FPA Client Connect, powered by Liberty Publishing
FPA Client Connect takes marketing your practice to a new level. In addition to having a wide range of personalized financial email communication pieces such as articles, newsletters, reports, ebrochures, 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.
Get financial planning leads from our online tool to help consumers find financial planners who are current members of FPA in good standing; a CERTIFIED FINANCIAL PLANNERTM professional, adhering to FPA's Code of Ethics and abiding by the FPA Standard of Care.
AdviceIQ is a digital branding tool that provides advisers with significant web exposure to local prospects. AdviceIQ is the first local digital branding product for advisers, comprising of an online directory of trusted advisers and publishing platform of financial content, designed for consumers who want to better understand and leverage the services of a financial adviser. Members receive a 15% discount on this very unique and powerful tool.
FiPath makes it easy and affordable to acquire clients through their automated referral platform, connection to the consumer community and on-line marketing best practices. Learn more and sign up through FPA to receive a 20% discount.
Omyen helps advisers effectively acquire targeted clients and efficiently create actionable financial plans. Omyen's unique products include the Wealth Planner for goals and cash flow based planning, featuring the industry's first retiree healthcare planning capability, the Personal Financial Index® for client education/acquisition, and the Retirement Savings Planner for advisers working with retirement plans. FPA members save 20% on the purchase and renewal of all Omyen technologies.
Known as the "Advisor's Advisor," Peak Advisor Alliance is the country's largest financial adviser coaching and practice management company. Headed by Ron Carson, CFP®, the country's #1 independent financial adviser, according to Registered Rep magazine, a Top 10 Barron's adviser and a top financial adviser coach, Peak Advisor Alliance provides expert financial adviser coaching, timely content and a friendly community to help financial advisers reach their peak of business and life success. More than 20% of the top 100 independent financial advisers in the country trace their roots as a Peak Advisor Alliance member, according to Registered Rep magazine. FPA members receive a $400 discount on the initiation fee.
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.
Financial planners and advisers looking to partner or further their succession plan can do so anonymously and securely via RIA Match. RIA Match is designed to create an efficient market for advisors and planners regardless of scale, scope or experience. RIA Match is the succession planning and growth tool to help you manage your future.
Veralytic is a leading innovator in life insurance research. The Veralytic Report is the only patented, objective and transparent evaluation of suitability of life insurance. Veralytic provides objective innovative research solutions to help advisors reduce costs and risk, improve consistency, and document due diligence processes against possible lawsuits and regulatory requirements. FPA members receive a $25 discount (an annual savings of $300) on the monthly single-user subscription fee.