The Financial Planning Association is teaming up with resource and service providers AnyMeeting, Liberty Publishing and RIA Match to help financial planners strengthen their professional and practice development, FPA officials announced today.
The benefits will be featured in the FPA Practitioner Resource Guide, a new directory of services for FPA members.
FPA members will gain access to the following services at a discounted rate:
Virtual Meeting by AnyMeeting: FPA members will be able to integrate co-branded Web conferencing tools to showcase their business and solutions to potential and existing clients. FPA Virtual Meeting features include video conferencing, conference calling, built-in VoIP, screen sharing and application sharing and recording.
Client Connect by Liberty Publishing: FPA members can use a variety of financial libraries and functions to launch personalized e-mail marketing campaigns.
Practice Match by RIA Match: This is a matching system for FPA members to partner or further their succession plan, anonymously and securely.