Financial Planning Association (FPA)

FPA LIVE with Daniel Pink Join us for the next episode of FPA LIVE, in which we talk with New York Times best-selling author Daniel Pink! Daniel is a renowned speaker and author of five best-sellers, including his latest book, The Power of Regret: How Looking Backward Moves Us Forward. Join us as we discuss his work on business, work, creativity, and behavior. We will also talk about his closing keynote session at FPA Annual Conference 2024 in Columbus, Ohio, from September 18-20. Tune in!

FPA LIVE with Nicole Casperson of Fintech is Femme Join us for the next episode of FPA LIVE when we talk with Nicole Casperson, founder and CEO of Fintech is Femme! We will chat about the media empire Nicole has built and her work to elevate the voices of women who are shaping the future of financial technology. We will also chat about her role as moderator of a keynote panel at FPA Annual Conference 2024 in Columbus from Sept. 18-20, which will focus on how financial planners can use technology to embrace the very human practice of financial planning. Tune in!

Congratulations to Aaron Coates CFP®, Mark Johannessen, CFP®, AIF®, and Catherine Seeber, CFP®, CeFT®, winners of FPA's 2024 Heart of Financial Planning Award! Aaron, Mark, and Cathy are perfect examples of those who work selflessly to elevate the #financialplanning profession while impacting those around them and society. Join FPA in congratulating them on this wonderful honor! https://lnkd.in/eeTcqN98 Financial Planning Association (FPA) Christine Richardson James Lee, CFP®, CRPC®, AIF® Claudia Kane CFP®, CDFA®, CIMA®, CPWA®, ADPA® Paul Brahim, CFP®, CEPA® Mark Prendergast Patrick D. Mahoney Nick Tuttle

A.U.M.™ - Growing Your AUM via Your Podcast There are multiple outlets for investing in your firm’s reach and client retention. So how do you know which is right for you? Jesse Cramer, our guest on this episode, lives by Ben Franklin’s words: “An investment in knowledge pays the best interest.” It turns out that an investment in sharing knowledge also has a pretty great ROI for your firm. As the creative force behind The Best Interest, nominee for 2023’s “People’s Choice Podcast of the Year,” and a guest on shows like CNBC, the Wall Street Journal, the Motley Fool, Yahoo Finance, and more, you could say Jesse knows a thing or two about crafting a podcast that draws a crowd and gets them to stick around. If you’re not sure how podcasting can help grow your firm, pause your other plans and press play on this exciting episode of Ask Us Marketing, brought to you by the FPA.

A.U.M.™ - How to Conquer LinkedIn If your online presence isn’t generating the growth you want it to, the missing link just might be your LinkedIn strategy. How personal should your profile be? How much should you repost vs. post original content, and how often should you post? Is it okay to DM clients, or does that come off creepy? If navigating LinkedIn makes you feel like you’re looking for a seat on your first day at a new school, not to worry. On this episode of Ask Us Marketing, sponsored by the FPA, Kalli is joined by Kris Hughes, founder of Zanate Ventures, and LinkedIn legend. Tune in to learn how you can leverage this networking powerhouse and turn connections into growth opportunities.

This morning, we were pleased to announce that the Financial Planning Association of New England has been named the 2024 Power of Financial Planning Award winner! Each year, the Financial Planning Association (FPA) and the Foundation for Financial Planning recognize one FPA chapter's outstanding efforts over the previous 12 months to provide quality pro bono financial planning and advice to underserved populations. Join us in congratulating FPA of New England! Learn more: https://lnkd.in/ejkzejmh Marybeth Breed, CFP® Jon Dauphiné Patrick D. Mahoney Christine Richardson Kurt Kaczor Kristin Beane Kevin M. Williams Karen E. Van Voorhis, CFP Dan Galli, CFP® Kathleen Kenealy, CFP®, CPWA® #probono #financialplanning

A.U.M.™ - Improve Your Sales and Win More Clients Do sales calls still give you the chills? You’re not alone! The financial planning industry is built on client-advisor relationships, so it’s no surprise that developing trust throughout your sales funnel is the key to growing your practice AND your sales pitch confidence. On this episode of AUM, hosted by the FPA , Kalli is talking with Rachel Covert, the powerhouse behind the wildly successful coaching program, Electri Fi Wealth, and @rachel_talksmoney, to learn how she overcame sales call phobia and increased lead conversion by leaning into authenticity.

In this conversation, we chat with Paul Reynolds, senior editor of special projects at Money—one of the premier brands in personal finance news coverage. We discuss the work Money is doing to educate millions of consumers and the "Best Financial Planners" initiative that Money and FPA are partnering on to quantify the impactful work of financial planners and elevate the financial planning profession. https://bit.ly/4czGT98

Thank you, Jeff Bush, for taking the time to chat with me on FPA LIVE! And I look forward to hearing your opening keynote at FPA Annual Conference 2024 in Columbus on September 18! If you have not yet registered, do so today at www.fpaannual.org! #fpaannual Financial Planning Association (FPA)

FPA LIVE with Jeff Bush of The Washington Update Join FPA LIVE on Wednesday, July 10, at 12:30 p.m. ET for a conversation with Jeff Bush, principal of The Washington Update. We will learn more about Jeff and his background, his upcoming keynote at FPA Annual Conference 2024 in Columbus, Ohio, from September 18-20, and so much more. Tune In!