2023 FPA New England Local and National Benefit Survey

Question Title

* 1. Regarding this benefit from your local FPA chapter: NexGen community & related events.

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

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* 2. Regarding this benefit from your local FPA chapter: Mentor Match programs

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

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* 3. Regarding this benefit from your local FPA chapter: In-person conferences: Wicked Good Talks, etc.

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

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* 4. Regarding this benefit from your local FPA chapter: Free CE Day(s)

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 5. Regarding this benefit from your local FPA chapter: Wicked Pissah Podcast

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

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* 6. Regarding this benefit from your local FPA chapter: Webinars

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

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* 7. Regarding this benefit from your local FPA chapter: Pro-Bono opportunities: Dana Farber, New England National Guard, Homes for Our Troops, etc.

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 8. Regarding this benefit from your local FPA chapter: Our partners and the resources they provide

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 9. Regarding this benefit from your local FPA chapter: Networking opportunities: in-chapter and cross industry events

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 10. Regarding this benefit from your local FPA chapter: Advocacy efforts

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

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* 11. Regarding this benefit from the national FPA: Group insurance & related programs

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 12. Regarding this benefit from the national FPA: Carlson Coaching

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 13. Regarding this benefit from the national FPA: Job board

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 14. Regarding this benefit from the national FPA: Journal of Financial Planning

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 15. Regarding this benefit from the national FPA: Planner Search platform

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 16. Regarding this benefit from the national FPA: Learning Center: webinar recordings, etc.

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 17. Regarding this benefit from the national FPA: Conference: annual conference, retreat and NexGen Gathering

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 18. Regarding this benefit from the national FPA: National NexGen community

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 19. Regarding this benefit from the national FPA: Media engagement: Media training & the MediaSource platform

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 20. Regarding this benefit from the national FPA: Connect/All Member Open Forum

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 21. Regarding this benefit from the national FPA: Knowledge Circles

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

Question Title

* 22. Regarding this benefit from the national FPA: FPA Activate (Facebook Group)

I find this benefit valuable and I use it

I find this benefit valuable but haven't used it

This isn't of particular value to me or my practice

I haven't really had an awareness of this benefit

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* 23. Please share with us the top two or three benefits that you find valuable.

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* 24. Would you like any more information about any of the benefits listed above? We’d be happy to get back to you!

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* 25. Anything else you’d like us to know? Any other benefits you’d like our chapter to offer?

Question Title

* 26. We’d like to give a small gift as a thank you for filling out this survey. Please choose one:

Amazon gift card

Starbucks gift card

Please forward my gift to one of the organizations supported by our chapter’s pro bono efforts

2023 FPA New England Local and National Benefit Survey

Question Title

* 1. Regarding this benefit from your local FPA chapter: NexGen community & related events.

Question Title

* 2. Regarding this benefit from your local FPA chapter: Mentor Match programs

Question Title

* 3. Regarding this benefit from your local FPA chapter: In-person conferences: Wicked Good Talks, etc.

Question Title

* 4. Regarding this benefit from your local FPA chapter: Free CE Day(s)

Question Title

* 5. Regarding this benefit from your local FPA chapter: Wicked Pissah Podcast

Question Title

* 6. Regarding this benefit from your local FPA chapter: Webinars

Question Title

* 7. Regarding this benefit from your local FPA chapter: Pro-Bono opportunities: Dana Farber, New England National Guard, Homes for Our Troops, etc.

Question Title

* 8. Regarding this benefit from your local FPA chapter: Our partners and the resources they provide

Question Title

* 9. Regarding this benefit from your local FPA chapter: Networking opportunities: in-chapter and cross industry events

Question Title

* 10. Regarding this benefit from your local FPA chapter: Advocacy efforts

Question Title

* 11. Regarding this benefit from the national FPA: Group insurance & related programs

Question Title

* 12. Regarding this benefit from the national FPA: Carlson Coaching

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* 13. Regarding this benefit from the national FPA: Job board

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* 14. Regarding this benefit from the national FPA: Journal of Financial Planning

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* 15. Regarding this benefit from the national FPA: Planner Search platform

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* 16. Regarding this benefit from the national FPA: Learning Center: webinar recordings, etc.

Question Title

* 17. Regarding this benefit from the national FPA: Conference: annual conference, retreat and NexGen Gathering

Question Title

* 18. Regarding this benefit from the national FPA: National NexGen community

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* 19. Regarding this benefit from the national FPA: Media engagement: Media training & the MediaSource platform

Question Title

* 20. Regarding this benefit from the national FPA: Connect/All Member Open Forum

Question Title

* 21. Regarding this benefit from the national FPA: Knowledge Circles

Question Title

* 22. Regarding this benefit from the national FPA: FPA Activate (Facebook Group)

Question Title

* 23. Please share with us the top two or three benefits that you find valuable.

Question Title

* 24. Would you like any more information about any of the benefits listed above? We’d be happy to get back to you!

Question Title

* 25. Anything else you’d like us to know? Any other benefits you’d like our chapter to offer?

Question Title

* 26. We’d like to give a small gift as a thank you for filling out this survey. Please choose one:

Question Title

* 27. First & Last Name

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* 28. Email