How Peachie and the FPA of Northeast Florida Elevates Your Financial Planning Practice

As financial advisors, we know that technical knowledge alone isn't enough to build a thriving practice. The true differentiator is our ability to connect with clients on a human level and establish deep, lasting trust.

That's why our CEO Peachie, as a dedicated board member of the Financial Planning Association of Northeast Florida, was proud to participate in bringing Deirdre Van Nest's acclaimed Crazy Good Talks workshop to our local advisor community.

The Value of FPA Membership

This workshop is just one example of how the FPA of Northeast Florida consistently delivers meaningful value to its members. While many industry organizations focus primarily on technical training, the FPA recognizes that communication skills are equally essential to advisor success.

By securing resources like Deirdre Van Nest's expertise, the FPA demonstrates its commitment to developing well-rounded advisors who can:

• Build immediate trust with prospective clients
• Communicate complex concepts in ways that resonate emotionally
• Develop long-term client relationships that withstand market volatility
• Create a practice based on genuine connection rather than transactions

Leadership That Understands Your Needs

Under the guidance of President Jeff McDermott, CFP®, CSLP®, and immediate past President Sean Guldi, CFP®, with dedicated support from board members like Michelle Ash, CFP®, MSFS and M. Elaine Hall, MBA, CFP®, ChFC®, the FPA of Northeast Florida continues to identify and deliver the resources that modern advisors truly need.

The board's commitment to bringing world-class professional development opportunities to our local community reflects their deep understanding of today's advisory challenges.

Investing in Your Professional Growth

At Peach Insurance Services, we value our connection to the FPA precisely because of initiatives like this. We believe that organizations that invest in their members' growth ultimately strengthen the entire profession.

Through our involvement with the FPA, we're not just building our own skills—we're helping to elevate the standard of care for all clients in our community.

*Interested in learning more about how FPA membership can enhance your practice? Contact Peachie today to discover how professional community can transform your client relationships.