The Financial Planning Association and FiPath for Advisors this week announced a strategic partnership that will allow FPA members to access a variety of online marketing and educational tools.
Members will now be able to access a special FiPath for Advisors link to receive featured marketing tools designed to help advisors attract and retain investment clients. The tools that will now be available at a discount include:
-- ReferMyAdvisors, a fully automated online referral product.
-- A member-match program to connect advisors with quality potential clients.
-- A webinar platform for FPA members to learn from and connect with industry peers.
-- Collaborative online forums to share expertise and content.
“We're thrilled to work with a professional organization like FPA that ‘walks the talk’ when it comes to supporting their members with programs, initiatives, tools and resources that will better ensure their individual successes,” said Peter Velardi, President and COO of FiPath, in a statement.
“In this age of social media, our programs meet every test for compliance at a time when modern mediums like LinkedIn, Facebook, and Twitter are the rage,” he added. “Many financial planners are anxious to utilize these channels, but don’t know how or where to start. This collaboration will allow us to lead FPA members on a path to success by maximizing their online potential.”
FPA will also host a webinar focusing on how advisors can build trust, credibility and deepen client relationships on Wednesday, July 18 at 2 p.m. ET. Participants will receive one hour of CFP CE credit and FPA Members can receive their discount via a special promo code available here.
“FPA puts a priority focus on practice management for our members and we are pleased to provide them with even more ways to enhance client acquisition and evolve their business,” FPA CEO Marvin W. Tuttle Jr. said. “FiPath’s suite of resources is perfectly designed to give our members much-needed tools to better serve the changing needs of today’s clients.”
Larry Barrett writes for Financial Planning.