"FPA must become more relevant to financial planners at every stage of their careers."

Episode 27

Episode Summary

Patrick Mahoney, new CEO of the Financial Planning Association, joins Jeff and Bruce for a frank conversation about the challenges and opportunities ahead for the FPA, the future of financial planning, and his career path thus far.

Episode Notes

1:00 — Patrick Mahoney’s background and path to the FPA

5:15 — FPA’s membership challenges

8:45 — FPA’s role in crisis times

11:45 — FPA’s budget outlook

14:45 — What about the One FPA Network?

17:45 — Mahoney’s mandate from the board

19:45 — Skip Schweiss’ role

21:15 — Challenges facing the financial planning industry

23:45 — Lobbying aims

26:45 — What do big conferences like FPA’s look like post-pandemic?

28:45 — Current office/WFH status

30:30 — Any future hires to watch for?

Relevant Article:  FPA appoints interim chief Patrick Mahoney as CEO

Guest Bio:

Patrick D. Mahoney is an experienced CEO, business leader and strategist with a background across diverse organizations in the financial services, technology, and mission-based sectors. He is recognized for his skill in building and mentoring diverse teams and launching global growth strategies that integrate all disciplines from an organization’s portfolio to meet strategy-driven desired outcomes.

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