July 16, 2012
--- The Financial Planning Association (FPA) announced it would offer FiPath for
Advisors tools to its members through a strategic collaboration with FiPath. ---
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.
Jay Polansky