Greetings FPA of WI,
Luke Kraft here, your outgoing President.
I’ve been reflecting on our fabulous Symposium—thank you to everyone who attended (we SOLD OUT!), to our amazing board and symposium committee, and to all the students who joined us.
Here are 3 key takeaways I wanted to share:
1. The Power of Community
- From one-on-one conversations to group discussions and the case study, it’s clear: we are better together.
- Financial planning is complex and ever-changing—leaning on each other makes us stronger.
- Bring someone you know into FPA; the power of community grows when we invite others in.
2. The Industry is Evolving
- Those who adapt will be the ones thriving 10–15 years from now.
- That means rethinking how we talk about Monte Carlo analysis (shout out Derek Tharp).
- It also means learning how to connect with the next generation of investors (shout out Matt Halloran—remind me to volunteer again!).
- Social media, podcasts, and videos aren’t optional anymore.
- Those who embrace them will dominate the marketplace.
3. The Privilege of Walking With Clients
- We are honored to walk with clients through both the best and hardest moments of their lives.
- We must get better at navigating the most sensitive conversations (shout out Ashley Quamme).
- It’s more than the numbers. It’s about listening deeply, asking the right questions, and being present.
- Those who master this will have clients for life, no matter what curveballs come their way.
Thank you, FPA of Wisconsin. It has truly been an honor and privilege to serve you. I look forward to seeing you at our next virtual meeting in October.
With gratitude,
Luke Kraft, CFP®, AIF®, CAIA
Outgoing President, FPA of WI
