FPA Client Connect (powered by Liberty Publishing)
FPA Client Connect takes marketing your practice to a whole new level. In addition to having a wide range of personalized financial email communication pieces such as articles, newsletters, reports, e-brochures, and quick notes, FPA Client Connect users will be able to launch email campaigns with Set-It-and-Forget-It (SIFI) technology. One or two clicks and you're done! FPA Client Connect is the value-added technology benefit you get from FPA membership.
FPA Virtual Meeting (powered by AnyMeeting)
This full-featured, easy-to-use web conferencing product is ideal for financial planning professionals looking to connect to their clients in a cost effective way. It features six-way video conferencing, conference calling, built-in VoIP, screen sharing, application sharing, recording and more! FPA Virtual Meeting helps you connect and stay in touch with your most important clients.
Our FINRA-reviewed educational booklets clearly and objectively explain financial products and strategies. Customize the booklets with your logo, contact information, and photo for use in client seminars, mailings, and meetings. FPA members can purchase FPA-branded booklets at member-only rates!
Protected Tomorrows is an international advocacy firm headquartered in the Chicago area that enhances the lives of people with special needs by providing training programs to professionals who work with families with disabilities. Protected Tomorrows helps financial professionals manage business risks, assist in practice growth and deepen relationships with clients who have a loved one with a disability through its expertise and educational resources. FPA members receive a 15% discount to Protected Tomorrows Professional Membership Program as well as discounts on products and services.