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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

How Practical Wisdom Helps Clients Navigate Uncertainty

Oct 15, 2019 | #YAFPNW, Keys to Career Success

Dayana Kupisk, PhD, is the author of The Practical Guide to Making Wise Financial Decisions. She’s also an employee development consultant and coach with a research focus on practical wisdom in the workplace. In this episode, she talks about her research, her book, and how financial planners can engage clients and develop practical wisdom.

Charging What is Fair

Oct 8, 2019 | #YAFPNW, Career Progression, Keys to Career Success, Starting a Firm

In this episode, Dan Yerger, MBA, CFP®, AIF®, CDFA®, talks about his extensive work in the financial planning profession, pro bono work, compensation calculations, and why he’s removing transactions from his fee model.

Charging Clients for Exactly What They Want

Oct 1, 2019 | #YAFPNW, Career Changing, Finding a Job, Growing a Firm, Hannah, Starting a Firm

In this episode, we talk to Kara Beth Vance, CFP®, who works as an advisor at hourly planning firm, Timothy Financial Counsel, in Wheaton, IL. She shares in the ins and outs of the hourly financial planning model, as well as how it benefits the firm, the advisors, and of course the clients.

Compensation Models: Which One is Right for You?

Sep 24, 2019 | #YAFPNW, Growing a Firm, Hannah

Whether you work for a firm, own your own, or are part of a succession plan, this compensation model discussion covers a lot of ground. The hosts talk about deciding on a fee model, how models guide your client base and business, and why innovation in the profession may affect your decision.

Banking, Insurance & Investments: Finding Your Role in the Profession

Sep 17, 2019 | #YAFPNW, Career Changing, Career Progression, Ian, Keys to Career Success

Marina Rodriguez, CFP®, shares her career path from banking and insurance to investments and back to banking. Her story reminds all of us that it doesn’t matter if your financial planning career is a straight path or a winding one — all roads lead to Rome.

Solving Today’s Problems and Building Trust for Tomorrow

Sep 10, 2019 | #YAFPNW, Career Progression, Hannah, Keys to Career Success

Charles Adi is a financial advisor who owns and operates his own firm, Blueprint 360, in Houston, TX. In this conversation, Charles opens up about his background, the path that brought him to financial planning, and how he’s grown a thriving firm from the ground up.

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