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.
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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