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Video
Wednesday, October 1, 2025
FPA Live
FPA LIVE: Kristin Harad on Building Your Business Development Engine
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Wednesday, September 17, 2025
FPA Live
FPA LIVE: Joe Votava on the Merger That Created FPA
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Wednesday, September 10, 2025
FPA Live
FPA LIVE: Andy Fastow on Managing Risk in the Gray Zone
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Wednesday, September 3, 2025
FPA Live
FPA LIVE: Fighting Financial Fraud with Tom Simon
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
White Paper
Wednesday, August 27, 2025
Axos Advisor Services
Advisory Fees in 2025: Are You Aligned With Your Clients?
In today’s fast-changing advisory landscape, your fee structure isn’t just how you get paid; it’s how clients judge your transparency, trustworthiness, and value. Robo-advisors, new pricing models, and generational shifts are reshaping expectations. Are your fees keeping pace, or quietly pushing clients away?
Video
Wednesday, August 6, 2025
FPA Live
FPA LIVE: Brian Wallheimer on the State of Financial Services Trade Media
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Thursday, July 24, 2025
FPA Live
FPA LIVE: Michael Kitces on 25 Years of FPA and the Future of Planning
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Wednesday, July 9, 2025
FPA Live
FPA LIVE with Derek Pollard: Unraveling Financial Advisor Marketing Mysteries
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Thursday, June 19, 2025
FPA Live
FPA LIVE with Tim Maurer on Winning the Work
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Manual
Thursday, June 5, 2025
Axos Advisor Services
2025 Elite Marketing Playbook: Download Your Marketing Blueprint for RIAs
Based on data from leading RIA firms, this guide outlines exactly how to level up your marketing—without overspending or wasting time.
Video
Wednesday, May 28, 2025
FPA Live
FPA LIVE with Mike Byrnes on the AI Revolution
Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Video
Wednesday, May 7, 2025
FPA Live
