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FPA Partners with Leading Practice Management Experts to Provide Members with Business Success Insights, Resources
DENVER – The Financial Planning Association® (FPA®) is pleased to announce the development of a series of strategic partnerships in 2015 and beyond that will arm FPA members and Certified Financial Planner™ (CFP®) professionals with tools and resources that will make them more productive, profitable and successful.
Over the past year, the FPA Research and Practice Institute™ (RPI) has conducted original practice management research that has revealed key areas where financial planners are seeing the most business success while also revealing their core business challenges. While RPI has a slate of research planned for the New Year, FPA is seeking to help members and aligned CFP® professionals apply the knowledge they are accruing from the research to their own businesses.
"FPA is providing our members with valuable resources that will help them build on their business strengths while turning challenges into opportunities," said FPA Executive Director and CEO Lauren M. Schadle, CAE. "The FPA Business Success Partners Program will allow our members to tap into a few leading industry coaching and consulting companies who will generate content specifically for the FPA community."
The industry coaches who are participating exclusively in the program for the next 18-months include:
Fox Financial Planning Network of San Diego, Calif.
Peak Advisor Alliance of Omaha, Neb.
Pathfinder Strategic Solutions of Knoxville, Tenn.
The FPA Business Success Partners Program will harness the experience and knowledge of these three leading business consultants and firms to develop a robust suite of tools resources that will allow members to grow and prosper. The companies participating in the program will develop original content for the program on a monthly basis, participate in the
FPA Annual Conference
in Boston Sept. 26-28, write articles for the FPA Practice Management Blog, and much more.
"FPA is on a mission to be the premier professional organization for financial planning professionals by providing valuable business success resources and opportunities for members to collaborate and share ideas. By coming together we can improve the lives of FPA members and their clients," proclaims Deborah Fox, CEO of Fox Financial Planning Network. "The Fox Financial team is looking forward to contributing our expertise in practice management, workflow and technology to help everyone reach new levels of success."
"Peak Advisor Alliance is absolutely thrilled to partner with the FPA in 2015 and beyond. Both organizations work tirelessly to advance the financial planning profession, so it's a natural fit. Collectively, both organizations strive to enhance the lives of financial planners, and by extension, the families they serve," said Laura Pierson, Vice President and General Manager of Peak Advisor Alliance.
"Pathfinder Strategic Solutions is delighted to partner with the Financial Planning Association," added Susan Kornegay, Partner of Pathfinder Strategic Solutions. "Our goal is to help their FPA members develop a more comprehensive and consistent client experience, a well-defined support structure to deliver that experience, and targeted marketing messaging and strategies to grow their businesses."
The program will commence early in the first quarter of 2015 with the delivery of the first set of resources provided by the Business Success Partners. FPA members will be able to access the resources logging into the FPA website at
About the Financial Planning Association
Since 2000, the Financial Planning Association® (FPA®) has been the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. More than 23,000 FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Through a collaborative effort to provide members with One Connection
to tools and resources for professional education, business success, advocacy and community, FPA has become an indispensable force in the advancement of today's CFP® professional. Learn more about FPA at
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About Peak Advisor Alliance
Peak Advisor Alliance is the country's largest financial advisor coaching and resources program. Based on the experience of top Barron's advisor, Ron Carson, Peak Advisor Alliance helps financial advisors build more profitable businesses, provide better client service, and live a principled and fulfilled life. Peak Advisor Alliance members receive one-on-one and group coaching support, turnkey resources, strategies, systems, and tools; and participation in an unparalleled community of top advisors. For more information please visit
About Pathfinder Strategic Solutions
Pathfinder Strategic Solutions is an independent consulting and coaching firm based in Knoxville and New York. We are dedicated to helping financial planners and advisors manage and grow strong businesses by starting with a clearly defined objective and a strategic plan to achieve it. Our team's carefully developed programs and services offer expertise to firms supporting and wishing to attract and retain high-quality advisors and staff. Learn more at
About Fox Financial Planning Network
FFPN is transforming the way advisors operate by providing the tools, templates, workflows and consulting to systematize the delivery of financial advice. Based on the experiences of Deborah Fox, a 30-year veteran financial advisor, FFPN provides a comprehensive set of resources to enable advisors to increase profitability, ensure compliance, scale their practice, while growing their firms. FFPN is a network of financial advisors and best-in-class technology providers, consultants and other financial industry resource providers that together, are improving the lives of financial advisors, their staff and their clients by helping them evolve their financial advisory businesses. Learn more at
Denver, CO 80203