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DESCRIPTION
FPA has compiled a groundbreaking salary survey with compensation, incentive and benefit data for financial planners, technical specialists and support staff.
The FPA 2010 Financial Planning Salary Survey provides an in-depth review of compensation, benefits and other relevant data for 22 different positions within various firms.
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Click here for information on the 2009 report
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DESCRIPTION
Allied for Success: Creating a Synergy of Specialists to Fulfill Our Clients' Dreams addresses the benefits, processes, and barriers to building professional relationships with allied professionals for more effective client service. Alliances with allied professionals offer financial planners amazing opportunities for growth, encouragement, and referrals, and this book will give you the tools to create them.
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DESCRIPTION
Research: Communication Issues in Life Planning Defining Key Factors in Developing Successful Planner-Client Relationships, by Carol Anderson and Deanna L. Sharpe, Ph.D., CFP®
In order to identify best practices, the financial planning profession recognizes the importance of learning more about how various aspects of communication can contribute to the development of trust and commitment in planner-client relationships. The research we present in this report is an effort to meet these needs.
Available in hard copy or electronic formats.
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DESCRIPTION
Creating an Investment Policy Statement, offers investment and wealth managers an immediate opportunity to better serve clients with Investment Policy Statements, the foundation for all future investment decisions. Presented in the broader context of an examination of the modern investment management process, the book explores common policy issues and gives readers the tools needed to create an IPS.
Also, visit www.IPSAdvisorPro.com to get an FPA member discount (for first-time purchasers only) for IPS AdvisorPro. From the authors of Creating an Investment Policy Statement, IPS AdvisorPro is Web-based software that allows financial planning professionals to create a world-class IPS with built-in tools designed to save you time and money.
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DESCRIPTION
Financial Planning-The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives challenges the notion of asset-centered financial planning in favor of a client-centered approach. Author Roy T. Diliberto, CFP® uses stories, personal examples and wisdom from his career to encourage readers to identify their clients' aspirations, personal goals and needs. The book serves as a compass to assist planners with financial planning as a holistic process and enhance their current client relationships.
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DESCRIPTION
Financial Planning Perspectives eNewsletter Subscription
FPP articles are a convenient and cost-effective way for you to communicate with your clients, market to potential clients and promote the financial planning process in your local area through print publications. Use the FPP content in your own company newsletter or Web site, podcasts, presentations and marketing materials.
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DESCRIPTION
Lighting the Torch: The Kinder Method of Life Planning empowers planners with the tools to connect a client's dreams with financial planning strategies. Lighting the Torch provides training in the Kinder Method of life planning, a skill set that can provide a consistent and successful process with clients, leading to that moment called "lighting the torch."
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FPA Marketing Toolkit
New! Environmentally Conscious Electronic Version!
The new FPA Marketing Toolkit gives you the best practices, guides, models and ready-to-use templates for: "Tactical marketing campaigns" "Public relations efforts" "Measuring implementation and effectiveness" And much more. BONUS: The Toolkit also includes one consumer-focused PowerPoint presentation addressing the need and value of financial planning - a $150 value! Buy it today and use it tomorrow!
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DESCRIPTION
Oversold and Underserved: A Financial Planner's Guide to Effectively Serving the Mass Affluent, by Marc S. Freedman, CFP, explores the characteristics of the mass affluent market, highlighting a population who need and want the services financial planners can provide, and who can also be profitable for planners.
NOTE: 100% of author royalties for Oversold and Underserved are being donated to the Foundation for Financial Planning.
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DESCRIPTION
Learn which side of the table is for you in The Right Side of the Table: Where Do You Sit In the Minds of the Affluent? As wealth increases, clients are demanding a different model for their advisory team. Team members will take specific seats at the table based on their best suited roles.
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Succession Planning Strategies for the Financial Planner
Available in PRINT ($99/$129) or ELECTRONIC ($79/$109) and USB ($89 / $99) format.
Designed to address the specific needs of this industry, this comprehensive overview addresses concerns and options for immediate exit strategies, and the importance of advance planning strategies.
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DESCRIPTION
The FPA Compensation and Staffing Study, completed in 2005, drills down on an industry wide challenge: Increasing professional staff as a measure to increase profitability.
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