FPA Brings Enhanced Practice Management Solutions to Members

DENVER - September 28, 2012 – The Financial Planning Association® (FPA®) is teaming up with resource and service providers, AnyMeeting, Liberty Publishing, Inc., and RIA Match™, to help financial planners strengthen their professional development and practice. These new benefits will be featured in the new FPA Practitioner Resource Guide, a robust directory of practical solutions and benefits to help financial professionals take their business forward. The Guide is launching with a host of partners and discounted services and FPA’s plan is to expand it even more with offerings that will help its members succeed.

With today’s announcement, FPA members will gain access to the following benefits:

 

  • 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, and much more. Co-branded platforms will be offered to FPA members at a discounted rate.
  • 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 Client Connect will be offered to FPA members at a discounted rate.
  • FPA Practice Match, powered by RIA Match™ has created a virtual matching system, 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. FPA Practice Match will be offered to FPA members at a discounted rate.


“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 incoming 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.”

To learn more about FPA and its member resources, please visit www.FPAnet.org.

 

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