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1 - 7of 7

Results: 7

Amanda Cassar, MFP, AFP

Aug 31, 2018

Leadership lessons from unlikely leaders

Upon visiting Uganda and Malawi, Cassar learned amazing lessons in leadership from some of the poorest people on Earth. Understanding that leadership is about mindset change and taking the opportunity to step up when it's offered can move us to do amazing things. Cassar learned to challenge each area in my life as to where she can become a better leader and shares that journey in this session.
Changing clients’ lives with the vision, commitment and action plan image

Amanda Cassar, MFP, AFP

Oct 26, 2024

Changing clients’ lives with the vision, commitment and action plan

Cassar shares how applying vision, commitment and action — the education methodology of The Hunger Project — can spark transformation for clients. She shares stories of people she met during her travels to Uganda, Malawi and India and how those experiences relate to this impactful strategy. 

Amanda Cassar, MFP, AFP

Dec 11, 201915 min

Spotting financial abuse

Cassar discusses different forms of financial abuse, shares some specific examples she has encountered with her clients, and explains why advisors should care and how they can help.

Vanessa Y. Bucklin, MBA, CLU; Amanda Cassar, MFP, AFP; Kelly Clements; Susan Catherine Paterson, FChFP

Oct 10, 201960 min

Success strategies of the female advisor

How do you run a business, raise a family and maintain relationships all at the same time? In this panel session, you’ll hear three top performing women in the financial services profession discuss the unique challenges that many female advisors face both inside and outside the office. Learn how to adapt during different stages of your personal and professional lives, while also using leadership skills and relationship tips to your advantage.

Amanda Cassar, MFP, AFP

Aug 13, 201922 min

The rise of financial abuse

Instances of financial abuse are on the rise, and it's likely that advisors will be at the forefront of recognizing this tragic phenomenon. Cassar discuses what this looks like and what you can do about it.
A process for your practice

Amanda Cassar, MFP, AFP; Timothy Daniel Clairmont, MSFS; Chee Hong Gan, ChFC, CLU; Mark D. Olson, CFP, MSFS; Jason L. Smith

Nov 1, 202211 min

A process for your practice

Advisors share how being process driven transformed their business.

Vanessa Y. Bucklin, MBA, CLU; Amanda Cassar, MFP, AFP; Kelly Clements; Susan Catherine Paterson, FChFP

May 16, 201926 min

Success strategies of the female advisor

How do you run a business, raise a family and maintain relationships all at the same time? In this panel session, you’ll hear three top performing women in the financial services profession discuss the unique challenges that many female advisors face both inside and outside the office. Learn how to adapt during different stages of your personal and professional lives, while also using leadership skills and relationship tips to your advantage.