Tom Potts

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  At FPA San Diego, Organization's Leadership Addresses Goals, Advocacy, Challenges

  By John Sullivan, AdvisorOne  |  September 17, 2011

  The Financial Planning Association’s leadership met with members of the press in San Diego on Saturday for a frank discussion of the organization’s stable membership, advocacy efforts and “second decade” initiatives.

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  At FPA Townhall, CEO Tuttle Says 'Downward Spiral' in Membership Is Over

  By John Sullivan, AdvisorOne  |  May 5, 2011

  At FPA Retreat, leadership also addresses fiduciary standard, growth of women and finance community, and lobbying efforts.

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  FPA Backs Fiduciary Standard, Reaches Out to FSI Members

  By James J. Green, AdvisorOne, Kathleen McBride, AdvisorOne  |  March 2, 2011

  The FPA is sticking by its fiduciary standard of care, says group president Martin Kurtz, and is also looking to re-engage FSI members while searching for ways to help provide education and advice to more Americans.

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  FPA Denver Takeaway: Dodd-Frank; Finding Clients; Cautious Optimism on Markets

  By James J. Green, AdvisorOne  |  October 13, 2010

  The annual FPA meeting, this year in the FPA's hometown of Denver, concluded Oct. 12, and by most measures it was a success, just as the FPA itself has been a success in its 10th year of existence.

• At FPA Denver, Succession Planning Is Top of Mind

  By John Sullivan, AdvisorOne  |  October 9, 2010

  Financial Planning Association president Tom Potts opened the organization annual conference in Denver on Saturday by noting the amount of older planners looking to retire and the new infusion of younger individuals entering the business.

• FPA, Coalition for Financial Planning Remain Upbeat

  By James J. Green, AdvisorOne  |  June 1, 2010

  "People on the Hill know what financial planning is now," says Tom Potts, president of the Financial Planning Association (FPA), and while it may "take...

• Long-Term Progress Reported by Financial Planning Coalition

  By James J. Green, AdvisorOne  |  June 1, 2010

  Speaking in San Antonio on April 23 during the FPA Retreat of the Coalition for Financial Planning's progress in having its voice heard in Washington,...

• Why an Optimistic FPA President, Tom Potts, Wants Regulation: The Weekend Interview

  By James J. Green, AdvisorOne, Joyce Hanson, AdvisorOne  |  May 22, 2010

  FPA President Tom Potts expanded on that foundation-building work in a follow-up interview, along with FPA CEO Marv Tuttle, with Investment Advisor on May 12, before the Senate passed Senator Christopher Dodd's financial services reform bill.

• Financial Planning Coalition Reports Success and a Champion in the Senate

  By James J. Green, AdvisorOne  |  April 26, 2010

  Despite lack of fiduciary standard in Dodd bill, group will continue to battle

• GroupThink

  By Staff Writer  |  December 1, 2009

  The Financial Planning Association (FPA) has announced Martin Kurtz as the group's 2010 president-elect. He succeeds Tom Potts, who assumes the FPA's presidency on January...