Your Business

The FPA Annual Conference offers you more than education and networking alone! You will have 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 Business Consulting Lounge connects you with noted experts to provide you with practice management strategies. Take advantage of onsite business coaches for high-level advice and sign-up for a one-one-one session for personal professional advice. Business coaches will be onsite to provide advice on the following areas:

  • Cybersecurity - Protect your firm from SEC infractions, keep client data secure/avoid data breaches and learn about the challenges and changes facing advisers today.
  • Leadership - Inspire those around you and reach your full potential as a financial adviser, whether that means growing your firm, finding your niche, or creating a self-sustaining practice.
  • Marketing - Learn how to utilize marketing tools (and which ones!) in your practice to generate leads and engage existing clients.
  • Productivity - Streamline efficiencies in technology, tools, and planning processes.
  • Public Relations/Branding - Engage the media and learn how to build your personal and professional brand.
  • Social Media - Develop a social media program that engages your audience and positions you as a thought-leader.
  • Team Building - Engage young and old advisers, create tangible career paths, develop internships, and shape a culture that fits your long term vision.
  • Websites - Learn how to build a website to improve your digital brand, build trust and generate leads effortlessly online.

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.