The Future of the Financial Planning Association

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About This Episode

The Financial Planning Association, or FPA, is the principal membership organization for CERTIFIED FINANCIAL PLANNER™​ professionals and those who support the financial planning process. I am joined today by the two leaders of the FPA and a veteran observer of the financial planning profession. I am looking forward to a spirited discussion about the role that the FPA will play among financial planners, the challenges it faces and how my guests plan to overcome those challenges.

About Our Guests

Skip Schweiss serves as the volunteer president for the FPA. He has been a distinguished financial services executive and advocate for more than 30 years. Skip’s career has been focused on serving the needs of RIAs and increasing the awareness of financial advice delivered with a fiduciary standard of care. In 2020, he concluded a 12-year career with TD Ameritrade, where he most recently served as President of TD Ameritrade Trust Company and Managing Director of Advisor Advocacy.

Patrick D. Mahoney is the CEO and secretary of the FPA. He is an experienced CEO, business leader, and strategist with a background across diverse organizations in the financial services, technology, and mission-based sectors. He is recognized for his skill in building and mentoring diverse teams and launching global growth strategies that integrate all disciplines from an organization’s portfolio to meet strategy-driven desired outcomes.

Bob Veres has been a commentator, author and consultant in the financial services industry for more than 20 years. He is the editor and publisher of Inside Information, an interactive subscription-based information service for financial planning professionals. Bob has spoken at many of the planning world’s largest professional conferences, including many run by the FPA. Bob has been recognized for his contributions by Investment Advisor magazine and Financial Planning magazine and was granted the lifetime achievement award for service to the profession by NAPFA and the FPA.

Show Notes

Here is a link to the FPA web site.