2024 Impact Report: 3 Stories We Love to Share

Real experts you can trust. Women taking aim at the glass ceiling. Tough kids fighting (and beating) the odds. These are causes you can get behind. And we have in 2024.?

Idea Decanter has been proud to partner with and tell stories for the Financial Planning Association, the Women’s Leadership Alliance, and Make-A Wish of Alaska and Washington. The impact is powerful when you combine the mission of these organizations with the power of Idea Decanter video. Here are three stories that are worth sharing …

An Association Building Your Reputation

The Financial Planning Association is all about creating a supportive community for members. And when we started working with the FPA national and the chapter in Puget Sound, we were immediately pulled into that community. It’s a place to learn, to connect, and to become better at what you do. And there’s more than a little cache for members and partners. Don’t just take our word for it, here’s why other companies love partnering with the FPA …

Winning isn’t everything, but we have a competitive spirit. Which is why one of the projects closest to our hearts this year was an initiative we created in partnership with the FPA. The Membership Magnet program not only created a meaningful impact for chapter membership recruitment and retention, the program landed Idea Decanter x FPA a fiinalist spot at WealthManagement.com’s Wealthies awards!

—>>> Steal the Membership Magnet email strategy here

Look for many more videos coming from the FPA as the org celebrates a 25th anniversary in 2025!

Women on a Mission

The Women’s Leadership Alliance is creating a nationwide movement to change the financial planning industry. An industry that has remained stubbornly male. The WLA has grown from a fledgling idea some brilliant women dreamed up around a conference table … into a much broader initiative.?

Idea Decanter has been proud to be part of it along the way. If you haven’t checked out the WLA, please do it. They’ve launched an Ambassador program designed for students, early career advisors, and those who have already made their mark in the industry. Learn more and get involved here.

Tough Kids (& Adorable Pets)

Talking dogs make for memorable stories. That became clear after Pop-I the rescue Chihuahua (who speaks with a Texas accent) scampered his way in front of our lens. We love how the team at Make-A-Wish is constantly dreaming up creative ways to tell the stories of their wish kids. When it comes to creative ideas, we are always on board! And we look forward to helping M-A-W share more granted wishes with the world in 2025. In the meantime, we’re pretty sure Pop-I will leave you with a smile: