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!
React or
Respond
I work with a volunteer organization and sometimes we make
mistakes. It happened this past week, when we were supposed
to prepare for 59 orders and we prepared for only 49. It was
5 a.m., there were a few too many cooks in the kitchen and we
simply made a mistake. When the extra people showed up
expecting an order, we didn't have it. Ten people experienced
the same circumstances and 8 handled it gracefully. Two,
however, openly expressed their anger, even though they knew the
circumstances. Disappointment was felt by all ten: two
expresses anger. More
— Andrea White, Financial Conversations
Do You Have a Plan
for Your Personal Development
For many of us, there is so much time spent planning for clients
that we forget it's also important to plan for ourselves. And as
financial planners, this means not only planning for our own
individual financial futures, but also our personal development as
professionals. More
— Michael Kitces, Pulisher, The Kitces Report
Please call FPA Member Services at 800.322.4237 (303.759.4900 International), option 2, or e-mail MemberServices@FPAnet.org.
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.
