By Carly Schulaka
The drive to bring FPA members more effective practice management resources is in full swing. FPA is committed to helping members build and maintain successful planning practices, and the Practice Management Solutions Editorial Advisory Board is an integral part of that commitment.
Comprised of veteran planners and top practice management experts who are some of the biggest names in the business, the advisory board serves FPA staff as our eyes and ears for what's really happening in financial planning practices around the country. The board holds quarterly conference calls that consistently prove to be energetic and engaging.
The Mission
The Practice Management Solutions Editorial Advisory Board provides information, feedback and guidance to the FPA editorial staff. The advisory board's goal is to collaborate with FPA staff to create a practice management magazine and an online Practice Management Center that provide relevant, timely and actionable information.
The Members
The editorial advisory board is comprised of FPA members who are actively involved in the financial planning profession and have an interest in and passion for practice management topics and issues. Members commit to serve a term of at least one year.
The edit staff thanks current advisory board members for their dedication to improving FPA's practice management efforts. Your ever-improving Practice Management Solutions magazine and new FPA Practice Management Center are in large part due to their collective wisdom. With appreciation, we recognize:
Vern Hayden, CFP®
Chair
President and founder of Hayden Wealth Management, Westport, Conn.
Columnist for the Journal of Financial Planning
David C. Huxford Jr.
Board Liaison
President of Huxford & Associates, Oakland, Md.
FPA national board of directors member
Carol Anderson
President and CEO of Money Quotient, Poulsbo, Wash.
Co-author of the FPA Press whitepaper, Research: Communication Issues in Life Planning
Speaker at FPA Anaheim 2009
Norman Boone, CFP®
President of Mosaic Financial Partners Inc., San Francisco
Co-partner of IPS AdvisorPro
Co-author of the FPA Press title, Creating an Investment Policy Statement: Guidelines and Templates
Speaker at FPA Anaheim 2009
Elissa Buie, CFP®
Founding principal of Yeske Buie, Vienna, Va.
Past chair of FPA national board of directors
Speaker at FPA Anaheim 2009
Kirk Hulett
Senior vice president of strategy and practice management at Securities America Inc., La Vista, Neb.
Author of Managing for Performance: The Cycle of Success and Hiring To Grow: A Practical Workbook
Host of The Practice Builders podcast on www.advisorpod.com
Member of the FPA Business Solutions 2010 task force
Deena Katz, CFP®
Partner of Evensky & Katz, Coral Gables, Fla.
Professor in the Division of Personal Financial Planning at Texas Tech University
Author of Deena Katz's Complete Guide to Practice Management
FPA national board of directors member
Speaker at FPA Anaheim 2009
Lewis Walker, CFP®, CIMC®, CRC®
Owner of Walker Capital Management Corp., Norcross, Ga.
Past national president and chairman of The Institute for Certified Financial Planners
Past national president and chairman of The Institute of Certified Investment Management Consultants
Joni C. Youngwirth
Managing principal of practice management at Commonwealth Financial Network®, Waltham, Mass.
Member of the FPA Business Solutions 2010 task force
Learn More
To find out more about how to become involved in the Practice Management Solutions Editorial Advisory Board, contact Carly Schulaka at Carly.Schulaka@FPAnet.org.
