The Power of Industry Conferences and Professional Organizations, with Nate Hudson of Avior Wealth Management

“On the Circuit” is a podcast where conversation sparks innovation, hosted by Johnny Sandquist from Three Crowns Marketing. This season, his guests include industry conference attendees from across the country.

Nate Hudson wouldn’t be the advisor he is today if he hadn’t joined the Financial Planning Association (FPA) in 2018.

“It’s played a big role in my development as an advisor,” said the FPA Nebraska 2024 President-Elect and Avior Wealth Management advisor.

He credits continuing education events and conferences like the Nebraska FPA Wealth Management Conference as incredible opportunities he’s had to form connections with other advisors who end up providing support and business insights.

Joining a professional organization is a wise decision for any advisor, especially any next-gen advisors. Nate says the industry can be hard to break into, but it’s easier with a supportive community — such as the one you can find through a professional organization. 

How else does joining a professional organization benefit both you and your business?

Curate Centers of Influence

“I’ve had a chance to connect with attorneys, donor-advised funds administrators, CPAs that I’ve got to connect with through these presentations to make introductions for my clients, to help better my practice, to help better my firm,” Nate said.

Gather Valuable Takeaways

“We bring in speakers who provide us actionable, real-world advice that we can provide our clients,” Nate said of FPA events. “So it’s been a great resource to pick up tips and tricks and to pick up things that we can apply to our own practices to better our client relationships, to better our clients in their individual situations.”

Find Your People

“When you’re a young advisor in your twenties and in your thirties, it can be a tough business to break into and it can be a tough business to kind of mature through, if you will,” Nate said. “And finding people that can come together to support each other, give each other best practices and help each other to become better, I think is a really important thing that the FPA has an ability to do.”

Nate dives into all this and more on episode 35 of “On the Circuit.” He joins host Johnny Sandquist of Three Crowns Marketing for a conversation recorded at the Nebraska FPA Wealth Management Conference in October 2023 in Omaha.

Click “play” above to listen to the full episode. To hear from more industry friends and experts, subscribe to “On the Circuit” wherever you listen to podcasts. 

Key Takeaways

1. Advisors who belong to a professional organization gain access to build network connections that will help them develop professionally and better serve their clients.   
2. Industry conferences provide a wealth of insights that can have a real impact on your business. 
3. The industry is tough to break into as a young advisor, and joining a professional organization like FPA allows you to connect with a community of like-minded individuals who can provide support and improve your practice.

Key Timestamps and Topics

• 00:00:50 – How has being a member of the FPA helped Nate grow as a professional?
• 00:03:06 – Nate shares insights he’s gleaned from attending speaker sessions during the Nebraska FPA Wealth Management Conference in October 2023 in Omaha 
• 00:04:33 – How do different generations look at investment fads like NFTs, ETFs and crypto, and what does FOMO have to do with any of it?
• 00:05:54 – What does Nate plan to focus on first when he becomes president of FPA in 2024?
• 00:06:52 – How can FPA attract next-gen advisors?   

Relevant Links

• Download our free ebook, The Advisor’s Guide to Starting a Podcast
• Connect with a member of our team

About Three Crowns

Three Crowns is a full-service marketing partner, providing the financial industry with high quality custom blogs, website design, branding, podcast production and more. We help financial advisors and fintech companies find their message and amplify their voice. From strategy to click-worthy content, to SEO optimization and social media promotion, our team is ready to help you feel confident in your communication. Click here to connect with a member of the Three Crowns team today.