Behind the Scenes

Irish, Maureen
February 2002
Journal of Financial Planning;Feb2002, Vol. 15 Issue 2, p10
Academic Journal
One attends a conference or play, watches a movie or listens to music on a CD. The attention, of course, is on the celebrities. But there are those not sharing the stage who have put in hours and energy, to engineer the end result and ensure its success through planning, production and promotion. These are the many people who work behind the scenes. That's the vein in which the Financial Planning Association's (FPA) Government Relations Department, Public Relations Department and their dedicated volunteers operate. Due to constant monitoring of the legislative activities on Capitol Hill and from state to state, and to FPA's active lobbying and comment, the interests of financial planning professionals are kept visible. There are two main areas of focus for the public relations experts: media relations (including generation of press releases and coordination of media interviews with FPA members) and consumer education (through such vehicles as brochures and exhibit booths). The article also discusses the realm of socially responsible investing and how planners balance their client's investing parameters with constructing a profitable portfolio.


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