Financial Planning Association and AdviceIQ Announce Strategic Collaboration

 

  • Advice IQ selected as provider in FPA Practitioner Resource Guide 
  • FPA members will receive 15% discount on directory and geo-marketing services 

Denver and New York – September 26th, 2012 -The Financial Planning Association® - (FPA®) and AdviceIQ® today announced a strategic collaboration that will make the AdviceIQ digital directory and geo-marketing platform available to FPA members via the FPA Practitioner Resource Guide. The Guide is a robust directory of practical solutions and benefits available to FPA members to help them take their businesses forward. All participating providers are evaluated according to FPA’s professional competence, ethical conduct and quality standards. The collaboration with AdviceIQ will help FPA members promote their brands locally, reinforce client relationships and reach new prospects.

Designed to help investors understand and engage the services of a financial advisor, AdviceIQ features financial advisor profiles, as well as advisor contributed personal finance articles and hyper-local advisor rankings that are syndicated through media partners, including Morningstar, The Online Investor, The Motley Fool, the high net worth sites of Penton Media including National Real Estate Investor, Retail Traffic.

To participate in the directory, FPA members must subscribe to AdviceIQ’s proprietary Regulatory Compliance Review (RCR™), an annual audit of each advisor’s regulatory history, and only those advisors without regulatory infractions are included. FPA members will receive a discounted subscription to undergo the RCR™. Once approved, members on the platform will receive:

  • Daily exposure to local readers of nationally known websites and publications
  • Use of the “AdviceIQ Certified” logo attesting to the advisor’s clean regulatory history
  • Ability to submit articles to the editorial staff of AdviceIQ for syndication through media partners
  • Free print and electronic reprint rights to contributed content
  • Increased search engine optimization results

“Our collaboration with AdviceIQ further strengthens our practice management offerings for our members while also helping consumers realize the benefits of working with highly qualified and ethical financial planners,” said FPA Associate Executive Director and COO Lauren M. Schadle, CAE. “With access to AdviceIQ, FPA members can more effectively market their experience and capabilities to thousands of investors.”

“We’re thrilled that the FPA recognizes AdviceIQ as an innovative and actionable solution to connect advisors with investors,” said Nicholas W. Stuller, CEO and Co-Founder of AdviceIQ. “We provide a powerful point of differentiation for FPA members and all advisors on our platform – they are proven to be trustworthy.”

 

Login