission to make Indians Financial Literate.


  1. “Everyone is so busy and most let you know it. Busyness is a bogus badge of honor. Busyness has no inherent value”..great ..

  2. Everyone is so busy and most let you know it. Busyness is a bogus badge of honor. Busyness has no inherent value.” Greg McKeown #NAPFA16— this one really takes the cake–so often we see this in the industry– “Sea Gull Managers”–they fly in from nowhere whenever a deal is nearing closure, s*it on everything and then fly out, leaving you to clean up the mess.

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