Practice Management
Welcome to Practice Services. Whether you are just beginning your practice or looking to transition into retirement the Practice Services area is here to help.
Important: Many of the pages listed in Practice Services are for FPA members only. Please login to ensure that you can access all the pages in this area.
Practice Management
As the financial advisory marketplace becomes increasingly competitive, firms and advisers who set themselves apart will have to focus not only on providing financial advice, but also on running a growing and profitable business.
Conferences
FPA Business Solutions
FPA Business Solutions is focused completely on advanced business management topics. The conference consists of two-and-a-half days of specialized content intended for financial planning professionals focusing on business management, technology and compliance issues.
- Dedicated Practice Management Event
- Industry-Leading Best Practices & Techniques for Operating a Profitable & Growing Financial Planning Practice
- Group Discounts & White Label Opportunities
Templates & Tools
Get substantial members-only discounts on practice management tools, client marketing tools, education products and much more.
- Marketing, Compensation, HR Compliance, Succession
- Online Registration
- Custom Programs
Publishing
FPA offers a number of unique custom publishing opportunities for large firms through our magazine and book publishing arm comprised of FPA Press, the Journal of Financial Planning and Solutions Magazine.
Benchmarking
The FPA Practice Management Scorecard, sponsored by Fidelity Investments and provided by McLagan Partners delivers a robust tool for determining a practice's business performance relative to similar practices in its local market.
- Revenue
- Assets
- Clients
- Revenue by Product
- Financial Adviser Productivity, Growth, Expenses & Profitability
FPA National Practice Management
Click above to go to the National FPA website for many more practice management tools.
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