Sponsored By:
AUGUST 2015
Your Membership
Advantage
Calling all Financial Professionals!
The Financial Planning Association® (FPA®) has partnered with more than 75 leading practice management and insurance fi rms to provide our members with exclusive discounts, enhancements, and scholarships for our 24,000 fi nancial planning professionals.
Our partners play an integral role in connecting our membership to educational content including research, blogs, industry events, and so much more – and for that we are very grateful. We wanted to take this opportunity to share our heartfelt gratitude for all that our partners do for our membership, and for supporting the future of fi nancial planning.
“The products and services offered through this member-exclusive program can increase the profi tability of your practice, boost productivity, and improve client communication — all essential elements of business growth.” – Jeffrey Hensal, Director of Corporate Relations, FPA
With the help of our partners and our members, we look forward to continued growth and enhancement to our Member Advantage Program, annual conference programming, and everything in between.
Since our last Guide was released, we have added several new partners including Constant Contact, NDEX Systems, and H&R Block (log onto www.OneFPA.org for the most current list of Member Advantages). If you have any questions or feedback regarding partnerships for current of future consideration, please direct your inquiries to MemberServices@OneFPA.org, or contact FPA at 800.322.4237.
Warm regards,
Jessica Sodman Strategic Alliances Corporate Relations Team
Letter from FPA
CHECK OUT OUR NEWEST PARTNERS:
8x8, Inc.
8x8, Inc. has become the industry’s leading provider of unifi ed commu-nications and collaboration services in the cloud for small and medium businesses. FPA members receive discounted VoIP pricing as low as $17.99/line for qualifi ed accounts.
At ActiFi, we’re passionate about providing advisers (and the institutions that work with advisers) solutions that drive growth and create more effective businesses. We do this through unique combinations of coaching/training, process development, and scalable, easy-to-use technology. Members save $100 on ActiFi’s Advisor Success Program Personalized CRM Selection Report.
ADP Payroll Processing
Up to 25% discount off payroll processing for new or existing customers with the #1 payroll provider in the industry. Check out ADP’s Workers’ Compensation program offering members simple, cost effective and convenient solutions to fi t the needs of small businesses.
Advantage Media Group
The Business Growth Publisher™. Advantage helps professionals create, publish, and market a book to grow their business. Requiring less than 24 hours of your time, Advantage produces a book that
rivals publications found at major bookstores. Advantage helps FPA members become the authority, celebrity, and expert.
Advicent Solutions
Advicent Solutions is the leading provider of SaaS technology solutions for the fi nancial services industry. Everything comes back to our core mission—enabling everyone to understand and impact their fi nancial future. The Advicent™ product offering includes the NaviPlan®, Figlo™ and Profi les™ fi nancial planning applications, the Advisor Briefcase® marketing communications tool and the Narrator™ application builder. FPA members save 20% annually.
Advisor Websites
FPA members receive $168/year lifelong discount on a website you’ll love. Award-winning technology and exceptional, unlimited support set Advisor Websites apart. Members with a current website can also receive a free website report card.
Advyzon
Advyzon is an all-inclusive service that helps fi nancial advisers grow their business effi ciently and profi t-ably. Advyzon’s primary components are CRM, portfolio management/ reporting, and planning. We are a deeply experienced team committed to innovation and providing superior value to our clients. FPA members enjoy one month free with annual contract.
American Solutions for Business
Let the ASB team assist you in promoting your brand message more effectively and economically. Save up to 25% on customized marketing solutions – print and promotional products, direct mail campaigns, electronic communications and more – from concept and design to fulfi llment and distribution. Visit OneFPA.org for more details.
Angie’s List
Angie’s List helps facilitate happy transactions between nearly 3 million consumers nationwide and its collec-tion of highly-rated service providers in 720 categories of service, ranging from home improvement to health care. FPA members save 30% on new, annual memberships to Angie’s List.
AnyMeeting
AnyMeeting is an easy-to-use web conferencing tool designed and priced for small businesses. Serving over 750,000 users including thou-sands of fi nancial service profession-als, AnyMeeting meets all your web, video and phone conferencing needs in one simple tool — and starting at only $16.20/month with your FPA discount.
ARAG
Chances are good that you’ll face a legal issue in the coming year. Prob-ably more than one. Now it’s easy to get the professional legal services you need. Enroll to protect yourself from everyday and unexpected legal matters. Receive the low FPA group rate.
AssetMark, Inc. is a leading independent provider of innovative investment and consulting solutions serving financial advisers. The firm provides investment, relationship and practice management solutions that advisers use to help clients achieve their investment objectives and life goals. AssetMark, Inc. and its affiliate, Aris Wealth Services, Inc., have approximately $25 billion in combined assets on their respective platforms and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com and follow AssetMark on Twitter at
www.twitter.com/AssetMark.
Their offering includes a sophisticated wealth management lineup that enables advisers to craft custom-ized solutions to meet a wide range of client needs. They also offer robust client relationship support and back-office administration that reduces operational complexity. Their pioneering practice management support combines leading-edge industry research with real-world expertise and experience.
AssetMark is dedicated to helping advisers achieve financial indepen-dence for their clients. FPA members receive a free consultation.
Avis
Avis Car Rental and its subsidiaries operate one of the world’s best-known car rental brands with ap-proximately 5,450 locations in more than 165 countries. Through Avis
Preferred®, members can skip the lines and paperwork and go straight to your car. With Avis Preferred Select and Go® you can exchange or up-grade your car too. Members receive up to 25% off on Avis rentals.
Bloomberg BNA offers expert software products for tax, accounting, and financial professionals. With category-leading software and top-rated technical support, we are the solution of choice for professional firms and corporations of every size. More than 70,000 customers, including the IRS, depend upon Bloomberg BNA’s software products for the highest degree of tax, regulatory, and compliance expertise available in the market. FPA members save 20% on BNA Income TaxTM Planner Web, our
professional tax planning software.
Boston University
Boston University has over 30 years of experience providing CFP® certification education programs. This online CFP Board-registered curriculum provides a respected credential from Boston University, the rigorous academic foundation needed to advance your financial plan-ning career, and excellent preparation for the CFP® exam. Receive 10% off tuition with FPA membership.
BrightScope Advisor Pages
BrightScope AdviceMatch is your next generation prospecting tool. More than 400,000 investors do their due
diligence on BrightScope each month when selecting their next financial adviser. AdviceMatch connects investors with advisers based on personal needs and preferences. Complete your Advisor Pages profile to start receiving investor matches. FPA members save 15%.
Budget
At Budget, you’ll find the best deals and latest car rental coupons to meet your needs. If you’re looking to get away for the weekend or just need a one-way rental, Budget offers a variety of great discounts when you rent a car. Save up to 25% on car and truck rentals.
Business AdvantEdge
Business AdvantEdge provides FPA members with volume discounts and other valuable benefits from key business suppliers such as ADP, HP, UPS and Grainger. Visit OneFPA.org for full program details.
CalSurance® Associates
CalSurance® has worked with FPA and A-rated carriers to offer registered investment advisers and life insurance agents a competitive Errors and Omissions insurance program. Multiple coverage options and an easy online quote and pur-chase option are available. Sign onto MyFPA.org to access program details and to purchase coverage online.
Citrix ShareFile
ShareFile is a secure enterprise file sync and sharing service that meets the mobility and collaboration needs of users and the data security require-ments of the enterprise. FPA members save 25% on an initial subscription.
CoffeeForLess.com
CoffeeForLess.com is the internet coffee shop for any home, office or restaurant and has established a solid reputation for being the preeminent coffee provider. Members save an additional 8% off already low prices with the FPA coupon code and free shipping on all orders over $45.
College for Financial Planning
The College for Financial Planning is the nation’s leading financial education provider. Founded in 1972, they created the prestigious CFP® certification and have educated over 140,000 professionals. Graduates report increases to earnings, job satisfaction, and client base year after year. Industry benchmark professional designations include the AAMS®, CRPC®, and LUTCF®.
Constant Contact
Constant Contact helps you win more business from existing clients and gain new clients with a fully managed email marketing service. From curating content
and executing campaigns to analyzing and reporting results, your marketing consultant is a virtual member of your team focused on your success. Members receive 20% off the first three months of service.
Cross Country Home Services
The TotalProtect® Enhanced Home Warranty helps protect members from the high costs associated with home repair and replacement
of their major appliances and key internal mechanical systems. Members receive true peace of mind, one-stop shopping, and expert service from a network of over 40,000 pre-screened service professionals.
Cruises Only
Travel broadens our horizons and helps bring us closer to our friends, our families, and loved ones. The memories that result from vacationing sustain us throughout our hectic, fast-paced lives. This is what inspires us to serve you, each and every day. Receive a 110% price match guarantee.
eMoney Advisor
The leading wealth-planning system for financial advisers, eMoney is more than just wealth management software — it’s a better way of doing business. eMoney is the silent partner of over 25,000 of the industry’s top professionals. FPA members receive a 14-day free trial and discounted admission to their Fall summit.
ETF Global®
ETF Global® is a leading provider of data, research, investment decision support applications, proprietary risk analytics and educational offerings for exchange-traded products. The ETFG research platform supports the overall investment process with a variety of strategies and applications to pursue return, manage risk, utilize investment
analysis and generate investment ideas. FPA members receive a three-month free trial with FPA membership. Learn more at MyFPA.org.
Expedia
See National Purchasing Partners on page 13.
FedEx
Did you know FPA members get special discounts on both international and U.S. shipping? Enroll in the FedEx Advantage® pro-gram today and start saving 15-21% on FedEx shipping and business services. Visit OneFPA.org to access the FPA-FedEx password.
fi360
fi360 is the leading global provider for comprehensive fiduciary education and technology solutions for advisers and institutions. FPA members save 10% on fi360’s AIF® training program and their Toolkit for Advisors, which simplifies your ability to meet fiduciary principles, increases reporting capabilities and evaluates investments with the fi360 Fiduciary Score®.
FP Transitions
FP Transitions understands what makes your business unique — and valuable. Our consultants guide advisers using proven strategies to develop succession plans that are designed to realize value for the founder and perpetuate business growth for the next generation of advisers. FPA members receive discounts on valuations and more.
NOT A MEMBER? OR KNOW SOMEONE WHO IS NOT?
Enjoy these discounts by joining FPA today!
THREE WAYS TO JOIN!
Online: www.OneFPA.org
Phone: 800-322-4237 Mail: 7535 E Hampden Ave
Suite 600 Denver, CO 80231
FPA MEMBERSHIP CATEGORIES
1st Year CFP® Professional $199 A CFP® professional who actively practices or supports
financial planning and is in his/her first year of FPA membership.
2nd Year CFP® Professional $299 A CFP® professional who actively practices or supports financial planning and is in his/her second year of FPA membership.
CFP® Professional $399 A CFP® professional who actively practices or supports financial planning and has been a FPA member for three or more years.
Allied Professional Financial Services $299 An individual who is not a CFP® professional but delivers personal financial service(s) to the public and may use the financial planning process in his/her work.
Allied Professional Non-Financial $199 An individual who is not a CFP® professional but who works directly with financial planners to support their practice of financial planning and/or their delivery of financial planning services to the public.
Faculty $149
An academic who teaches full-time in a CFP Board-registered degree program, certificate program or a related finance/business high school or degree program with the ultimate interest of supporting students who wish to pursue financial planning as a career.
CFP® Candidate $149 A candidate for CFP® certification who has passed the CFP Board Certification Exam and is working on the experience requirement. Available until CFP® certification is attained (maximum 3 yrs.).
CFP® Certificate Student $99 An individual enrolled in a CFP Board certificate program with a plan of pursuing a career as a CFP® professional.
Full-time Student $39 An individual enrolled in a full-time graduate or undergraduate finance or business registered or related degree program with a plan of pursuing a financial planning career.
For a full list of member benefits or to join online visit www.OneFPA.org
FPA allocates a portion of your annual dues to supporting our chapters. Your local chapter may also assess additional fees for meetings and other educational programs.
MEMBER PROFILE (please print or attach business card)
Name:
_______________________
Suffix:________
Company:
_________________________________
Title:____________________________________
Street Address:______________________________
City:_____________________
State:_____
Zip:____
Phone:
_____________
Ext:___
Fax:______________
Email:
___________________________________
Date of Birth:_______________________________
DESIGNATIONS (check all that apply)
CFP ChFC CLU CPA PFS CFA JD Other: ________ CFP Board Registration Number: ____________ Cert. Ex. Date _______
PAYMENT DETAILS
Billing Address: same as above? Yes No Street Address: ______________________________ City: _____________________ State:_____ Zip:____
Check (made payable to FPA)
VISA MasterCard American Express Discover
Total Amount: $
__________________________
Cardholder Name:__________________________
Card Number:__________________________
Expiration Date:_______________
CVV:________
Signature:__________________________
Automatic Renewal? Yes No
TERMS AND CONDITIONS
Notice: FPA is required to inform you that $25.47 of your dues applies to a Journal of Financial
Planning subscription. This is not deductible from your dues. Dues, contributions or gifts to FPA are not deductible as charitable contributions for federal income tax purposes, but may be deductible as an ordinary and necessary business expense. However, a portion of the dues is not deductible as an ordinary and necessary business expense to the extent that FPA engages in lobbying. The non-deductible portion of dues related to lobbying is 5.27 percent.
The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, FPA logo and financial planning association. The marks may not be used without written permission from the Financial Planning Association. Copyright 2015
FunJet
With more than 900 destinations in Mexico, Hawaii, the Caribbean, Europe, Asia, and the U.S., your trip will be more enjoyable with FunJet planning it. With your exclusive FPA 5% member discount and “Price Match Plus,” you’re guaranteed to have the most cost effi cient trip, or we’ll match it.
Grainger Facility, Maintenance
Facility, maintenance, and operations products up to 24% off catalog pricing on select products with FREE standard shipping. Hundreds of items with additional discounts including seasonal items and commonly purchased offi ce and break room supplies.
H&R Block Small Business
Using a combination of highly attentive service and user-friendly technology, H&R Block Small Busi-ness provides bookkeeping, payroll, tax and other accounting services. We’re bringing a level of simplicity, responsiveness and quality to accounting that enables companies to focus on their business while we focus on their books.
HP
HP offers you the largest selection of HP & HP Partner products through their Corporate EPP: 8%-20% dis-counts, free shipping, 21-day return policy, supplies loyalty program, expert pre-and-post sales support, plus rotating seasonal promos. Visit OneFPA.org for full program details.
In-a-Bind
FPA rates on custom binders and more. We help you standardize and
systematize the delivery of fi nancial advice to increase profi tability and grow your fi rm. We specialize in helping you integrate all the critical components of your business including systems and operations, technology, practice management and human capital. We provide the training, best-in-class workfl ows and other resources to accomplish this. Mention FPAMDP for a $400 discount on Level 1 or a $200 discount on a Level 2 membership program.
Deborah Fox was featured in FPA’s Journal of Financial Planning in January 2015. Fox Financial Planning Network has partnered with FPA to provide essential practice management content and education to our advisers. Learn more at OneFPA.org.
CONTACT
Info@FoxFinancialPlanningNetwork.com
FPA Health Insurance Marketplace
A multi-level health benefi ts solutions for members and their families in all 50 states. Licensed benefi t coun-selors provide members with a live needs analysis to identify the perfect coverage. In one phone call, you now have the ability to shop, compare and enroll in BOTH government exchange and private health insurance plans.
Throughout our 77-year history, Kaplan has remained student-focused, results-driven, and committed to helping individuals achieve their educational and career goals. We are a leading global provider of fi nancial education solutions and have everything you need to achieve your goals through a variety of convenient, interactive learning options. FPA members save 15% with Kaplan on Insurance Licensing and Continuing Education, Securities Licensing, CFA® exam prep, or CFP® exam study programs.
More than 20,000 CFP® professionals have passed their exam utilizing Kaplan. According to a CFP Board Report, our Online Accelerated Program has performed better than the national pass rate since the November 2006 CFP® exam. Save 15% on our Behavioral Financial Advice program! Kaplan and Think2Perform created this certifi cate program to help train, develop, and improve the moral and emotional competencies necessary to help you and your clients make better decisions throughout the fi nancial planning process. For more information, contact a Kaplan designation specialist at 888.450.4679.
2015 FPA BUSINESS
SUCCESS PARTNER
CLIENT ENGAGEMENT PROGRAM
Would you like to know which of your clients are comfortable providing a referral? Or which clients need a new product like life insurance?
How about which of your clients are at risk? And, how to prevent them from leaving?
The ActiFi Client Engagement Program will give you this and much more! With three ways for you to participate, we give you unique insights into your clients…and make you more money! Learn more >https://www.actifi.com/clientengagement.
FPA MEMBERS HAVE ACCESS TO FREE CRM REPORT
ADDITIONAL TECHNOLOGY REPORTS
Reports will be available on Portfolio Management and Financial Planning tools later in 2015.
Learn more >https://www.actifi.com/advisorsuccess.
Less Effort
success
More Revenue
• Drive Growth through Client Engagement • Optimize Technology Effectiveness
• Increase Revenue • Boost Productivity • Improve Client Service • Systematize Key Business Functions
• Enhance Staff Utilization
FPA members receive free access to ActiFi’s 2015 CRM Software Key Insights Report, plus a $100 discount on personalized CRM Selection Reports created through their innovative online CRM Selection Tool. Save time evaluating CRM systems and receive a personalized recommendation on the CRM systems most suited to your firm.
Learn more > https:www.actifi.com/fpa_crmselection.
RESULTS-ORIENTED SOLUTIONS INCLUDE:
CONTACT US
ActiFi, Inc.
3030 Harbor Lane, Suite 216 Plymouth, MN 55447
info@actifi.com
7 DIGITAL MARKETING OPPORTUNITIES
FOR EVERY FINANCIAL PLANNER
What We Discovered from Coaching Nearly
500 Advisors on Improving Their Digital Brand
By Joe Steuter, Director of Marketing, Peak Advisor Alliance
The high net-worth investor of 2015 is an intriguing prospect. And, with all the chaos and noise of crafting a modern marketing plan, advisors have nowhere to turn for guidance when it comes to leveraging the biggest opportunities in digital marketing. So, here are the seven biggest digital marketing opportunities we’ve found in our own research of nearly 500 advisors as our profession continues to evolve in 2015 and beyond:
MARKETING TALENT
The most powerful and advantageous realization you can have when it comes to building a modern marketing strategy is hiring someone who not only has the skill but also can save you time because of how familiar they are with the new digital environment.
Tip: Go to peakadvisoralliance.com, click Free Tools, and enter the code “talent” to receive our
compli-mentary exercise that will help you determine if you need a marketing generalist or specialist.
If you aren’t sold on this idea, why not hire an intern? Visit MyResources at OneFPA.org to view a Marketing Intern Job Description to get started.
FPA TIP!
DECODING MISCONCEPTIONS IN SOCIAL MEDIA,
VIDEO, AND STORYTELLING
Having a LinkedIn profile isn’t the same as having a company LinkedIn profile. Video doesn’t have to be outrageously expensive. And, contrary to what many believe, revitalizing your content/messaging for digital is a must, not a “nice-to-have.”
Tip: Organize a brain trust of other business owners, meet periodically, get answers to your questions, tell
your unique story, and share what you’re doing to enhance the client experience.
For a deeper dive, check out FPA’s webinar, Social Media Power, presented by Peter Velardi and Ted Jenkins. Visit Virtual Learning on OneFPA.org to access the webinar.
FPA TIP!
SIMPLIFYING SEO
SEO is a leading concern, but ask advisors why, and they have no idea. It’s a universe all too strange for many to understand.
Tip: Start your SEO strategy by answering two simple questions:
1. How are my clients and prospects getting to our website? 2. And what are they looking for once they arrive?
Unlock your website’s potential by visiting FPA’s consultant partner, Advisor Websites at the FPA Annual Conference – BE Boston 2015.
FPA TIP!
Re-inventing your firm by creating a holistic digital presence is never quick and simple. It’s a process that requires time and thought, which is why Peak Advisor Alliance has developed an innovative platform fusing our best practice management resources with a state-of-the-art digital marketing toolset to save you time. Visit peakadvisoralliance.com/programs/digital-fortress/ to learn more about Digital Fortress™ and how our incredibly talented experts work with you to create a memorable digital presence.
WHY DO BUSINESS WITH YOU?
Nearly every advisor we worked with over the past two years didn’t have the answer to this question weaved into the fabric of their online presence.
Tip: Add a “Why Us”/“Why We’re Different” page to your website so you can spell out
your differentiator.
BE PURPOSEFUL IN DESCRIBING YOUR IDEAL CLIENT
No matter how you position your services as an advisor, every marketing plan must begin with one person in mind: your ideal client. In speaking with large and small offices over the past two years, one realization has become evident: advisors with a niche (or without one) didn’t have messaging focused on describing their ideal client.
Tip: Develop a client Bill of Rights document clearly stating what your firm looks for in an A+
client and what your clients receive in return.
Advantage Media Group shares a complimentary book, 11 Ways Financial Advisors
Attract Their Ideal Clients with a Book. FPA members can get a free copy!
FPA TIP!
LEAD GENERATION: THE BIGGEST DRIVER BEHIND
REVAMPING A DIGITAL PRESENCE
We all know prospecting is essential to any advisor’s growth, but the amount of advisors coming to us to revamp their digital presence comes down to one universal need: more qualified investors to speak with.
Tip: Add more calls-to-action to your website directing visitors what to do next.
Learn more in FPA’s November 2014 Journal of Financial Planning article, Merging Digital and Traditional Lead Generation Strategies.
FPA TIP!
ANALYTICS
Advisors get so caught up in the excitement of building a new website they often forget what needs to happen next to keep their site fresh.
Tip: Sign up for Google Analytics (free) and begin monitoring metrics like page views, time spent
on your site per user, and what devices are being used most often. These KPIs will immediately give you insight so you can see where improvements need to be made.
Visit FPA’s Practice Management Blog article, Identifying Advice Is Powerful
Differentiation, to spark ideas about your differentiator.
FPA TIP!
Above and beyond your website analytics, don’t forget metrics behind your email mar-keting as well. Visit FPA’s Practice Management Blog article, Email Prospecting: 4 Tips
to Make the Most of 2.7 Seconds, to learn more!
FPA TIP!
Keir Educational Resources
Keir provides the best exam preparation for FINRA licenses, fi nancial designations or certifi cations such as CFP® certifi cation. Our goal is to get you through your exams quickly and effi ciently, helping you grow your career without disrupting it. FPA members receive a 20% discount. Ask about FPA scholarships.
Legal Zoom
See National Purchasing Partners on page 13.
Less Annoying CRM
Less Annoying CRM is customer relationship management software designed specifi cally for small businesses. The software focuses on simplicity and ease-of-use so that fi nancial planners can easily manage their contacts, daily tasks, leads, and more in a single web-based system. Just $10 per user/month with a special trial for FPA members.
Liberty Publishing
Continuously reaching out to clients, prospects, and centers of infl uence is an essential practice that every fi nancial professional should be implementing. Our newsletters, brochures, and other marketing tools make your communications job a whole lot easier. Members receive reduced pricing and complimentary company branding.
Life Line Screening
Our mission is to provide communi-ty-level access to preventive health-care with easy-to-understand test re-sults to share with your doctor. Based on your risk factors such as family
history, age, or pre-existing health con-ditions, we will help you identify medical screenings right for you. FPA members receive special rates and will be notifi ed of screenings in your metro area.
LifeLock
LifeLock® identity theft protection provides you with more protection than credit monitoring, and watches out for you in ways banks and credit card companies just can’t. It’s proactive and professional identity theft protection for today’s always-connected world. Become a LifeLock member today. FPA members receive a free 30 day trial and 10% off.
Live Oak Bank
Live Oak Bank specializes in lending to independent investment advisors nationwide, helping them build their value. Our extensive fi nancing options available can help fund mergers and acquisitions, succession, expansion and recruiting, working capital, loan payoff, transitions, commercial real estate and other business fi nancing needs. Contact our team for more information: liveoakbank.com/ia.
A Markel Specialty program
Offers minimum 5% discount on E&O Insurance for RIAs and fi nancial planners. For over 25 years, Markel has established a strong reputation as a result of its industry expertise, stable premiums, and excellent claims management services. Specializing in policy customization and risk mitigation strategies. New optional coverage for cyber liability available.
FPA has partnered with several divisions of MetLife to provide FPA members with discounted and com-prehensive access to the services they need. From auto and home insurance, to a prescription discount program, to online risk management services, we’ve got you covered. Receive FPA group rates on auto and home, a free prescription discount program and 15% off MetLife Defender.
Members of FPA have access to an innovative service designed to protect your personal information online — MetLife Defender. Using proprietary technology, it goes beyond conventional credit monitoring to provide comprehensive and effective personal identity protection. To learn more about how you can sign up today, and save with a special 15% discount, log on to OneFPA.org.
MetLife Defender services are provided by a third-party not affi liated with MetLife, by agreement with MetLife Consumer Services, Inc. MetLife Defender is not insurance. MetLife Defender services are subject to the terms and conditions of the MetLife Defender Service End User Agreement.
© 2015 MetLife, Inc. L0315414984[exp0317] [All States][DC]
Money Tree Software
Our customers value the accuracy and control they get with Easy Money Power Planner, the detailed cash fl ow reporting with tax implications and sources of funds from Golden Years Cash Flow, and the ease with which they can do planning scenarios and “What If” plans with Silver Financial Planner. All FPA members receive a 20% discount.
© 2015 C onstant C ontact, Inc. 15-0 25 7
Get online marketing that won’t
take you away from your business.
FPA members save
Get 20% of your first three months of Constant Contact for Financial Professionals.
Don’t let your marketing efforts fall behind while you’re busy serving your clients. Get Constant Contact for Financial Professionals and have us get your online marketing campaigns out quickly, professionally, and compliantly.
You’ll work with a dedicated expert in the financial services industry who creates your campaigns, knows your goals and is committed to your business’ success. Plus you can:
And our performance numbers are impressive too. Email marketing campaigns created by Constant Contact’s experts have seen a 52% increase in open rates and 53% increase in clickthroughs.
Get a custom mobile-friendly email template that reflects your brand Send two or more campaigns a month
Get automated, compliant archiving
Adjust your marketing strategy based on reporting and analysis
premier
Powered by Gallagher MGAThe National Association of Professional Agents (NAPA) has been a trusted insurance and benefits provider in the financial services industry since 1989. We are proud to formally introduce our NAPA Premier brand to FPA members. NAPA Premier, is administered by Gallagher MGA and provides out-standing E&O coverage, unparalleled industry experience and competitively priced E&O options to Registered Investment Advisers, Registered Representatives and Life Agents. NAPA Premier can deliver insurance solutions to firms of all sizes. MGP’s unique ability is to make
sophisticated, goal-based planning fast and easy. We believe every investor needs and deserves a high-quality financial plan and that every adviser should have the means to provide it. Because MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning ex-perience for every client. For college, retirement, estate and Social Security planning, asset allocation and insur-ance needs analysis, tech integration and account aggregation. Receive flat FPA pricing of $995/year.
Contact
1-800-841-5312 www.moneyguidepro.com
Our individual RIA coverage starts at only $1,165. With multiple plans and limit options, easy online enrollment with an instant certificate, and flexible payment terms, NAPA Premier offers preferred pricing for FPA members and has the right coverage to fit your E&O needs. Coverage is written through an “A+ XV (Superior)” carrier and our fully licensed customer care center is standing by to answer any questions that you may have. Contact
800-593-7657
www.napa-benefits.org/np
Less Annoying CRM
Simple Customer Relationship Management for Financial Planners
Less Annoying CRM focuses on simplicity and ease-of-use so that financial planners can easily manage their clients, daily tasks, leads, and more in a single web-based system.
Just $10 per user per month
No setup fees or hidden charges
Custom template for Financial Planners included
FPA members receive a full-version 60-day trial
National Purchasing Partners
National Purchasing Partners is a nationwide Group Purchasing Organization (GPO) with multiple contracts to help companies reduce their cost and improve their margin. As an FPA member you can now access cost savings with companies such as Verizon, Expedia, Staples, Legal Zoom and Level 3 through NPP.
NerdWallet
NerdWallet’s Ask an Advisor platform provides FPA members with an opportunity to easily expand their online presence by demonstrating their expertise on the needs of their target clients. Adviser content is distributed to NerdWallet’s over 3 million monthly users and featured in national publications ranging from USA Today to the WSJ.
Office Depot/Office Max
Office Depot and Office Max bring FPA members significant savings via the FPA portal. Members save up to 80% off products in-store and online, and always receive free shipping for orders over $50. Register online and see what you could be saving. Visit OneFPA.org to access FPA rates on office supplies through Office Depot/Office Max.
Orlando Vacation
Save up to 35% off your next vacation to Orlando as a member of FPA. Discounts include Disney World tickets and vacation pack-ages, Universal Studio, Sea World, Discovery Bay, Aquatica and more! Receive a free 75-page Disney World Guide ($35.00 value) for
Ndex Systems Inc. is a leading provider of portfolio management software. With our single web-access wealth management platform, we service over 250 firms, representing 10 million accounts with over $100 billion in assets. Our innovative con-solidation features allow you to see a client’s entire financial picture under one easy to navigate dashboard. Robust reporting and comprehensive analytical tools empower you to max-imize your efficiency and enhance your client’s experience. Streamline
your business with fully integrated tools including CRM, compliance, billing, and securities management, all the while giving your clients superior service with branded direct online access to their accounts. Our system permits direct feeds from over 100 different custodians, web- portal importing from 500+ financial institutions and digitizing of paper statements. We help you distinguish yourself from the competition, making us the solution of choice for wealth managers & RIAs. FPA members benefit from a 22.5% discount. CONTACT
Laurent Bensemana at larrybens@ndexsystems.com or (514) 288-0908 ext: 202.
Pathfinder Strategic Solutions is an independent consulting and coach-ing firm based in Knoxville and New York. We are dedicated to helping financial planners and advisers man-age and grow strong businesses by starting with their own vision of their ideal practice. Our team’s carefully developed programs and services offer expertise to firms supporting and wishing to attract and retain high-quality advisers and staff. Members receive up to $250 off PathfinderAdvisor, our practice
management resource center with hundreds of fully customizable templates, checklists, letters, scripts and samples.
Pathfinder Strategic Solutions is a 2015 FPA Business Success Partner. We have partnered with FPA to provide essential practice management content and education to FPA planners and advisers. Learn more at OneFPA.org. CONTACT
Info@PathfinderStrategicSolutions.com for a free 30-minute consultation.
PlanPlus
With PlanPlus Planit, individual advisers and fi rms have a broad selection of tools that give them what they need to accurately and effi ciently answer their clients’ most pressing questions. FPA members save 20% on PlanPlus Planit fi nancial planning tools.
Plum Benefi ts
Bigger, better…and serious about fun! Now you have access to the leading travel and entertainment corporate benefi ts program in the world, Plum Benefi ts powered by TicketsatWork. FPA members can save up to 60% on over 80,000 Broadway shows, themeparks, movies, sports events, attractions and hotels.
©2015 Live Oak Banking Company. All rights reserved. Member FDIC
liveoakbank.com/advisor
When you’ve identified your successor,
we’ll handle the financing.
You grew your firm, you’re ready to move on. Let us be your lending solution. Contact our lending
team at 877.890.5867 to learn more. Based in Omaha, Nebraska, Peak
Advisor Alliance is the country’s leading fi nancial adviser coaching and resources program with more than 1,000 members who collec-tively advise over $100 billion in assets. Based on the experience of Barron’s Hall of Fame Top 10 adviser, Ron Carson, Peak Advisor Alliance helps fi nancial advisers build more profi table businesses, provide better client service, and live a principled and fulfi lled life.
Peak Advisor Alliance members receive one-on-one and group coaching support, various resources, strategies, systems, and tools, and an unparalleled peer network. FPA members also receive a $250 discount.
Peak Advisor Alliance is a 2015 FPA Business Success Partner. They have partnered with FPA to provide essential practice management content and education to our advisers. Learn more at OneFPA.org. CONTACT
800-514-9116
Licensed to do business in all 50 states, Ryan Insurance Strategy Consultants is an independent insurance brokerage firm specializing in life, disability and long-term care insurance advice and implementation for financial advisers and their clients. RISC works exclusively with
financial advisers to help them analyze insurance needs. We are also a disability plan administrator for several large financial services associations. Through us, FPA members have access to the best group voluntary long-term disability coverage in the industry, as well as an excellent term life program. For more information:
Email: info@Ryan-Insurance.net Phone: 800-796-0909
Protected Tomorrows
Protected Tomorrows is an advocacy firm that enhances the lives of people with special needs by pro-viding training programs to profes-sionals who work with families with disabilities. Protected Tomorrows helps financial professionals manage business risks, grow their practice and deepen relationships with clients who have a loved one with disabilities.
Relationship Science
RelSci, created by Capital IQ’s founder, provides financial institutions like FPA with deep information about people you know and target, who can make a warm introduction, and business alerts on your relationships and industries. FPA members will receive one additional month free on a twelve month subscription.
RIA In A Box
RIA in a Box® is a leading provider of registration and compliance services to RIAs. Over 2,000 advisers have trusted us. The ongoing compliance service includes access to former regulators and compliance software. FPA members receive one free month of ongoing compliance service with the purchase of a year subscription.
RIA Match
For succession planning growth and NextGen recruiting. Search for free; pay to connect anonymously! Buy, sell, merge, join, add. Receive one free month plus 20% off either monthly plan. More than 2,000 subscribers from 45 states who manage over $250 billion in AUM.
RightSignature
RightSignature is the simplest, most efficient way to get your documents signed. RightSignature enables you to streamline your client onboard-ing process, reduce paper and ink expenses, avoid fax hassles, cut document return time from weeks to hours, and provide a superior client experience. Members save 20% on e-sign packages.
Riskalyze
Show prospects they’re invested wrong and prove to clients they’re invested right. Riskalyze enables advisers to pinpoint an investor’s Risk Number and build a portfolio that contains just the right amount of risk. FPA members receive a flat rate of $99 per month pricing.
Veterinary Pet Insurance
Veterinary Pet Insurance® provides affordable pet health coverage from preventive care to significant medical incidents. FPA members are eligible for a 5% discount (or more for multiple pets) which makes this peace-of-mind protection even more affordable. Find out why VPI is the #1 choice in America for pet insurance.
Wine Country Gift Baskets
Save 10% on all orders plus free personalized ribbon.
Wyndham
Wyndham Hotel Group is the world’s largest and most diverse hotel com-pany, encompassing approximately 7,200 hotels and more than 600,000 rooms in 66 countries under fifteen hotel brands. FPA members receive up to 25% off the best available rate.
Be sure to check
back throughout
the year for updated
information
in the following
Journal of Financial
Planning issues:
November 2015
February 2016
May 2016
August 2016
Visit OneFPA.org
Seasons of Advice®,
Client Servicing Model
FPA members have access to a premium client service and practice management model designed to impress your clients. Based on neuro-economics, this proven model will help you streamline workflow and help your clients make smarter financial decisions. Members receive flat FPA pricing of $200/mo. the first year, and $149/mo. thereafter.
Staples
See National Purchasing Partners on page 13.
SunGard
SunGard’s solutions help advisers create agile growth through innovative technologies, efficiency and enhanced service. The comprehensive suite includes WealthStation Financial Planning and AllocationMaster, and tools like CompAct, which allows advisers to produce holistic plans quickly and interactively. Try a 30-day free trial and receive 20% off WealthStation access.
UPS
Up to 28% off shipping services, including Next Day Air® and Worldwide Express Export. Up to 21% off 2nd Day Air®, and up to 5% off UPS Standard to Canada, and 10% off UPS International Import.
Verizon
See National Purchasing Partners on page13.
Get Personal Advice to
Grow Your Business
Access known business coaches to help learn key strategies to make your business more productive,
profitable and successful.
REGISTER ONLINE AT FPA-BE.org/register
Save time?
Save money?
Stand out?
Grow business?
Professional Development & TrainingInvestment & Client Management Technology
Strategic Growth Support
Fiduciary Assessments
Whether you’re trying to navigate an
increasingly complicated regulatory landscape
or trying to improve your practice efficiency
and effectiveness, fi360 has the training,
technology, and resources you need to
successfully grow your business while serving
your clients’ best interests.
What is Advyzon?
Advyzon is an all-inclusive, scalable, cloud-based service that helps financial advisors grow their business efficiently and profitably. Founded in 2012, with a focus on ease of use and user experience, Advyzon includes client relationship management (CRM), portfolio management & performance reporting, investment/portfolio monitoring, financial
planning, and business intelligence.
Our team has decades of experience serving financial advisors. We are committed to continuously innovating and providing superior value to our clients.
Why Advyzon?
You have a lot of choices when it comes to the technology you rely on to run your practice. Too many, in fact. We think that most firms would prefer a single technology provider, as long as your capability needs are met. At Advyzon, we have over a decade of hindsight working in our favor.
We know the core needs of an advisory firm and have included them on our platform.
Our goal is to provide you the tools you need so you can finally put an end to trying to manage multiple technology solutions and vendors. Free up your time to focus on your client relationships and your investment portfolios. You want a provider who is a partner to you in your daily practice and can grow with your growing business.
Financial Planning CRM Portfolio Management Performance Reporting Advisor Custodian Business Intelligence
