FPA Indiana

FPA of Greater Indiana is the community that fosters the value of financial planning, and advances the practice and profession of financial planning.

[FPA Indiana @FPAIndiana]

There are a number of cognitive biases that may affect how financial advisers work with clients. The key is to identify and understand them and adjust accordingly to minimize negative impacts. See what are some ways you can do so. #FPA
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[FPA Indiana @FPAIndiana]

Time is running out for older individuals to ensure they have taken required minimum distributions. Make sure you avoid these pitfalls when it comes to taking them. #FPA
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[FPA Indiana @FPAIndiana]

Good marketing is key to the success and future growth of any firm. Here are three simple tactics you can use to boost the effectiveness of your marketing in the coming year. #FPA
https://t.co/S4Br7I46m9

[FPA Indiana @FPAIndiana]

It's been no secret that having a diverse workforce can improve your business but many firms still are behind. Read some of the benefits and sentiments workers have by having a diverse workforce. #FPA
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[FPA Indiana @FPAIndiana]

Thank you to our partners Wright Accounting for your support of our chapter! Wright Accounting Group, LLC has the knowledge and expertise to handle your clients tax preparation, tax planning and bookkeeping needs. See how they can help your practice today.
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[FPA Indiana @FPAIndiana]

We had another amazing turnout at our quarterly meeting this past Friday. Thank you to all our members who continue to show up to improve our profession! Our chapter is thriving because of you.

[Dave Weidmayer CFP® @WWealthSolution]

Interesting presentation on client psychology #behavoiralfinance #FPA #Indiana @FPAIndiana

[Dave Weidmayer CFP® @WWealthSolution]

Kicking off today’s @FPAIndiana quarterly meeting is President Ryan Thomas recognizing a few of our dedicated #volunteers!!
@KateArndtBFC @CVanderpool44 #FPAIndiana

[Adam Cmejla, CFP® @acmejla]

Really enjoyed the joint networking event yesterday morning between Katz Sapper Miller and @FPAIndiana. Thanks to @KateArndtBFC for organizing!

[Kate Arndt, CFP® @KateArndtBFC]

Thank god beach body season is over 😅 Shout out to Nick Carpas of @jpmorgan for hosting the @FPAIndiana NexGen social tonight!

[FPA Indiana @FPAIndiana]

Registration for our last quarterly meeting of the year is now open! It will be at Barnes & Thornsburg on Friday, November 22 from 8:00 AM to 1:30 PM. If you're looking for a fun way to get your ethics CE then you need to sign up. #FPA #Indiana
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[FPA Indiana @FPAIndiana]

Financial Planning is a wonderful career for young people to enter but unfortunately, not enough are entering the industry. Some of this simply attributes to them not knowing about it. See how you can help bring in young people into our profession! #FPA
https://t.co/6lm6sIM1HJ

[FPA Indiana @FPAIndiana]

Thank you to our partner Vrabec Insurance for your support of our mission. Vrabec represent the major Medicare Advantage and Medigap insurance carriers in central Indiana. See how they can help you manage your relationship with your clients.
https://t.co/qOBpmPG5Pr

[FPA Indiana @FPAIndiana]

According to the 2018 Securities Industry and Financial Markets Association (SIFMA) Diversity Survey, only 12% of financial advisors are minorities. We must actively encourage new faces to join our industry! See how you can do that.
https://t.co/Hwb3eoQnlk https://t.co/5uaBu91kwa

[FPA Indiana @FPAIndiana]

The FPA Annual Conference occurred this past weekend and what a weekend it was! It was packed with information that is relevant to your practices. See what are some the biggest takeaways from the event. #FPA
https://t.co/S6at0TINn9

[FPA Indiana @FPAIndiana]

Status, certainty, autonomy, relatedness and fairness (SCARF) are the five areas that activate our brains to think we are either being threatened or rewarded. See how developing a SCARF model, which is based in nueroscience, can help your practice. #
https://t.co/IbklgBUmZi

[FPA Indiana @FPAIndiana]

Thank you to our partners Pemberton Insurance Group for its support! Pemberton is an independent agency/broker for property and casualty products that specializes in high value/affluent markets and small business accounts. See how they can help today.
https://t.co/B1DfR55cTZ

[FPA Indiana @FPAIndiana]

Fall is the time of year for industry conferences, like the FPA Annual Conference in Minneapolis that just wrapped up this weekend. It's an excellent time to make connections and to improve yourself. See some useful tips to best utilize your experience.
https://t.co/rHN0tW9bN0

[Financial Planning Association (FPA) @fpassociation]

Happy 40th, @FPApubs!

[FPA Indiana @FPAIndiana]

Advising our clients is more than helping one individual. It also means helping their families. Family meetings are powerful opportunities to solidify clients’ wishes and to meet potential prospects. See how you can effectively manage a family setting.
https://t.co/GUI8XCjxWL