As the financial advisory marketplace becomes increasingly competitive, firms and advisers who set themselves apart will have to focus not only on providing financial advice, but also on running a growing and profitable business.
Conferences
FPA Business Solutions
FPA Business Solutions is focused completely on advanced business management topics. The conference consists of two-and-a-half days of specialized content intended for financial planning professionals focusing on business management, technology and compliance issues.
- Dedicated Practice Management Event
- Industry-Leading Best Practices & Techniques for Operating a Profitable & Growing Financial Planning Practice
- Group Discounts & White Label Opportunities
Templates & Tools
Get substantial members-only discounts on practice management tools, client marketing tools, education products and much more.
- Marketing, Compensation, HR Compliance, Succession
- Online Registration
- Custom Programs
Publishing
FPA offers a number of unique custom publishing opportunities for large firms through our magazine and book publishing arm comprised of FPA Press, the Journal of Financial Planning and Solutions Magazine.
Online Resources
FPA's Practice Management Center is the online resource for financial planners to learn more about marketing, client skills, technology, HR/Staff, compliance and operations. As a large firm, you can partner with FPA to deliver this resource to your advisers. Also, if you have a practice management resource you would like to share please contact us.
