DENVER (January 22, 2020) – To help financial planners build more productive, profitable and successful businesses, the Financial Planning Association® (FPA®), the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those who support the financial planning process, is adding three additional business coaches to its FPA Coaches Corner program this year.
Kalli Fedusenko, Patty Kreamer and Teresa Riccobuono are joining the FPA Coaches Corner in the first quarter of 2020 to further augment the program and support FPA members with content covering digital marketing, productivity and client experience. A one-stop-shop for content, tools and resources from some of the most recognized business coaches in the profession, the FPA Coaches Corner connects FPA members to some of the best and brightest thought leaders in the business of financial planning.
“FPA prides itself on being an innovator in the profession by providing members with unique opportunities to excel in their careers and businesses,” says FPA Executive Director/CEO Lauren M. Schadle, CAE. “The creative expertise of Kalli, Teresa and Patty will help our members bring new ideas to life to master the business of financial planning and achieve higher levels of success. I’m pleased to welcome these new coaches to the FPA Coaches Corner and look forward to seeing how our members will benefit from their contributions.”
- Kalli Fedusenko of The Kalli Collective: Fedusenko joined the FPA Coaches Corner as the Digital Marketing Coach on Jan. 1, 2020 to help financial planners improve their digital presence, reach new prospects and solidify client loyalty. Founder of The Kalli Collective, Fedusenko combines her knowledge from her previous experience working for independent financial firms with her formal education in mass communications to help financial planners create brands that represent their values and resonates with their target audiences. In addition to serving as the FPA Coaches Corner’s Digital Marketing Coach, Fedusenko will periodically contribute to the FPA Practice Management Blog. View her most recent FPA Practice Management blog post titled, “How to Look Like the Financial Planning Expert You Are.”
- Teresa Riccobuono of Simply Organized®: Riccobuono will join the FPA Coaches Corner as the Client Experience Coach on Feb. 3, 2020 to help financial planners develop a thoughtful process for building their ideal financial planning practice through her signature program, Tapping Into Your Million Dollar Drawer. Serving in the financial services industry for more than 20 years and currently serving as public relations chair for the FPA of the East Bay, Riccobuono often witnesses gaps between where financial planners want their practices to be and where they are at currently, which prompted her to establish Simply Organized®. Riccobuono is also a frequent contributor to Advisor Perspectives and an occasional contributor to Michael Kitces’ Nerd’s Eye View blog.
- Patty Kreamer, CPO® of Productivity Uncorked, LLC: Kreamer will join the FPA Coaches Corner as the Productivity Coach on Mar. 2, 2020 to help financial planners take control of their time, brain clutter, inbox, interruptions, distractions and anything getting in the way of productivity. Co-founder of Productivity Uncorked, LLC, a Certified Professional Organizer® and Productivity Coach, she has personally improved the productivity and organization of thousands of lives. Kreamer was named Women’s Business Networks’ Woman of the Year and is author of several books including A Woman’s Way, But I Might Need It Someday and The Power of Simplicity.
Drawing on the expertise and knowledge of the eight coaches participating in the FPA Coaches Corner, FPA published a new whitepaper, Action 2020: Create Business for Today and Tomorrow. The whitepaper provides key insights on how advisers can lay the groundwork today for meaningful long-term change in their practices and was inspired by Advisory Firms in 2030: The Innovation Imperative, research revealed by FPA and SEI at the FPA Annual Conference 2019.
“With the rapid change of technology, emerging new business models and generational shifts, innovation is key for financial planning practitioners to achieve sustainability and profitability in the next decade,” adds Schadle. “I’m grateful for the forward-thinking insights shared by our coaches to create this whitepaper that will help our members identify opportunities to improve their businesses in the years ahead.”
Journalists interested in arranging interviews with FPA coaches about their business and career building ideas or would like to request a copy of the new whitepaper can contact Ryanne Harrah at 303-867-7151 or RHarrah@OneFPA.org.
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal membership organization for CERTIFIED FINANCIAL PLANNERTM professionals, educators, financial services professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning. Through a collaborative effort to provide members with professional education, business support, advocacy and community, FPA advances financial planning practitioners through every phase of their careers, from novice to master to leader of the profession. Learn more about FPA at FinancialPlanningAssociation.org and follow on Twitter at twitter.com/fpassociation.