FPA LIVE with Julie Littlechild on Driving Client Engagement Join us for the next episode of FPA LIVE, where we talk with Julie Littlechild, founder and CEO of Absolute Engagement. Julie is among the foremost authorities on the drivers and evolution of client experience, engagement, and referral growth. Join us when we chat with Julie about the core factors in creating an effective client experience, why client confidence is paramount in their decisions to refer new business, and how FPA and Julie are partnering to bring the Absolute Engagement Engine to the financial planning community. Tune in!
Financial Planning Association (FPA)
金融服务
Denver，Colorado 53,843 位关注者
Elevating the profession that transforms lives through the power of financial planning.
关于我们
The Financial Planning Association? (FPA?) is the leading membership organization for CERTIFIED FINANCIAL PLANNER? professionals and those engaged in the financial planning process. FPA is the CFP? professional’s partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Our best-in-class learning and certificate programs, signature events, and profession-leading publications like the Journal of Financial Planning, enable our members to gain critical knowledge as they work to achieve higher levels of competency in financial planning.
- 网站
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https://www.financialplanningassociation.org/
Financial Planning Association (FPA)的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Denver，Colorado
- 类型
- 非营利机构
- 创立
- 2000
地点
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主要
获取路线
1290 Broadway
Ste. 1625
US，Colorado，Denver，80203
Financial Planning Association (FPA)员工
动态
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2024 FPA Fall Learning Series | October 15th - November 8th 10 sessions, 5 CFP? CE Credits, and a $10 Starbucks Gift Card When You Register On-demand sessions available anytime like "Advising Widows" Learn More: https://hubs.li/Q02ThYLh0
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A.U.M.? - Defining Your Ideal Client In this?FPA-sponsored?A.U.M. - Ask Us Marketing??episode, hosted by advisor marketing firm?Kalli Collective, we explore how financial advisors can define and attract their ideal client. Lori Thiel, CEO of Wealth Hawk, shares insights on leveraging AI to identify and engage high-value prospects, making it easier than ever to grow your client base strategically. If you're looking to refine your approach and target clients that align with your expertise, this episode will provide actionable steps to get started.
A.U.M.? - Defining Your Ideal Client
www.dhirubhai.net
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A.U.M.? - Repurposing Your Podcast Content In this FPA-sponsored A.U.M. - Ask Us Marketing? episode, hosted by Kalli Collective, you’ll discover how to maximize the impact of your podcast content with Sarah Hopkinson, founder of CopyHop. Learn her expert strategies for repurposing podcast episodes into high-value content like articles, email series, and social posts. Whether you're looking to expand your reach or save time, Sarah’s approach will help you unlock hidden potential in your existing podcast archive.
A.U.M.? - Repurposing Your Podcast Content
www.dhirubhai.net
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FPA Retreat is an unforgettable experience that attendees consistently describe as refreshing, relaxed, insightful, and special. If you have never attended or want to relive the experience, join us for FPA Retreat 2025, where you will connect, learn, and grow in a truly exceptional setting. Register at the best possible rate: https://hubs.li/Q02TSMqR0
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Explore our library of free downloadable content, including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors across financial services. Access now: https://hubs.li/Q02R6JgY0
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FPA LIVE with Blake Pinyan and Landon Warmund on FPA NexGen Join us for the next episode of FPA LIVE, in which we talk with Blake Pinyan, CFP?, and Landon Warmund, CFP?, about FPA NexGen and all the community is doing to support the next generation of financial planners. We will explore the work the community is doing today, what’s in store for FPA NexGen next year, and how students, aspiring planners, and young professionals can get engaged in the community. Tune in!
FPA LIVE with Blake Pinyan and Landon Warmund on FPA NexGen
www.dhirubhai.net
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2024 FPA Fall Learning Series | October 15th - November 8th 10 sessions, 5 CFP? CE Credits, and a $10 Starbucks Gift Card When You Register On-demand sessions available anytime like "Major Changes to the College Process in 2024" Learn More: https://bit.ly/3Yo6VYg
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Financial Planning Association (FPA)转发了
The highlight of chatting with Aaron Coates CFP? on #FPALIVE last week was hearing his reaction to seeing the FPA NexGen community at FPA Annual Conference in Columbus. As one of the founders of FPA NexGen, he must be thrilled to see how this dynamic community has grown over the years. This clip from our conversation says it all. ?? See the full conversation at https://lnkd.in/eRKws5aG Financial Planning Association (FPA)