Mission:
The Allied Professionals Committee builds meaningful connections between FPA members and other professionals in local allied professional organizations —such as the Estate Planning Council, TXCPA Society, CFA Society, etc.—to foster collaboration and elevate client outcomes.
Key Responsibilities:
- Expand Professional Networks:
Identify and engage allied professionals in the DFW area to strengthen interdisciplinary relationships within the financial services community. - Plan Joint Events & Panels:
Develop networking events, educational panels, and collaborative programs that highlight shared interests and best practices across professions. - Support Chapter Visibility:
Represent FPA DFW at external events and associations to promote partnership and encourage allied professionals to get involved with the chapter.
What You’ll Gain:
- Expanded referral and collaboration opportunities
- Broader knowledge of how other professionals serve clients
- Visibility and leadership in an integrated financial community
Time Commitment:
Approximately 1-3 hours per month.
Ideal For:
Financial planners or allied professionals who value collaboration, networking, and holistic client service.