For more than 40 years, the award-winning Journal of Financial Planning has helped financial planners support clients and build their practices. Topics include the latest academic research – such as evaluating the link between marital status and risk tolerance – to the practical – such as why it may be a good idea for clients to choose to take early IRA distributions (or not).

One year into her tenure as editor, Danielle Andrus shares a behind-the-scenes look at the Financial Planning Association’s (FPA) premier publication.

Danielle is Framework host Ana Trujillo Limón’s successor at the Journal of Financial Planning and brings a business journalism background to her current role. She was drawn to the collaborative nature of the FPA and its mission to serve members by helping build knowledge and competency.

“In every issue, we publish peer-reviewed research alongside thought leadership and analysis to help people understand the practical side of running a financial planning business,” Danielle explains. “We are hyper-focused on serving the practitioner and (giving them) what they need to be successful in financial planning.”

Much of the Journal‘s content is contributed by practitioners, which allows for valuable on-the-ground insights and the opportunity for peer-to-peer learning.

In today’s episode, Danielle speaks to Ana about her journey to the Journal, how practitioners can get published, the role the financial planning community plays in shaping content, how the Journal supports next-generation planners, the importance of networking and more.

Key Takeaways

  • The hallmarks of a profession are specialized knowledge and the competency of its practitioners. This underlines every editorial decision at the Journal.
  • To get published in the Journal, financial planners should: pitch topics that are important for planners to know and that you can help them understand; share personal experiences of how you addressed a challenge in your practice; be objective. Danielle and her team are happy to work with writers to help develop ideas into good articles.
  • The best ways to network are to join industry associations such as the FPA and attend events. This takes the pressure off because everyone has a shared objective.

Quote

“Our sole mission at the Journal is to build the competency of financial planners. The end goal for me is to build up a community of people who are using money to live the lives they want to lead. I am excited to be able to contribute to that in my own small way by supporting planners.” – Danielle Andrus

Links

Carson’s coaches work with thousands of FPA members. Schedule a consultation to learn more about how Carson can help you grow your business.

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