Financial Planning Association (FPA)

A.U.M.™ - Identifying and Combating Online Security Threats So your password isn’t FinancialAdvisor123 and your security question isn’t your dog’s name; you’ve got those down pat. But what about all of the other ways your firm is vulnerable to cybercrime? Keeping your practice safe from digital security breaches and compliance fines is just as important as protecting your client’s confidentiality, and, SPOILER ALERT: that includes your marketing. In this episode of Ask Us Marketing™, sponsored by the FPA, we’re talking about how what you share on social media and your website can leave you vulnerable to cybercrime. Learn how to look at your content through the lens of a cybersecurity expert as we talk with Daniel Metcalf, speaker, tech enthusiast, Co-Founder and President of Cyberfin.

Today is the FINAL DAY to register for FPA Annual Conference 2024! Join us in Columbus, Ohio this September for what you need to pursue mastery in the business, practice, and profession of financial planning. Can't make all three days? DAY PASSES ARE AVAILABLE! Register now: https://hubs.li/Q02MvtTh0

FPA LIVE with Matt Halloran on Influence Marketing Join us for the next episode of FPA LIVE, in which we talk with Matt Halloran of ProudMouth, one of the most respected and, dare we say, influential marketing experts in financial services. In this conversation, we will talk with Matt about why he encourages financial professionals to “be your own loud,” why influence marketing can transform today’s financial planning businesses, his upcoming book, and much more. Tune in!

Fall 2024 Elder Planning Specialist Program Begins September 16th! Created by Annalee Kruger and Robert Mauterstock CFP, co-founders of Plan4Life, LLC, and Robert Powell, CFP®, RMA®, the Online Elder Planning Specialist Program is a first-of-its-kind, 12-week online program designed to prepare serious financial advisers to meet the needs of their older clients. Research has shown that the fastest-growing age group is made up of those people 85 and older. In the past, these people were overlooked in the planning process. But now advisers have discovered that planning does not end when clients reach retirement age. Clients’ needs can continue for another twenty or thirty-plus years! Care Right Inc. Register Here: https://hubs.li/Q02M52n50

Fulfill your entire 6 hours of IAR Ethics CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other adviser designations. And CFP Ethics, too! Register now: https://hubs.li/Q02M5gTv0

Eight outstanding university teams have advanced to the final rounds of the 2024 Financial Planning Challenge, sponsored by FPA®, Ameriprise Financial Services, LLC and CFP Board This competition, showcasing the next generation of financial planners, will culminate at the FPA Annual Conference 2024 in Columbus, Ohio, from Sept. 18-20. Congratulations to these future leaders in the profession for demonstrating exceptional talent and skill. The top three teams will be awarded monetary scholarships for their schools. #FinancialPlanningChallenge #FutureOfFinance Learn More: https://hubs.li/Q02M52P10 The Ohio State University Pennsylvania Western University Texas A&M University Texas Tech University University of Arizona University of Illinois Urbana-Champaign University of Utah Utah Valley University

Who's having as good of a time at #FPANexGenGathering than conference co-chairs Nichole Graham, CFP®, CDFA® and Odaro Aisueni, CFP®? FPA NexGen

Register for FPA Annual Conference 2024 here: https://bit.ly/3yLtMmB

A.U.M.™ - Building a Brand Around Personal Passions You’re more than a financial planner, so why not put that on display? Human connection is one of the most crucial factors in client-advisor relationship longevity and it can also be the key to helping you stand out from the competition. So how can those in the wealth management industry weave a bit of personality into their brand without sacrificing professionalism? On this episode of Ask Us Marketing™, sponsored by the FPA, we’re talking with Ari Baum, Founder and CEO of Endurance Wealth Partners. Join the conversation to learn how he crafted a brand around his passion for Ironman competitions and marathons, building a firm that feels personal and unlike any other without marginalizing clients who don’t share the same hobbies.

FPA LIVE with Marybeth Breed on the Impact of Pro Bono Financial Planning Join us for the next episode of FPA LIVE, in which we talk with Marybeth Breed of the FPA of New England. Marybeth is the current president and community outreach director for the chapter, which means she is spearheading programs that have a positive impact on the community. Not only will Marybeth talk about the work the chapter is doing, but she will share the pro bono’s importance, how it benefits all involved, and why she is proud that the chapter was recognized for their efforts with the 2024 Power of Financial Planning Award. Tune in!