FPA NJ - 2026 Strategic Planning Workshop for Advisors

Do you plan to acquire new clients in 2026?

Do you plan to improve your efficiency and operations in 2026?

Do you need to formulate goals for 2026 or beyond, and do you understand the steps you need to take to achieve them?

FPANJ can help you! Join us for a multi-part advisor strategic planning workshop in January. In order to meet your goals for next year, the year after, or 5 years from now, you need to determine the actions that will get you there and the metrics that will allow you to track your progress. Identify the obstacles that may hold you back and what you can do to take advantage of the opportunities that you have.

FPANJ has arranged for professional strategic coach Ivy Slater to guide you through a formal strategic planning process so you can be successful next year.

Attendance will be capped at 14, so register today!

There will be 3 sessions:

➡️Introductory and Preparation Zoom call – January 12^th from 4-5PM

Introduce the importance and impact of strategic planning. Introductions of the group and opening the concept of each person’s vision for themselves and their businesses. Introduce what a SWOT analysis is and give the homework on SWOT in preparation for our ½ day together. *Once registered, you will receive the Zoom link for the call.

➡️Half-Day Strategic Planning Workshop on January 22nd from 10AM-3:30PM at Focus Studio, 400 Connell Drive, Suite 1200, Berkeley Heights, NJ 07922

• Review SWOT and how it impacts our plan for the rest of 2026.
• Introduction of SMART Goals and the importance of strong Goals in our strategic plan. 
• Building our individual plans from seeing our strengths, weaknesses, opportunities, and threats, and how they intersect with the goals we desire to achieve.
• Looking at the year ahead for our strategic plan.
• What can be delegated
• How can we hold ourselves accountable to stay in action?
• Building out the calendar.

Create YOUR action plan. 

➡️Debrief and accountability Zoom call – February 18^th from 1-2PM

This is an opportunity to receive a progress report and ask questions. Celebrate your success! Identify what, if any, obstacles are getting in the way of taking actions and talk through ideas on how to navigate them. 

Meet your coach, Ivy Slater:

IVY SLATER IS AN ENTREPRENEUR, internationally-bestselling AUTHOR, SPEAKER, PODCAST HOST, AND PROFESSIONALLY-CERTIFIED BUSINESS COACH

As the CEO of Slater Success, Ivy works closely with C-Suite executives and upper-level managers to advise and create clear strategies that provide instant and long-term impact on businesses. From generating team synergy and launching new sales initiatives, to holding mastermind retreats and corporate trainings on communication, finances, or strategic planning, Ivy is an expert at cultivating and facilitating relationships that are the hallmark of any successful business.

Ivy is the author of the international bestseller, “From the Barre to Boardroom: Choreographing Business Success Through Authentic Relationships” as well as “Conquering Your Fear of Money: A Woman’s Guide to Business Success,” an interactive resource offering actionable systems, tools, and strategies designed to mitigate the issues many businesswomen face. She speaks all over the country at corporate conferences, seminars, and workshops on the topics of leadership, sustainable growth, and sales. You can also hear Ivy on her weekly podcast, Her Success Story, where she interviews gutsy businesswomen on their compelling journeys towards achieving success. For more information on Ivy & Slater Success Coaching Click Here