Financial Planning Association (FPA)

FPA LIVE with Skip Schweiss and James Lee of the FPA PAC Join us for the next episode of FPA LIVE, when we talk with Skip Schweiss, CFP?, and James Lee, CFP?, about the importance of advocating for the financial planning profession. Skip is the 2024 chair of the FPA Political Action Committee (FPA PAC), and James will serve as the 2025 chair. We will chat about the role of a PAC, the work the FPA PAC is doing to give financial planners a voice with policymakers, the issues the FPA PAC is working to address, and much more. Tune in!

A.U.M.? - Creating Atomic Content In this FPA-sponsored episode of A.U.M. - Ask Us Marketing?, hosted by Kalli Collective, we’re excited to feature Matt Halloran from ProudMouth, discussing the innovative Atomic Content method. Matt breaks down how financial advisors can repurpose long-form content, such as podcasts or videos, into smaller, high-impact pieces to engage their audience across multiple platforms. This strategy allows advisors to maximize their content creation efforts while consistently building credibility and maintaining their brand voice. If you're looking for a way to save time, expand your reach, and keep your marketing efficient, the Atomic Content method is a game-changer. Tune in to learn how to harness the power of your existing content to grow your influence and boost your marketing results.

Nothing showcases your knowledge and expertise as a financial planner like appearing in the media. Luckily for you, FPA has a system in place to make it easy to get the exposure you want. FPA MediaSource: https://hubs.li/Q02R6yx30

FPA LIVE with Danielle Miura on Caring for Caregivers Join us for the next episode of FPA LIVE, when we talk with Danielle Miura, CFP?, founder of Spark Financials in Ripon, California, and a passionate advocate for those providing family caregiving. We’ll chat with Danielle about the genesis of this passion, how financial planners can best support clients who provide care to family members, the tools and resources she is developing to support financial planners, and what she is doing this month to mark National Family Caregivers Month. Tune in!

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A.U.M.? - Become a Video #Finfluencer Do you want to amplify your voice as a financial advisor and become a trusted expert in your niche? In?this?FPA-sponsored?episode of?A.U.M. - Ask Us Marketing?, hosted by?Kalli Collective, we’re joined by Laura Garfield, co-founder of Idea Decanter, to discuss how you can become a #Finfluencer. Laura will reveal actionable video marketing strategies that will help you leverage your expertise, attract followers, and build lasting connections. Whether you’re new to video or a seasoned creator, this episode will inspire you to take your influence to the next level.

FPA LIVE with Laura Garfield & Sharon Gottula on 2025 Marketing Trends Join us for the next episode of FPA LIVE, where we talk with Laura Garfield and Sharon Gottula, co-founders of Idea Decanter, a leading marketing agency specializing in helping financial planners grow their authority using video. As two of the most recognized experts in this space, we will discuss their work for financial professionals, the increasing importance of video in standing out from the crowd, the five trends they are seeing in financial services marketing in 2025, and much more. Tune in!

It's not too late! Join us today at 2:00 PM ET.

?? Live Web Event on 11/13/2024 at 1:00 PM (CST) ?? Join Julie Littlechild as she shares a step-by-step plan to drive deeper engagement and uncover growth opportunities at every stage of the client journey. You’ll learn how to scale a differentiated experience that ensures each prospect and client feels seen, heard and understood. In addition to sharing Absolute Engagement’s latest thinking, you’ll see the Engagement Engine in action and learn about the FPA’s partnership to bring you this innovative tool at a 20% discount. Register Now: https://bit.ly/40FZzRg

Check out the November 2024 issue of the Journal of Financial Planning to learn how integrating a gender lens into investment decisions can create new opportunities for your clients, strategies to protect your firm and your successors and family members during a future buyout, and the real reason women continue to be underrepresented in the financial planning profession despite two decades of work promoting it as a great career opportunity. Members must be logged in to access: https://bit.ly/3YCglyd