Don't miss NexGen Gathering 2019!

JUNE 2 – 4, 2019

at Loyola University in New Orleans

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Who we are…

We are a passionate community of professionals committed to furthering the financial planning profession. Our mission at FPA Activate is to help you further your career and become an exceptional planner. Whether you are a student, new to the profession, a career changer or are curious about financial planning, you’ve found the right place. The FPA is the professional organization for CFP® professionals and is committed to providing tools for your success, whatever career stage you are in.

#thelatest from FPA Activate & #YAFPNW

Showing Up: The Key for Successful Hires and Accomplished Careers

In this episode, Autumn and Jude go over their own experience with the hiring process, and how other advisors can successfully grow their teams in their own practices. They cover the tips and tricks that made their working relationship successful from the get-go, and the mistakes that many advisors fall into when hiring that can hurt the career progression of their new hire as well as the success of their firm.

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A Mindset for Career and Succession Planning Success

Debbie Grose, CFP®, Chief Operating Officer of Lake Tahoe Wealth Management, is a dynamic woman in the world of financial planning. She’s passionate about mentorship, and has often led the charge when it comes to guiding new planners through successful careers. In this episode, Debbie is going over how her experience with succession planning went, what she would have done differently, and how new planners can start conversations around ownership in their own firm.

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A Survey of Succession Planning

Vanessa Oligino, the Director of RIA Practice Management at TD Ameritrade challenges new planners with succession planning research. She challenges them to really consider what is best for them personally and critically evaluate whether or a firm is one you should buy into. Knowing what’s most important to you as well as what your non-negotiables would be related to firm ownership are critical to identify before considering potential succession opportunities.

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Reimagining Mentorship and Financial Planning

In this episode, Kayla Kennelly shares her experience launching a reverse mentoring program, adopting schools to teach financial literacy, and joining an innovative business model to challenge the way financial planning is being delivered to the masses!

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