FPA BE: Seattle - Financial Planning Fun

How to Write a Financial Advisor Biography

Read Now

As many of you may know, last month the Financial Planning Association held its annual Business and Education Conference. More than 1,500 advisors from around the US gathered in Seattle for a weekend of all things financial planning and fun, and Advisor Websites was lucky to be invited along.

Our Account Representative Nitesh, Marketing Manager Maggie, and amazing mascot Marbles (such nice alliterations), stuffed themselves into a car for the trek down, full of excitement to join thought leaders in the industry.

Once there, they participated in the Rapid Fire session, where six experts spoke for ten minutes on relevant topics, and met one-on-one with dozens of advisors in the Business Consulting Lounge to answer website-related questions and provide feedback. Check out this video clip for highlights from the Rapid Fire session:

As a regular Practice Management blogger, Maggie was able to meet 'n' greet many FPA readers for the first time in person - definitely a wonderful experience to be able to put names to faces.

Maggie, Nitesh, and Marbles had an amazing time meeting clients, partners, and new friends in the financial industry.

Check out some photos from the event!

financial planning It's always fun meeting up with our amazing clients. Pictured above: Maggie Crowley & Bob Rall

financial planning #MarblestheMoose got loose in Seattle! Here he is getting cozy with financial marketing coach, Kristin Harad.

 

financial planning Nitesh (Advisor Websites) rocked websites at FPA BE. We met with advisors from across the country to give feedback on sites and explain how to win online.

financial planning #MarblestheMoose loved meeting our friends and integration partners, Sharefile.

financial planning Here's one of many FPA #selfies. Pictured: Victor Gaxiola (from HearSay Social) and Advisor Websites' Maggie Crowley

financial planning Mike (from Riskalyze) and #MarblestheMoose hanging out in the exhibitors hall

Author: Kellie Gibson

Topics: advisor websites, Advisor Websites, Financial Planning Association

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.