I wanted to make everyone aware of some PR the group has recently received across the valley. There have been two instances I am aware of within the past month where the group is noted.
The first is in the Financial Planning Association of Greater Phoenix's newsletter Newsline in their October issue. The issue can be found here on page 11. This is excellent because it goes out to the target market for potential members of our group. The article discusses the purpose of the group as well as contact information to get involved.
The second piece is pertaining to one of our actual members of the Young Financiers. Joe Clancy, Operations Manager and Portfolio Administrator at Perspective Financial Services, is featured in his firm's monthly newsletter A Broader Perspective for October as recently joining the Young Financiers. See the newsletter here. This is a way for Perspective to let their clients know the employees are taking on additional learning opportunities. What an excellent way to gain exposure to let clients know there is a group out there that caters to younger individuals in this business.
I look forward to sharing many more media pieces focused on this group, potentially in the Journal of Financial Planning and the Wall Street Journal.
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