Financial Planning Association® and FiPath for Advisors™ Announce Strategic Collaboration

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FiPath to provide educational resources and marketing tools to FPA members

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The Financial Planning Association - (http://www.FPAnet.org) (FPA) and FiPath for Advisors™ (http://www.FiPath.com/Advisors) today announced a strategic collaboration, which will bring FiPath’s educational resources and marketing tools to FPA members.

FPA members will have ready access at a member discount via a special link to receive featured FiPath educational resources and marketing tools designed to help with client acquisition efforts with products and offerings including:

  •     ReferMyAdvisor, 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 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 FPA Executive Director and CEO Marvin W. Tuttle, Jr., CAE. “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.”

“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, CFP®, President and COO of FiPath (http://www.FiPath.com). “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. 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 host a webinar featuring Mr. Velardi at 2:00 PM EDT Wednesday, July 18, about "How financial advisors can build trust, credibility, and deepen client relationships – Online!" Participants will receive one hour of CFP CE credit and for more details and registration information, individuals can visit http://fpanet.inreachce.com/.

About The Financial Planning Association® (FPA®) The Financial Planning Association® (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit http://www.FPAnet.org or call 800.322.4237.

About FiPath for Advisors™
FiPath for Advisors™, a service of FiPath, is the first independent, online marketing solution for financial advisors. FiPath for Advisors offers members access to a range of resources that help them easily connect with potential high quality clients, learn how to use social media to attract new clients, and how to navigate the changing regulatory requirements. The result is a complete client acquisition and service solution for any advisor seeking to enhance their business. For more information or to join FiPath for Advisors visit http://www.fipath.com/advisors.

About FiPath
FiPath is the only independent site that provides free online financial education and collaboration for consumers to take control of their financial future, including unbiased content, easy-to-use analytical tools, peer-to-peer connections, and expert top tier resources like Morningstar, E-Trade, Schwab, and ING. For more information, go to http://www.fipath.com. The FiPath Express Rollover Center™ gives people the ability to quickly and easily sort through multiple rollover options to determine the best match for them.

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CONTACTS

For FPA
Lynn Brackpool
(303) 867-7173
lynn(dot)brackpool(at)fpanet(dot)org

For FiPath
David Andersen
404.514.0424
david(at)fipath(dot)com

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David Andersen
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