Blog

Power up your business with the FPA Coaches Corner

Power up your business with the FPA Coaches Corner. Master the business of financial planning with the FPA Coaches Corner to reach new levels of productivity, profitability and success.

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The Fall Membership Drive is Underway!

The FPA Fall Membership Drive is underway, and you can help! From Oct. 1-31

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Job Posting: Client Service Associate

Did you know the Chapter website has a job posting form? Here is a recent job posting for a San Diego opening: CLIENT SERVICE ASSOCIATE EP Wealth Advisors, LLC

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Special FPA Member Discount for ‘Retirement Daily’ from TheStreet

Another member benefit: Special FPA Member Discount for ‘Retirement Daily’ from TheStreet

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Have you decided whether you are going yet?

Join your peers, FPA staff and thought leaders from around the profession October 3-5 to experience the profession-shaping, growth-galvanizing and inspiration-sparking content.

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Longbridge, national FPA sponsor, has new non-FHA reverse mortgage offer

New non-FHA reverse mortgage. This is just the first step in our commitment to create forward-thinking, non-FHA reverse mortgages so that we can serve a wider variety of clients with innovative, more affordable, and less restrictive home equity solutions.

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Member-Get-A-Member Program – Double Rewards in August!

The FPA Member Get-a-Member Referral Program helps FPA move the profession forward by adding new members to our community, and both you and those you refer save on your dues. No limit on savings!

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FPA Coaches Corner Spotlight: Compliance considerations in joining or leaving an RIA

Join John T. Carr, principal at Carr Butterfield Attorneys at Law, and Todd Sakoda at the Consortium/Lift Burden for an interactive, 60-minute virtual session on July 31 at 4 p.m. ET

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Lend your voice to new research on best practices in client understanding

FPA, Capital Preferences and T. Rowe Price have initiated new research that seeks to map the frontier of client understanding practices and answer key questions that are central to serving the needs of 21st-century investors.

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PridePlanners and FPA integrate to support LGBTQ individuals and families

PridePlanners is integrating with FPA to enhance support to financial planners who serve the financial planning needs of LGBTQ Americans. A new FPA Knowledge Circle will be created to facilitate connections

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