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
To Integrate and Flourish in a Financial Planning Firm
In this conversation, Kathy Longo and Michele Lenz each bring an incredibly unique perspective to #YAFPNW listeners. This is a fantastic episode for anyone interested in building a career path, who wants to scale a firm, or who is interested in growing their career as a planner into a future firm partner.
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Professional Growth and Management
Yusuf Abugideiri, CFP®, is a Partner and Senior Financial Planner at Yeske Buie®. In this episode, he explores his own career growth, how he has both managed up, and managed employees, and how he’s grown as a financial planner through intentional mentorship.
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Operations and You: Leadership, Culture, and Careers
Jarrod Upton joins Hannah Moore to discuss his passion for operations within the financial planning profession. From his previous experience, and current role as an operations consultant, Jarrod dives deep into what new planners need to know about operations and firm culture.
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Career Paths in Banking: From Teller to Financial Planner
In this episode, Suzie Eyrich, CFP®, is shares her experiences at both an RIA and a bank that leads with financial planning. She also shows us how to grow your experience as a new planner and the best ways to confidently (and respectfully) advocate for yourself and the career you want.
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Paraplanning: Finding the Perfect Fit
As the founder of Simply Paraplanner, Alex Hopkin, AFC®, CFP®, has created a home for paraplanners and financial planning firms to connect. Simply Paraplanner offers a space for paraplanners to grow their skillsets and find virtual work, and a spot for financial planning practice owners to find a paraplanner that’s a perfect fit for their needs. Ready to learn more? Tune in now!
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Insights from Paraplanners About the Financial Planning Profession
In this round table, our group of four paraplanners share their insights and what they have learned about financial planning having worked with multiple different firms. Don’t miss their fantastic insights into financial planning firms!
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