Tibergien Talks Niche Marketing
In this month’s podcast, Pershing Advisor Solutions’ CEO Mark Tibergien explains what is—and isn’t—niche marketing and offers tips for those who are looking to buy a financial planning practice. Read the 10 Questions interview on page 16 for more of Tibergien’s thoughts on practice management and succession planning. www.FPAnet.org/Journal/Home/PodcastPage
MentorMatch: Planners Helping Planners
If you are looking for a mentor, or would like to serve as a mentor, the FPA MentorMatch program can help you create a mentor relationship to fit your needs. The matchmaking process begins online and the program provides the option for a structured, six-month commitment to connect by phone, email, or in person. The next six-month program starts January 15, 2013. Connect.FPAnet.org/AboutMentorMatch
Get the Latest Buzz From Washington
The latest edition of FPA’s Capitol Update newsletter is now available. FPA members may access Capitol Update for a summary of tax, securities, pension, insurance, and professional issues of importance to financial planners. www.FPAnet.org/Professionals/CapitolUpdate
Solving the Succession Crisis
Lisa A.K. Kirchenbauer, CFP®, RLP®, president of Omega Wealth Management LLC, will present the FPA webinar “The Succession Crisis: Have You Built a Team That Can Take Your Business to the Next Level?” on December 12 at noon Eastern. Visit FPA’s virtual learning platform, FPAnet.inreachce.com, to register.
