Free FPA Media Event
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Free FPA Media Training Event


Be Our Guest for this Don't Miss Media Training For Financial Planners


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Time for Your Close-Up: Media and Social Media Training for Today’s Financial Planner - You have a story to tell and this June, the Financial Planning Association® (FPA®), the largest membership association for CFP® professionals and the financial planning community, is delivering two presentations that will empower you with the tools you need to share it with the world. Gain valuable tips and resources to help you better engage journalists and maximize social media in your business. Doing so can help you get the exposure you need to put your business front-and-center with thousands of potential clients. Don’t miss this special complimentary opportunity to learn skills and strategies to enhance your visibility within the financial planning profession.

Thursday, June 14, 2018


7:30 a.m. - 11:00 a.m.

Continental breakfast and networking 7:30 - 7:50 am. Program begins at 7:50 am


Morningstar | 22 W Washington Street
Chicago, IL 60602


Media Mastery: Representing Yourself and Your Profession Through the Media


Working with journalists is one of the easiest ways to increase your visibility and enhance your brand. With anever-increasing news cycle and the onslaught of online news coverage, the time is right to learn what you can doto master working with the media to amplify your own exposure and the important role financial planners play.

Join the FPA of Illinois for Media Mastery, a media training workshop for financial planners that will walk you through the necessary skills and tactics for working with the media, including:

  • How to best prepare for an interview to ensure it goes as smoothly as possible
  • How to master the skills needed to perform at a high level during an interview
  •  How to display great poise when working with reporters
  • How to protect your reputation when working with reporters

This training will qualify CFP® professionals who are members of FPA who want to be part of FPA MediaSource – the automated media query platform that sends media requests right to your inbox! This revolutionary platform has enabled FPA members to take part in more than 2,700 national media opportunities over the past two years alone.

So, whether you’re an FPA member, or thinking about becoming an FPA member, this is YOUR opportunity as a CFP® professional to get the media attention that can help drive your personal and business awareness!



Using Story, Service and Style to Make Social Media Work for You

Dan Martin, Director of Marketing, FPA


If your biggest challenge as a financial planner is finding and acquiring new clients, you’re not alone. Nearly two-thirds of financial planners recently surveyed by the Financial Planning Association listed “client acquisition” as their top obstacle.

And yet, the money and skill set required to come up with an effective prospecting strategy—and what it might take to execute the plan—can make attracting new clients seem impossible. While certainly not a magic bullet on its own, social media can be a cost-effective way to build your personal and professional brand and connect with potential clients in a genuine, authentic manner.


In this presentation, FPA Director of Marketing Dan Martin will provide his top 10 tips on how to use social media effectively in your financial planning practice, focusing on how to make an impact with limited time, budget and resources. He’ll also clear up some common misconceptions and bust a few myths about using social media in business, helping prepare and inspire you to hit the ground running.




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