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
Pottstown, Pa.


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


Kristin Harad, CFP®
Marketing trainer for advisers
San Francisco, Calif.
– Marketing


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

Claudio PannunzioClaudio Pannunzio
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.