“We’ve always seen tremendous value in the financial advisor community, which is why access to complimentary financial planning services has been a member benefit since day one,” he said, adding that it was a natural extension to equip the planning community “with the financial solutions and services their clients can benefit from so that all advisors—regardless of firm size—have access to the tools they need to help their clients achieve financial independence and realize their ambitions.”
With An Eye To Smaller, Newer Firms And Planners, The FPA Partners With SoFi
November 19, 2021
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