What are Regional Practice Groups?
Because not everyone is able to participate in the FPA MA’s half day or annual events, or simply wants to cultivate more local community with their fellow financial advisors, we are starting practice groups around the state. Initially, we are starting new groups in the Worcester and Springfield areas, respectively, in addition to the group that’s been meeting for those around Cape Cod and southeastern MA, but we’re open to more locations, so let us know if you’re interested!
The purpose of these groups – educate, advocate, and facilitate – but in this case, our focus is on the needs of our members. These groups can be for education, networking, discussion, best practices, questions, or whatever is most helpful to the group members attending. This is your resource. And, it’s up to you to make the most of it. Whether you want to discuss “what do you look for in a b/d?”, or “when should you go RIA?”, or “what software do you use for a CRM?”, or “do you outsource or when is it better to hire?”, or are you looking to network for succession planning … whatever are the topics and issues that would benefit you in your financial planning practice, this is an opportunity connect with other local advisors to share and learn.
Come learn more about the Regional Practice Group in your area. Join us for these upcoming initial gatherings to gauge interest and discuss how we can proceed in developing your local group.