FPA has partnered with Snappy Kraken to turn your FPA PlannerSearch listing into a real client acquisition tool.
Finding the right clients starts with being found. FPA PlannerSearch has connected consumers with CFP® professionals for over two decades, and now we're taking it further.
Through a new partnership with Snappy Kraken, a marketing technology leader, your profile will move beyond a static listing to actively match you with consumers based on your expertise, specialization, and approach.
Development is already underway, with a full launch planned for late summer 2026. If you're already participating in FPA PlannerSearch, your transition is automatic. Here's what's coming.
Being found online isn't optional, it's essential. FPA PlannerSearch currently helps drive your online visibility so that when consumers search for a financial planner by name or location, you show up. The updated, upgraded platform will reflect FPA’s commitment to supporting members and making financial planning more accessible by focusing on five strategic shifts:
- Clarify the Value of Financial Planning: Present FPA members as relationship-focused professionals who prioritize personalized financial guidance.
- Dynamic Matching Over Static Listings: Use detailed profiles, consumer feedback, and data to connect people with planners who match their needs and values.
- Meet Consumers Where They Are: As more people turn to artificial intelligence (AI) for help, ensure FPA PlannerSearch is easy to find and visible in these new search environments.
- Measurable Lead Flow: Convert online searches into real conversations with tools that track interest and help members follow up effectively.
- Member Engagement: Keep profiles up to date and accurate to support active participation on the platform.
To participate, you must be a CFP® professional and FPA member in good standing. Participation is free with membership, but you must opt in.