Passionate about

Financial Planning?

WE ARE TOO.

LIVE From FinCon17: Kali Hawlk

We had so much fun sitting down with Kali Hawlk of Creative Advisor Marketing at FINCON17. This week she shares with us how to talk marketing, hiring a writer, and how to evaluate whether your marketing strategy works for you!

Reinventing the Firm of the Future

James Matthews, CFP® joins us to share his unique background, from working at a bank and then a call center, and how each step taught him skills that he is using now to create a new model of financial planning.

Sales with Glenn Mattson

“Sales” is viewed as a dirty word, but Glenn Mattson wants to change that. Join us as we look at what sales really is and what we can do today to better our careers.

A Firm Owner’s Perspective

The best way to prepare to become a firm owner is to start thinking like a firm owner today and Tom’s insight will definitely give you a jump start on that!

FPA National Headquarters

7535 E Hampden Ave

Suite #600

Denver, CO 80231

(800) 322-4237

Local Chapters