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.