As the financial advisory marketplace becomes increasingly competitive, firms and advisers who set themselves apart will have to focus not only on providing financial advice, but also on running a growing and profitable business.
Conferences
FPA Business
Solutions
FPA Business Solutions is focused completely on advanced business
management topics. The conference consists of two-and-a-half days
of specialized content intended for financial planning
professionals focusing on business management, technology and
compliance issues.
- Dedicated Practice Management Event
- Industry-Leading Best Practices & Techniques for Operating a Profitable & Growing Financial Planning Practice
- Group Discounts & White Label Opportunities
Templates & Tools
Get substantial members-only discounts on practice management tools, client marketing tools, education products and much more.
- Marketing, Compensation, HR Compliance, Succession
- Online Registration
- Custom Programs
Publishing
FPA offers a number of unique custom publishing opportunities for large firms through our magazine and book publishing arm comprised of FPA Press, the Journal of Financial Planning and Solutions Magazine.
Benchmarking
The FPA Practice Management Scorecard, sponsored by Fidelity Investments and provided by McLagan Partners delivers a robust tool for determining a practice's business performance relative to similar practices in its local market.
- Revenue
- Assets
- Clients
- Revenue by Product
- Financial Adviser Productivity, Growth, Expenses & Profitability
