Enhance Your Business

The FPA Annual Conference – BE Boston offers you more than education and networking alone! We will give you access to speak with key business coaches to help you increase practice efficiencies, assist you with marketing your firm and take your business to the next level.

Sign-up to Speak with Business Coaches
The expanded Business Consulting Lounge connects you with noted experts to provide practice management strategies in:

  • Marketing – DIY for outsourced advertising, sales training, communication strategies/tactics/resources and advertising size recommendations
  • Human Resources –  hiring/firing, organizational structure, engaging NexGen/students, incentives and salary recommendations
  • Social Media and Websites – lead generation, sales funnel and personal branding
  • Tools and Technology – recommendations and integration, RIA/IBD, new technology resources and budget
  • Running an Efficient Practice – operational strategies, cloud-based solutions, unifying and practice components/systems
  • Growth Strategies – organic/acquisition, strategic planning, business plan and long term vision
  • Succession Planning – NexGen engagement, transition planning, succession strategies and the buying/selling process
  • Tips on Going Independent – strategies/processes needed to build an RIA, compliance support and technology

Check back soon to learn more about business coaches and to sign-up early for an appointment in the Business Consulting Lounge to speak with the coach(es) of your choice!

Gain High Level Business Advice (Business Rapid Fire Session)
Attend the one hour Business Rapid Fire Session to learn the best of the best strategies from each of the coaches to gain insight into best business practices.

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