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Guide
Tuesday, March 17, 2026
RooksDM LLC
Streamline Your Client Intake Process
Client onboarding should move your business forward, not slow it down. This guide shows financial advisory firms how to simplify intake, organize documents automatically, and eliminate manual busywork.
Video
Wednesday, January 14, 2026
FPA Live
FPA LIVE: Matt Reiner on AI and the Power of FPAi Authority
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, November 19, 2025
FPA Live
FPA LIVE: 25 Years Later—Bill Carter on FPA’s Origins and Vision
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, October 23, 2025
FPA Live
FPA LIVE: Angela York and Elyse Stoner on Growth Through Client Events
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, October 8, 2025
FPA Live
FPA LIVE: Joshua Wilson on Emotional Resonance in Brand Building
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 y
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 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.
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
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