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  • We need your help!

    By: Nicholas Tuttle Nicholas Tuttle , 2 months ago

    FPA is committed to helping financial planners elevate the profession. As such, FPA will be hosting an upcoming focus group and needs your help. Please consider nominating 2-3 FPA members to participate, or even participate yourself! This focus group will provide an opportunity for financial planners, and FPA, to more fully understand what planners need to be successful as they progress throughout their careers. Ultimately, we hope to identify the tools, resources and skills that planners need to effectively grow and develop. The time commitment is approximately 90 minutes total. Plus, participants will be entered into a drawing to win a complimentary year of membership. Please direct your nominees to complete our brief online interest form, on or before Friday, May 28. Selected participants will receive more detailed information and next steps in early June.

    We appreciate your time and all you do for FPA!

  • Diversity Scholarship Now Available!

    By: Christine Richardson Christine Richardson , 11 months ago
    The Diversity and Inclusion Scholarship to attend FPA's Virtual Annual meeting is now available.

    Apply at: https://www.surveymonkey.com/r/FPAAnnualConference2020

    Submissions are due September 4, and require 2 letters of recommendation, so act fast!

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Community Blogs

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    How Financial Advisors Can Achieve Personalization at Scale

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    Technology Expert - Consultant

    By: Kristina George, CPA, CFP® 23 days ago

    We are looking to connect with a consultant that is a technology expert – specifically; Orion, Redtail and iRebal. Our firm is in Southern NH, but of course project work can be completed remotely.  Thank you!  Kristina   Kristina George, CPA, ...

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    Blog Posting and SEO: Your Questions, Answered

    By: Gretchen Halpin 29 days ago

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    The Dangers of Comparison

    By: Derek Hagen, CFP®, CFA 2 months ago

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    Ghostwriter

    By: Gwyn-Anne Bissonette, CFP® 10 months ago

    Does anyone use a ghostwriter for their blogs?  I am just starting to research this.