We’re joining forces with the Financial Planning Association of Maryland (FPA of MD) to support their members with marketing expertise and strengthen the financial planning community. 

Here’s a brief overview of what this partnership means for you:

  • Content marketing workshops for financial planning professionals: FPA of Maryland members will have the opportunity to take part in our upcoming workshops. We’re designing a crash course in marketing – with guidance prepared especially for the needs of financial planners.
  • Face time at FPA of Maryland events: Our team will be in attendance at upcoming virtual events and in-person symposiums. Have a question about TikTok or want to chat about your podcast idea? We’ll be happy to have a conversation.
  • Enhancing our ability to serve financial services organizations: Integrating ourselves into the financial planning community gives us the opportunity to hear firsthand about the challenges and opportunities in the industry. Taking part in these conversations will sharpen our skills, so we can better serve our clients. 

About the FPA of Maryland (For Those Who Don’t Know)

The FPA of Maryland is a thriving community of financial professionals. They bring professionals and associate partners together to share expertise, network, and advocate for the industry. Their membership includes approximately 300 financial planning professionals across the Baltimore-Washington area and southern Pennsylvania. 

Chad T. Arrington, CFP®, Board of Directors and Partnership Committee member and Partner at The Kelly Group, explains why the association partners with businesses like Agency 102…

The Financial Planning Association of Maryland focuses on quality partnerships that are beneficial to our members and partners.  These relationships enrich our community through education about relevant products and services, best practices, and resources that improve our day-to-day business with clients. 

We look forward to working with one of our newest partners, Agency 102, as they share insight on digital marketing/strategy, social media content, and more for our network of financial professionals. 

FPA of MD is a vital resource for financial professionals. Learn more about becoming a member.

Why we’re partnering with FPA of Maryland

Hannah Mizelle, Founder and CEO explains…

Marketing in the financial services industry is like navigating rough terrain. Businesses must contend with strict regulations, a highly competitive industry, and ever-changing algorithms. With experience building marketing strategies for financial brands, we’re equipped to help FPA of MD members grow their business with compliance-friendly content. Our goal with the partnership is to offer as much marketing value and education as we can to the organization. 

Better serving our financial services clients

As a trusted content marketing agency for financial professionals like SECU and Janoskie Financial, we value being part of these communities. Taking part in networking events and hosting marketing workshops not only strengthens our credibility in the industry but also keeps us informed – so we can deliver impactful content for financial services firms. 

Giving back to the community

Hosting educational events through the FPA of MD is one small way we can give back. We’ll be sharing our financial services marketing expertise with local business owners at educational events. We’re giving businesses the knowledge they need to make smart decisions about their marketing. 

Providing value and support to FPA of MD members

We know how to craft compliance-friendly marketing that gets results, so we want to share our proven strategies with local entrepreneurs. Partnering with the FPA of MD enables us to share what we know about marketing in this challenging industry with small businesses across Maryland and Southern Pennsylvania.

We do financial services marketing differently

Our unique approach prioritizes agile, compliance-friendly marketing. We blend the creativity and flexibility of a customized marketing approach with the structure and guardrails necessary in the financial services industry. 

The result is an agile content marketing strategy that considers data-driven approaches, real-time insights, and essential industry practices. Get a compliance-friendly marketing strategy designed for your company’s needs. Book a free discovery 📲 with us here.

Follow us on Instagram, or connect with us on LinkedIn to stay tuned to our journey. 

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