The annual Financial Planning Association meeting, this year in the FPA’s hometown of Denver, concluded Oct. 12, and by most measures it was a success, just as the FPA itself has been a success in its 10th year of existence. FPA Executive Director Marv Tuttle told John Sullivan of Investment Advisor and AdvisorOne.com in a video interview that there was a mood of “cautious optimism” among FPA members regarding the markets and the economy. He also listed regulatory issues, specifically implementation of the Dodd-Frank reform act, and the evergreen issue for advisors—how to find clients—as the top concerns of the 2,500 attendees, a number that Tuttle said was up 10% from FPA national’s 2009 conference in Anaheim, Calif.
In a private interview with Tuttle, FPA President Dr. Tom Potts and incoming President Marty Kurtz on Oct. 11, the three men spoke of the planner group’s priorities, which included a new branding campaign and a desire to reach more consumers.
That outreach was on display in a sponsored Wall Street Journal section appearing on Oct. 12 that included an open letter from Potts on the meaning and value of financial planning and a Q&A with contributions from many luminaries from the profession on financial planning topics of interest to consumers.