by Kristin Beane | May 12, 2016 | Community News, FPANE News, Home Page Features, Member News
What: NexGen Panel Event When: Wednesday, June 8, from 6-8pm Where: Pioneer Investments, 60 State Street Who: Open to ALL industry professionals * We’ll have appetizers and drinks In an aging industry, with few young financial planners coming into the business, it’s...
by Kristin Beane | May 11, 2016 | Community News, FPANE News, Home Page Features
June 9, 2016 Cape Cod Practice Group Why do you need to have your own marketing plan? The short answer is to get more meetings with your ideal targets. How many fresh leads do you have sitting on your desk every morning? Your firm may have a marketing plan but you...
by Kristin Beane | May 9, 2016 | Community News, Consumer News, FPANE News, Home Page Features, Member News
Congratulations David on being named FPA MA’s Volunteer of the Year. David Santoro has been a member of the FPANE Military Pro Bono Group since 2011 and has made a tremendous impact on the program throughout his involvement. David’s involvement with the group...
by Kristin Beane | May 3, 2016 | Community News, FPANE News, Home Page Features
Join us for a webinar on May 11, 2016 at 12:00 PM EDT. Register now! https://attendee.gotowebinar.com/register/7895904534954172676 Join us for Advanced Techniques: Improving Tax Alpha through Asset Location to learn how you can help your clients lower their current...
by Kristin Beane | Apr 14, 2016 | Job Postings
Job Title: Administrator and Office Manager Location: Metro west Holistic financial services firm is seeking an alert, competent new member of the team with the right blend of technical skills, administrative experience, office management, dedication to personal...
