Women's FPA Study Group

Ashley Attends First FPA of MA Women's Study Group, 9/28/17

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The Financial Planning Association of Massachusetts (FPAMA) Women’s Group hosts events in the Boston area for women in the financial planning industry. Recently, the FPAMA Women’s Group launched an informal study group for female advisors with the purpose of sharing best practices and insights on business development.

Partner Ashley Ott is an active member of FPAMA. She attended their first study group event on September 28 at Fidelity Investments in the Seaport. Ashley met several like-minded female advisors based in and around the Boston area and discussed the topic of client onboarding processes to improve the client experience. The group exchanged best practices and challenges within each of the steps of the client onboarding process, including communication methods, marketing materials, and new technologies. The study group plans to meet on a quarterly basis to discuss improving office processes to better serve their individual clients.