WaterOak Advisors, LLC.
145 Lincoln Ave., Suite A
Winter Park, Florida 32789
Phone: (407) 215-0804
Chairman
ProBono, Financial Planning Week
J. Colby Winslow, CFP®, EA
Recent Posts by fpafla@embarqmail.com
How do advisers today view their businesses, future and challenges? What is the scope and scale of advisory businesses today? What are the key issues that advisers are addressing, and how can they, and you, take action? These and other issues are the focus of <strong><em>2016 Trends in Practice Management: Understanding and Driving Client Value, </em></strong>the latest research from the FPA Research and Practice Institute™. <strong>This report aims to help financial advisers of all business models understand how their peers view their businesses today with respect to several key practice management issues – today and in the months and years that follow. The report is purely quantitative to give you the metrics you need to see how you and your business compare to your peers. In February, March and April 2016, we will introduce a series of exclusive whitepapers that will further dig into the data and offer actionable next steps to help you apply the knowledge gained from the research.</strong>
How do advisers today view their businesses, future and challenges? What is the scope and scale of advisory businesses today?
What are the key issues that advisers are addressing, and how can they, and you, take action?
These and other issues are the focus of 2016 Trends in Practice Management: Understanding and Driving Client Value, the latest research from the FPA Research and Practice Institute™.
This report aims to help financial advisers of all business models understand how their peers view their businesses today with respect to several key practice management issues – today and in the months and years that follow. The report is purely quantitative to give you the metrics you need to see how you and your business compare to your peers. In February, March and April 2016, we will introduce a series of exclusive whitepapers that will further dig into the data and offer actionable next steps to help you apply the knowledge gained from the research.
3 Step Action Plan: Communicating Value
The first of three exclusive action oriented whitepapers based on recent FPA Research. Click here
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FPA Allied Professional Directory
The Financial Planning Association® (FPA®) has launched a new member benefit – the FPA Allied Professional Directory to support FPA Members One Connection™ to even greater resources and tools for your success. The Directory, accessible on FPA Connect, lists all current FPA Allied Professional members who support the financial planning process. Click here (login required)
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