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I Love the FPA!

Thursday, February 05, 2015 7:00 AM | Brian Frederick

So the theme for my February President’s Message is 'Love' as it coincides with Valentine’s Day falling smack dab in the middle of the month. This is the time of the year to love the one you're with. In my world, as well as for many others in our chapter, the FPA is a labor of love. Therefore, I’m going to take a moment to love on it.

I’d like to start off by saying I love the FPA. To have a unified organization that champions financial planning practitioners is awesome. We all represent the evolution of our profession and the betterment of all humanity as a result. The FPA looks after us by: advocating for legislation that furthers our profession, sharing best practices in business succession planning, furthering our efforts in practice management, developing standards in relationship management, and bringing a community together as One.

I love financial planning as a profession. I’m biased, but I believe we have the best profession in the world. I say this for several reasons. From a business standpoint, we have a recurring revenue model so the work we do each year builds upon the prior year. Next thing we know we have a thriving and vibrant practice with an abundance of clients who turn to us for financial guidance in their lives. I appreciate the flexibility we have in our business to operate from anywhere as long as there is computer and phone access. But most of all, the satisfaction and fulfillment of helping clients achieve what’s important to them and see them through the ups and downs of life is gratifying in its own right. That in and of itself gets me fired up everyday to serve others. You do what you love and the money comes.

I love our board members. As I mentioned last month, we have a tremendous team this year! They have contributed time out of their busy schedules to further the profession in areas they care about. It’s amazing to see what voluntary firepower can accomplish over a short period of time. These people have their hearts in the right place and a burning desire to make a difference.

I love our committee members. These individuals have given their time, talent, and treasures to contribute to the various committees in our chapter.  They may be future board members, current board members, or past board members. The bottom line is they are doing this on a voluntary basis and assisting the Committee Chair in fulfilling their mission and vision. Much of the heavy lifting is done at the committee level and I am appreciative of these folks. I am also including our volunteers for the various events during the year including phone banks, Financial Planning Day, community service projects, etc.

I love our chapter partners. They have invested in our organization monetarily as well as by participating in our chapter meetings, annual symposium and other events. They see the value of the financial planning profession and the importance of building relationships with the best and brightest financial planners in the valley.

I love our clients. They are the ones that have placed their trust in us to assist them with one of life’s most closely held asset, their personal wealth. The fees they pay allow us to put food on the table for the household and live a life of freedom and financial independence.

And last but not least, I love our chapter members. You are what keeps this organization in existence. We are here for you. If you are not fulfilled, we are not alive and thriving. You take time from your workday to drive to the chapter meetings, spend your afternoon participating in the meetings, and then drive back to your office or home at the end of the day in the midst of traffic and everything else you have going on. You pay dues for membership as well as our chapter meetings and symposium so we know you contribute financially as well.

And the list goes on.

I challenge you to look at all the areas of your life where love is present and bring a little love to the February chapter meeting. We look forward to seeing you there.

All the best from your Chapter President,


of Greater Phoenix

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