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Products July 16, 2012
Financial Planning Association to Offer FiPath Tools
The Financial Planning Association (FPA) announced it would offer FiPath for
Advisors tools to its members through a strategic collaboration with FiPath.
Reported by Jay Polansky
FPA members will have ready access at a member discount via a special link to access ReferMyAdvisor, an automated online referral product; a member-match program to connect advisers with potential clients; a webinar platform for FPA members to learn and connect with peers; collaborative interactive online forums to share expertise; and opportunities for content contribution, exchange and visibility.
“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,” said Marvin W. Tuttle, Jr., executive director and chief executive of the FPA. “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.”
The Financial Planning Association is the largest membership organization for personal financial planning experts in the U.S.