TFP Participates in Study Groups as a Way to Stay on the Forefront of Industry Evolution

TFP Participates in Study Groups as a Way to Stay on the Forefront of Industry Evolution

Why Study Groups and Why We Participate

Our industry is constantly facing changes: new tax plans; fiduciary regulations; technology and healthcare advancements; and product changes are some of the things that impact how we continue to serve our clients. At Texas Financial Partners (TFP), one of the ways we keep ahead of the curve is having staff members participate in national industry study groups.

These invitation-only groups facilitate collaboration among staff members from similar firms across the country. We attend two in-person meetings per year, as well as monthly calls, to share and exchange ideas and compare practices. Members share the responsibility of planning and developing program content for our calls and in-person meetings. Study groups increase our knowledge and help us maintain a leadership role in the industry. As a group, we work to develop standards and best practices to maximize effectiveness at our jobs.

We encourage personal and professional development because this allows us to provide the highest quality service to our clients and their advisors. Industry study groups are another way we are investing in developing the best staff possible.

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*Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Not all persons listed can offer Securities and Investment Advisory Services. Texas Financial Partners is a member of PartnersFinancial, a platform of NFP Insurance Services, Inc. (NFPISI). Kestra IS and Kestra AS are not affiliated with Texas Financial Partners, NFPISI, or any other entity listed.

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