About

FPA and the Journal of Financial Planning are committed to helping financial planning professionals run their businesses more efficiently, effectively, and profitably. Part of this commitment is providing FPA members and others in the financial planning profession with the latest practice management content from some of the leading experts in the field. This blog is populated frequently with helpful posts on marketing, client skills, technology, HR/staff, compliance, and operations.

Meet the bloggers:

Maggie CrowleyMaggie Crowley
Marketing Coordinator
Advisor Websites
Vancouver, British Columbia
– Marketing

 

Mary Dunlap, CFP®
Mary Dunlap Consulting
www.marydunlapconsulting.com
Pottstown, Pa.
HR/Staff 

 

Dan FinleyDaniel C. Finley
President
Advisor Solutions Inc.
St. Paul, Minn.
– Marketing, Client skills

 

Kristin Harad, CFP®
Marketing trainer for advisers
www.kristinharad.com
www.themercato.net
San Francisco, Calif.
- Marketing

 

Kirk Loury
President
Wealth Planning Consulting Inc.
Princeton Junction, N.J.
- Operations, Marketing, Client skills

Claudio PannunzioClaudio Pannunzio
President
i-Impact Group Inc.
Greenwich, Conn.
– Marketing 

 

Joni YoungwirthJoni Youngwirth
Managing Principle of Practice Management
Commonwealth Financial Network
Waltham, Mass.
 – Operations, Staff, Marketing

 

Want to guest blog for us? We’re always looking for great practice management content. Send your 500- to 600-word blog post to Carly at CSchulaka@OneFPA.org for consideration.

 

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