Financial Planning Association (FPA)

Take a look at this segment from our FPA Live featuring Julie Littlechild with Absolute Engagement. Full video in comments.

We sat down with Kevin R. Clark, CFP?, CIMA?, EA and Daniel Yerger, MBA, CFP?, ChFC, AIF to hear their thoughts on why FPA Retreat is such a unique event, the work being done behind the scenes to design this year’s experience, what’s in store for attendees, and what they have personally taken away from prior events and applied to their careers and businesses. Register for FPA Retreat 2025 By March 24: https://hubs.li/Q03cndFQ0 Watch the full interview: https://hubs.li/Q03cmJlM0

A.U.M.? - Network Like a Human, Not a Salesy Weirdo Networking doesn’t have to be awkward or uncomfortable. Join Kalli Fedusenko and Melissa from PowerfulWomenRising.com for an empowering session on "How to Network Like a Human, Not a Salesy Weirdo." Here’s what you’ll learn: ?? How to make networking feel authentic and enjoyable. ?? Tips for starting conversations that leave a lasting impression. ?? Strategies for building genuine relationships, not just collecting business cards. ?? The top networking mistakes to avoid—and what to do instead. ? Brought to you by the Financial Planning Association (FPA)

A.U.M.? - Website Terms Every Financial Planner Needs to Know In this episode of A.U.M. - Ask Us Marketing?, Kalli Fedusenko is breaking down the essential website-related terms every financial planner needs to know. Whether you’re dealing with IT providers, updating your site, or troubleshooting email issues, understanding these terms will help you stay in control of your online presence. ?? What’s the difference between a domain registrar, DNS provider, and web host? ?? Why do A Records, CNAMEs, and MX Records matter for your website and email? ?? How does your CMS affect your ability to update and manage content? ?? What’s an SSL certificate, and why is it crucial for security and SEO? If website lingo has ever made you feel lost, this session is for you. Join us for a clear, no-nonsense breakdown of the website infrastructure financial planners rely on every day.

"Retreat [is] really one of the most amazing sort of events in the financial planning space, not only because you get genuinely some of the most top tier financial planners attending, speaking, participating in it, and they've been doing so for years, many years." - FPA Retreat Task Force Leader, Daniel Yerger, MBA, CFP?, ChFC, AIF Registration ends March 24. ?? April 28–30 | ?? Oak Brook, IL Secure your spot now: https://bit.ly/4ihvkpV

FPA provides many opportunities to recognize outstanding achievements in the profession through its awards. Additionally, we support inclusion to all who seek to grow both personally and professionally and provide various scholarship opportunities to those in the profession to attend FPA conferences and engage with the community. P. Kemp Fain, Jr., Award: https://bit.ly/422n7QG Heart of Financial Planning Award: https://bit.ly/41Mc9xl FPA Diversity Scholarship: https://bit.ly/420n2wV 2025 Power of Financial Planning Award Nomination: https://bit.ly/4bPaEmF

For this week we have a video featuring Julie Littlechild.

FPA LIVE with Kevin Clark and Daniel Yerger on FPA Retreat 2025 Join us for the next episode of FPA LIVE when we chat with Kevin Clark, CFP?, and Daniel Yerger, CFP?, about FPA Retreat 2025, which is being held April 28-30 at the Hilton Chicago Oak Brook Resort. Kevin and Daniel, who are leading the Retreat Task Force, will share their thoughts on why Retreat is such a unique event, the work being done behind the scenes to design this year’s experience, what’s in store for attendees this year, what they have personally taken away from prior events and applied to their careers and businesses. You won’t want to miss it. Tune in!

A.U.M.? - Stop Counting Conversations and Have Conversations That Count Some conversations open doors—others fall flat. Join Kalli Fedusenko and Kyle Coon from KyleCoon.com for a powerful session on "Making Conversations That Count." Here’s what you’ll learn: ?? How to start conversations that build trust and engagement. ?? Ways to move past small talk and create real connections. ?? Strategies for turning conversations into business opportunities. ?? The biggest mistakes to avoid when networking and relationship-building. ? Brought to you by the Financial Planning Association (FPA)

?? Ready to elevate your practice? Join us at FPA Retreat 2025 to explore?reflection, build?resilience, and spark?revolutionary?ideas in an exceptional setting.??? ?? April 28–30, 2025 | ?? Hilton Chicago Oak Brook Resort Secure your spot today! ?? https://lnkd.in/gNKKk_UQ