We asked our community, some of whom have been members for 18 years, to describe their FTI/SMI experience in one word, and the above word cloud is the result.
When asked about the FTI/SMI training, below are the responses for those who agreed or strongly agreed:
We then asked, “In one sentence, describe the biggest impact our training has had on your business or your life.” Here are some of the responses . . .
“The CeFT® body of work is the Rosetta Stone
for experienced Financial Planners.”
– Ross Marino CFP®, CeFT®
“FTI’s training has added the most needed ingredient
into the financial planning process—The Client.”
– Norm Politziner, CFP®, CeFT®
“FTI has led so much innovation in this important
sector of the financial planning/life planning
industry. No one else has done what this community
Michael B. Karwic, CFP®, AEP®, CRPC®, CeFT®
“My training as a CeFT® has proven invaluable in my
work as a CDFA. The majority of my clients are
wracked with indecision and are emotionally paralyzed.
The skills I learned as a CeFT® help me help them
feel comfortable with their decisions.”
– Barbara Shapiro EdM2, MSF, CFP®, CFS, CMC,
CDFA, CeFT®, Registered Investment Advisor
Next up: Convos w/Advisors