Financial Planning Association (FPA)

Lawrence Sprung, CFP® was a guest on our FPA Live, take a look and watch the full video here: https://hubs.li/Q03cBsgB0.

A.U.M.™ - Nail the Sale Selling doesn’t have to feel awkward or pushy—when done right, it’s simply an extension of serving your clients. Join Kalli Fedusenko and Nicole Cramer, sales expert and coach, for "Nail the Sale", a session designed to help financial professionals close deals with confidence and authenticity. If you've ever struggled with sales conversations or felt like you were “convincing” people to work with you, this is the session for you. Nicole will break down her proven strategies so you can sell in a way that feels natural, effective, and aligned with your values. ➡️ How to confidently connect with potential clients and build trust ➡️ Strategies for handling objections without feeling defensive ➡️ The secret to closing deals without coming across as “salesy” ➡️ Practical steps to make every sales conversation easier and more productive ✨ Brought to you by the Financial Planning Association (FPA)

Answer the poll below to help shape an article about financial wellness and well-being we are working on for the May issue of the Journal of Financial Planning.

FPA LIVE with Brian Edelman and Vincent Guyaux on the Latest Cybersecurity Join us for the next episode of FPA LIVE when we chat with Brian Edelman of FCI and Vincent Guyaux of Buckler, LLC, on what financial planners need to know about the latest in cybersecurity. As a financial planner, your cybersecurity program must effectively balance regulatory requirements with practical security measures. But how can planners get started? We’ll cover that and talk about a new Cybersecurity Certificate Program that is available by FPA, FCI, and Buckler. You won’t want to miss it. Tune in!

Juan G HernandezAriano, CFP®, CSLP® joins us in celebrating FPA's 25th anniversary sharing what FPA has meant to him and how joining allowed him "to be a better financial planner"! Exciting 25th anniversary-related content, events, giveaways, and more await you: https://lnkd.in/gy-rTgTX

Live Virtual Training |🕒 Tuesday, March 25th | 10:30am – 12:00pm Central Register Now & Get Instant Access to ChatGPT for Financial Advisors Cheat Sheet, which includes: ✔ ChatGPT prompts for client emails, market research, & admin tasks ✔ Done-for-you templates to boost efficiency & streamline workflows ✔ Step-by-step guide to getting started with AI in your practice https://hubs.li/Q03d77Br0

A.U.M.™ - Network Like a Human, Not a Salesy Weirdo Networking doesn’t have to be awkward or uncomfortable. Join Kalli Fedusenko and Melissa from PowerfulWomenRising.com for an empowering session on "How to Network Like a Human, Not a Salesy Weirdo." Here’s what you’ll learn: ➡️ How to make networking feel authentic and enjoyable. ➡️ Tips for starting conversations that leave a lasting impression. ➡️ Strategies for building genuine relationships, not just collecting business cards. ➡️ The top networking mistakes to avoid—and what to do instead. ✨ Brought to you by the Financial Planning Association (FPA)

⏰ Last chance to register! ⏰ https://hubs.li/Q03d2hP-0 #FPARetreat

Take a look at this segment from our FPA Live featuring Julie Littlechild with Absolute Engagement. Full video in comments.

We sat down with Kevin R. Clark, CFP®, CIMA®, EA and Daniel Yerger, MBA, CFP®, ChFC, AIF to hear their thoughts on why FPA Retreat is such a unique event, the work being done behind the scenes to design this year’s experience, what’s in store for attendees, and what they have personally taken away from prior events and applied to their careers and businesses. Register for FPA Retreat 2025 By March 24: https://hubs.li/Q03cndFQ0 Watch the full interview: https://hubs.li/Q03cmJlM0