Brought to you by the Women & Finance Knowledge Circle, join Gretchen Halpin, Co-Founder of Beyond AUM, for an interactive discussion on what it really takes to grow an advisory firm in today's evolving landscape. As traditional marketing gives way to AI-driven search, changing client expectations, and increasing competition, sustainable growth requires more than generating new leads—it demands alignment across your marketing, operations, client experience, and team.

Together, we'll explore the many paths to growth, from organic marketing and referrals to new markets, acquisitions, and strategic partnerships. More importantly, we'll discuss how to build the internal systems, culture, and client experience that allow your firm to grow without compromising the relationships that made it successful in the first place. Be prepared to participate, share ideas, and learn from your peers.

What You'll Learn:

• How advisory firms are creating new business through organic, inorganic, and relationship-driven growth strategies
• The evolving role of content, SEO, and AI in helping the right prospects find—and trust—your firm
• Practical ways to expand into new markets while maintaining a consistent client experience
• How to balance growth with operational capacity so scaling strengthens, rather than strains, your business
• Strategies for creating a culture where your team understands, embraces, and contributes to your firm's growth

Whether your firm is looking to accelerate growth, enter new markets, or simply build a more scalable foundation for the future, this session will provide practical ideas and engaging discussion to help you grow with greater clarity, confidence, and intention.

Gretchen Halpin, Co-Founder

Brought to you by the FPA Latino Knowledge Circle, join us for the Next Generation of Planners: Celebrating Latino Success. Featuring Jose Pena and Cindy Randolph. In celebration of Hispanic Heritage Month, we’re recognizing the achievements and contributions of our Latino community by highlighting a few member journeys, including the milestone of passing the CFP exam. Hear Jose and Cindy share their experiences, study strategies, and tips for success, while connecting with fellow FPA Latino Knowledge Circle members and celebrating the next generation of planners.

Larry Pon wants to continue the tax conversation with you! Have questions? Larry has answers! Join us for a LIVE Q&A session where Larry answers your tax-related questions and provides up-to-date insight on laws and regulations. 

In October, Larry will be joined by Rodney Powell and they will be discussing medicare.

If you have questions ahead of time, you can send them to [email protected]. 

Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP, Pon & Associates

Brought to you by the PridePlanners Knowledge Circle: The media landscape has been transformed by the explosion of finfluencers, digital noise, and always-on content. So how do real financial planners cut through the clutter and become the real voices journalists trust most? In this session, you’ll learn how to demonstrate credibility, deliver value to reporters, and turn media placements into powerful third-party validation for your brand and standing as a trusted, qualified financial planning professional. With fresh insights from FPA MediaSource query trends, you’ll walk away with practical strategies to build reporter relationships and show journalists—and the public—why your expertise matters.

Ben Lewis, Chief Communications and Development Officer

As firms grow, it gets harder to stay organized, deliver a great client experience, and make good decisions about technology. Many firms add new tools, new processes, and new tasks over time, only to find that the firm becomes more complicated instead of more efficient.

In this session, we'll discuss practical ways to create a more efficient and scalable firm. We'll explore how to think strategically about operations, where technology fits into the firm, and how to evaluate new tools without chasing every new trend. We'll also look at examples of efficient workflows across the client and prospect journey, common operational bottlenecks, and simple frameworks that can help firms make better decisions as they grow.

Whether your firm is preparing for growth or looking to improve the way work gets done today, you'll leave with practical ideas you can apply right away.

Key Takeaways

• Build a framework for making better technology decisions
• Understand what an efficient process looks like from prospect to client
• Identify operational bottlenecks that slow growth
• Learn how to create consistency across the firm

Daleele Alison, CEO and Co-Founder

Americans lose $13 billion to scams and identity theft each year.  Anyone can be a scam victim.  This presentation will explain why our brains are wired to be victimized by scams, where we are vulnerable and the steps to take to protect yourself and your clients from becoming scam or identity theft victims.

Steven Weisman, Professor/Attorney, Bentley University-Law Offices of Steve Weisman

In a world increasingly defined by rapid change, unpredictability, and information overload, your clients are not just navigating financial uncertainty—they’re living in a VUCA environment: volatile, uncertain, complex, and ambiguous. These conditions don’t just challenge financial plans; they test emotional resilience, decision-making clarity, and personal well-being.

Join Amy N. Mullen, CFP®, President of Money Quotient, for a timely and insightful webinar exploring how financial planners can better support clients facing the psychological and emotional toll of a VUCA world. Drawing on behavioral science and practical experience, Amy will break down each element of the VUCA framework and share how these dynamics influence client behavior, stress responses, and decision-making capacity.

More than just financial strategies, this session will provide tools for helping clients focus on what they can control, align their choices with core values, and develop greater resilience. You’ll leave with a deeper understanding of how to reduce client anxiety, facilitate adaptive

Amy Mullen, CFP®, President

As global mobility continues to rise, financial advisors are increasingly encountering clients who are considering or actively pursuing an international relocation. Whether driven by career opportunities, lifestyle choices, or family considerations, these moves introduce a new layer of complexity that most traditional financial planning frameworks are not designed to address.

For many advisors, this moment creates uncertainty. Questions quickly arise: Can I still advise this client? What risks am I missing? When do I need to bring in outside expertise? Too often, advisors either disengage risking the loss of the client relationship or attempt to navigate unfamiliar cross-border issues without a clear structure, potentially exposing both themselves and their clients to unintended risks.

Led by two seasoned cross-border professionals, this session is designed to provide financial advisors with a practical framework to guide clients through international transitions while maintaining their role as a fiduciary. Rather than attempting to turn advisors into cross-border specialists, this session focuses on building awareness, structure, and confidence so advisors can better understand the landscape, ask the right questions, and recognize when additional expertise is required.

Arielle Tucker, Founder & Lead Cross-Border Planner

Otto Rivera, CFP®, Financial Planner/Investment Advisor