Feb 16, 2021
In this episode of Human Capital, we catch up with Skip Schweiss, the 2021 president of the Financial Planning Association.
Schweiss, former president of TD Ameritrade Trust Company and managing director of advisor advocacy for TD Ameritrade Institutional, talks about FPA’s priorities, including boosting FPA’s membership.
“…FPA will continue to deliver content that can not only keep a planner’s skills sharp and evolving with the times and with trends but also to provide them that continuing education credit. We just know and acknowledge we aren’t the only game in town anymore and that cannot be the reason to belong to FPA.”
“…We’ve got to evolve our value proposition beyond just providing CE and community.”
Schweiss also weighs in on the Reddit GameStop incident, the future of the SEC’s Regulation Best Interest