Issue 48 of Citywire RIA is here! In it we get an up-close-and-personal profile of @kamila_elliott, an advisor and the 2022 CFP Board chair. We also cover changes to the investing landscape, Angie Herbers shares her best advice on how firms can keep employees motivated and more!

CFP Board is a #PhenomByGirlScouts sponsor! Visit us at Booth 905 at the Girl Scouts Convention in Orlando July 21-22 for hands-on activities designed to teach young women about financial planning careers and the benefits of becoming a CFP® professional. #FutureCFPpro

CFP Board CEO Kevin Keller (Kevin Keller) and CFP Board Chair-Elect Matthew Boersen (Matthew B. Boersen, CFA, CFP®) take the stage to provide updates on our strategic priorities and offer insights into what attendees can anticipate at this year's Diversity Summit. #CFPproDiversity

Our CFP® Certificant Connection meetings are in Pittsburgh, the Detroit area, Minneapolis & Kansas City, MO this week! Meet Board Chair Matt Boersen (Matthew B. Boersen, CFA, CFP®) & earn 1 CE credit w/ a Psychology of Financial Planning™ CE program. Register now: cfp.net/events #CFPpro

The Board of Directors of CFP Board has elected Terri Kallsen, CFP® as its 2025 Board Chair-Elect. Please join us in congratulating Terri!  cfp.net/news/2024/07/t… #CFPpro

It was great to connect with so many CFP® professionals last night at @FPANextGen Gathering 2024. The future of financial planning is bright and we’re here for it. #BourbonWithBoersen CFP Board Financial Planning Association (FPA) Matthew B. Boersen, CFA, CFP® MichaelKitces #financialplanning #CFPPro