It’s a Mindset

Using Communications to Define Financial Planning for Millenials, Boomers and Everyone In-Between

Hosted by the Financial Communications Section.

This section webinar is not currently available. Email the Sections Department to inquire about future availability of this program.

Category: Techniques & Tactics

Research conducted by the Certified Financial Planner Board of Standards, Inc. (CFP Board) continues to show that people who have a financial plan save more, are more confident and feel better not just about their finances, but their life.

This webinar will discuss recently released research, and how the CFP Board has used a variety of communications tools — from advertising to earned media — to help change the perception of what financial planning is and what it is not, how it is defining a new profession and the challenges it faces.

In this session, you will:

  • Learn about new research related to the value Americans see in financial planning, and how it can be used as part of a communications initiative.
  • Gain insights into how a nonprofit financial services organization rebuilt its PR function to be known as the go-to source of information on financial matters.
  • Get tips for integrating marketing and communications efforts to create an efficient public awareness campaign.


Dan Drummond, director, public relations, CFP Board

Drummond, CFP Board, is serving his third term with Fairfax City Council as the representative for the Metropolitan Washington Council of Governments Board of Directors and the Transportation Planning Board (alternate). He has been a member of the Economic Development Authority, the Parks and Recreation Advisory Board and the 2004 School Bonds Task Force Steering Committee.


John Files, senior vice president, Powell Tate

Files applies his extensive experience as a writer and editor of national and political news, and public affairs issues to a range of strategic communications and media relations projects. He specializes in developing and executing communication strategies designed to position issues and organizations in the media, impact policy debates and elevate corporate reputations. He has worked for a variety of clients, including major corporations, trade associations, public policy advocacy organizations and nonprofits.


Participants with the APR credential earn 1.0 APR Maintenance Credit for a webinar. Learn more about Accreditation maintenance.