As part of its commitment to bring members enhanced practice management support, FPA recently teamed with three outside service providers to help members strengthen their businesses. The new benefits are featured in the FPA Practitioner Resource Guide (www.FPAnet.org/Professionals/Membership/DiscountPrograms), a robust directory of practical solutions and benefits to help planners take their businesses forward. The guide is launching with a host of partnerships and discounted services, and FPA plans to continue to expand it with additional offerings designed to help members succeed.
"FPA is committed to providing innovative tools and resources to help its members stay competitive in a growing profession," said Lauren M. Schadle, CAE, FPA's executive director and CEO. "This is especially relevant to our CFP professional members, who regularly seek out new opportunities to enhance their businesses, and now the FPA Practitioner Resource Guide gives them this in a simple, easy-to-use format."
Each of the new benefits will be offered to FPA members at discounted rates. See www.FPAnet.org/Professionals/Membership/DiscountPrograms for details.
The new member benefits include:
FPA Virtual Meeting, powered by AnyMeeting
FPA members will be able to integrate co-branded web conferencing tools to showcase their business and solutions to potential and existing clients. Specifically tailored for small businesses and independent professionals, FPA Virtual Meeting features include video conferencing, conference calling, built-in VoIP, screen sharing, application sharing and recording.
FPA Client Connect, powered by Liberty Publishing Inc.
FPA members can take advantage of a variety of financial libraries and functions to launch personalized email marketing campaigns. The marketing tools help practitioners build and secure client relationships using a customized and integrated marketing platform.
FPA Practice Match, powered by RIA MatchTM
FPA and RIA Match have created a virtual matching system called FPA Practice Match for FPA members to partner or further their succession plan, anonymously and securely. FPA Practice Match is designed to create an efficient market for FPA members regardless of business size, scale or experience.