In The News
FPA Unveils “Know Your Client” Benchmark Research in Collaboration with Capital Preferences and T. Rowe Price
Financial planners who deeply understand clients see greater satisfaction, better client relationship quality and higher net client growth.
Breakthroughs in the science of risk assessment are enabling advisors to more effectively align investment solutions with clients' pragmatic and behavioral needs.
We were one of 25 hand-picked companies from 150 impressive nominations and finished joint second in the Challenge with an honorable mention.
Do you want to differentiate your firm from the competition, while adding value to your client relationships? Focus attention on an area that is ignored by most advisors: client profiling.
FPA Partners with Leading Experts to Make Behavioral Economics Technology and Education More Accessible
FPA, TrueProfile and Berkeley Executive Education at the University of California to provide financial planners with unique support in the emergent field of Behavioral Economics
Scott MacKillop, CEO of First Ascent Asset Management, lays out the key elements of a holistic client profile, and unpacks the often overlooked or misunderstood portions of client risk preferences.