The FPA Practice Management Center asked its pool of experts—industry veterans who answer member questions on the Center’s Ask the Expert feature—to expand their offer of practice management tips and techniques for building a successful financial planning business. This blog is populated frequently with their helpful posts on marketing, client skills, technology, HR/staff, compliance, and operations.
Learn some new practice tips, leave comments to keep the information flowing, and sign up for RSS feeds to receive the posts each time they’re freshly added. FPA members—this blog’s for you!
Meet the bloggers:
Carol Anderson
President
Money Quotient
Poulsbo, Wash.
– Client skills
Ash Bhatnagar, CFP®
President
RIA Independence Co.
Princeton, N.J.
– Compliance, Technology
Mary Dunlap, CFP®
Mary Dunlap Consulting
(email) marydunlapconsulting@verizon.net
Pottstown, Pa.
– HR/Staff
Daniel C. Finley
President
Advisor Solutions Inc.
St. Paul, Minn.
– Marketing, Client skills
Kristin Harad, CFP®
President
Next 10 Clients
San Fransisco, Calif.
- Marketing
Claudio Pannunzio
President
i-Impact Group Inc.
Greenwich, Conn.
– Marketing (Social media, PR)
Joni Youngwirth
Managing Principle of Practice Management
Commonwealth Financial Network®
Waltham, Mass.
– All PM (Operations, Staff, Marketing)
