Dennis J. Moore, the 2022 president of the Financial Planning Association, said he is dedicated to getting people back together in person as soon as possible and promoting the next generation of advisors.
“Our goal is to figure out how to have the biggest impact that we can on advisors and on the chapters,” Moore said in an interview today. “That starts with building on our value proposition for the chapters, and continuing our communication that we have built."
The FPA has been developing new communications tools and resources for the chapters and wants to continue that program, Moore said. The association is offering technology resources for those chapters that want it. It also will offer benchmarking standards for chapters to measure how they are doing on activities and resources compared to other chapters, Moore said.
“We will be offering more data to chapters” on all fronts, he said. “We want to keep the momentum going that we have built. We have missed being able to meet in person, but we are planning a retreat in Austin in April. Some people are suffering from ‘Zoom fatigue’ and we are looking forward to see each other and clients in person, but we have to do it at the appropriate pace.”
Having been involved in the FPA since college and with Next Gen planners, Moore said it is important for him to offer the same connections to new advisors now.
“I want them to be plugged in to FPA as I was,” he said. “FPA has a path for everyone.”
Moore, who served as FPA president-elect last year, will lead the association’s board of directors in formulating and overseeing its strategic direction, for the next year.
Based in Dallas with Mercer Advisors, Moore was named one of Financial Advisor magazine’s “Young Advisors to Watch” in 2015 and one of Investment News’ “40 Under 40” in 2018.
“With a passion for financial planning, Moore volunteers his time to assist young financial planning professionals in their career growth. He mentors young planners and has served as chair of the mentor committee for the Texas Tech University Personal Financial Planning Alumni Advisory Board,” the FPA said.
“I’m looking forward to executing on the initiatives we’ve been working on over the past year, including our value proposition, technology enhancements for our chapters, and other initiatives that will bring value to our chapters and members,” Moore said in a statement. “I’m excited to continue the momentum from the Advisory Council and our communication within FPA.”