Future of Planning

Economic events, regulatory reforms and the pace of change are influencing and changing the role of both the planner and profession.

The Future of Planning site — formerly the FPA Financial Crisis Resource Center — is an enhanced knowledge center designed to be driven by FPA members. It focuses on the "new, new"; offering a one-stop location for you to access relevant, timely information and resources. It also provides a robust platform for you to engage with other professionals in sharing new ideas and strategies for addressing today's economic conditions, while setting up for success in the future.

Lend your voice, exchange ideas, share resources and join the discussion!

Message of the Week

Strategic Partners: Who Do You Trust?
"Who Do You Trust?", the title of an old television show, crossed my mind recently as I was thinking about how financial planners develop strategic partnerships with "allied" professionals. It all boils down to trust: earning it; preserving it; reciprocating it. More

— Ed Jacobson, Ph.D. Edward A. Jacobson Associates

Tip of the Month

Dealing with the New Normal
"Toto, I've a feeling we're not in Kansas any more," said Dorothy in the 1939 Classic "The Wizard of Oz." Ahhh...do we remember with fondness the world before the late 2008 meltdown? Days when we felt comfortable with our client relationships, the projections we provided, the consistent upward march of portfolio values? More

— Andrea White, Financial Conversations

Questions

Please call FPA Member Services at 800.322.4237 (303.759.4900 International), option 2, or e-mail MemberServices@FPAnet.org.

Feedback

Tell Us: Share your feedback, tell us what resources you need during these challenging times or submit an original tool or template that you'd like to share with your fellow FPA members.

Future of Planning Blog

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