Your Membership Advantage
Transcription
Your Membership Advantage
NOVEMBER 2015 Your Membership Advantage Sponsored By: As of 10.1.15 Letter from FPA Dear FPA members and colleagues, As you know, the combined clout of the more than 24,000 financial planning professionals who are members of the Financial Planning Association® (FPA®) is a force to be reckoned with. As a result, members enjoy increased benefits, magnified discounts and special offers from top-rated practice management, education and insurance firms. Individual FPA members have access to resources that can save them thousands! MEMBER ADVANTAGE PROGRAM MEMBER DEAL PUBLIC RATE1 FPA RATE1 THREE-YEAR MEMBER SAVINGS2 Financial Planning Software 20-35% off major brands $1,295 $995 $900 Risk Technology Flat FPA enterprise rates $129/month $99/month $1,080 Phone, VoIP Service 15% off $29.95/month $25.45/month $162 CFP Certification & Exam 15-20% off, plus special rate on CFP exam $4,500 $2,000 $2,500 ETF Research 6 months free, then 50% off enterprise rate $480 $90 first year, $180 thereafter $990 Voluntary Group Long-Term Disability Up to $12,000 in monthly coverage, guaranteed issue, FPA group rates $600/month3 $225/month $13,500 Total Potential Savings for FPA Members: $19,132 Rates are based upon average FPA member and licensing data for one adviser with <5 employees. Annualized over a three-year period, does not take into account membership type or dues, as that will vary. 3 Monthly premium for guaranteed renewable individual policy issued by Standard Insurance Co. with comparable benefits to the FPA group LTD policy. 1 2 Not only do members save real money, they also save time and gain FREE expert advice from our leading industry consultants, such as Peak Advisor Alliance, and thought leaders like Maggie Crowley, Aaron Klein, and Oleg Tishkevich. Since our last Guide was released, we have added several new partners, including professional education firms like AI Insight and Dalton Education, and leading practice management and technology firms including ComplianceDashboard, Jive, and Right Capital (log onto www.OneFPA.org for the most current list of Member Advantage Partners). If you have any questions or feedback regarding partnerships for current or future consideration, please direct your inquiries to MemberServices@OneFPA.org, or contact FPA at 800.322.4237. Happy Planning! Jessica Sodman Strategic Alliances Corporate Relations Team OneFPA.org November 2015 | Your Membership Advantage 1 8x8, Inc. Discounted VoIP pricing for qualified accounts. ActiFi Save $100 on ActiFi’s Advisor Success Program Personalized CRM Selection Report. ADP Payroll Processing Save 25% with the #1 payroll provider in the country. The Business Growth Publisher™. Advantage helps professionals create, publish, and market a book to grow their business. Requiring less than 24 hours of your time, Advantage produces a book that rivals publications found at major bookstores. Advantage helps FPA members become the authority, celebrity, and expert. Advicent Solutions Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry. Everything comes back to our core mission—enabling everyone to understand and impact their financial future. The Advicent™ product offering includes the NaviPlan®, Figlo™ and Profiles™ financial planning applications, the Advisor Briefcase® marketing communications tool and the Narrator™ application builder. FPA members save 20% annually. 2 Your Membership Advantage | Advisor Websites ARAG BrightScope Advisor Pages FPA members save $900+/year on a compliant, results-driven website when you sign up with Advisor Websites. Work with an awardwinning team of experts to create a compliant website that helps your financial practice grow and makes you look great online. Protect yourself from unexpected legal matters. BrightScope AdviceMatch is your next generation prospecting tool. More than 400,000 investors do their due diligence on BrightScope each month when selecting their next financial adviser. AdviceMatch connects investors with advisers based on personal needs and preferences. Complete your Advisor Pages profile to start receiving investor matches. FPA members save 15%. Avis Up to 25% off Avis rentals. Advyzon Advyzon is an all-inclusive service that helps financial advisers grow their business efficiently and profitably. Advyzon’s primary components are CRM, portfolio management/reporting, and planning. We are a deeply experienced team committed to innovation and providing superior value to our clients. FPA members enjoy one month free with annual contract. Al Insight If you’re looking for product-specific Alternative Investment research, education, compliance documentation and the tools to help increase product sales, learn more about AI Insight today! Access hardto-find information on alternative investments and complex products, due diligence support, PPM- and prospectus-based training, CE and firm element courses and more! American Solutions for Business Save up to 25% on customized marketing solutions. Angie’s List Save 30% on new, annual memberships. Bloomberg BNA offers expert software products for tax, accounting, and financial professionals. With category-leading software and top-rated technical support, we are the solution of choice for professional firms and corporations of every size. More than 70,000 customers, including the IRS, depend upon Bloomberg BNA’s software products for the highest degree of tax, regulatory, and compliance expertise available in the market. FPA members save 20% on BNA Income TaxTM Planner Web, our professional tax planning software. Boston Coffee Cake Reasons to send BCC client thank you gifts: •America’s favorite gourmet gifts. •Gifts to fit every budget and taste. •Over 20 years experience working with corporate clients. •Special FPA member 20% discount. Use code FPA. •Gifts shipped anywhere in the US. •Let us do the work, you take the credit! Boston University Receive 10% off online program tuition. November 2015 OneFPA.org Budget Up to 25% off car and truck rentals. Business AdvantEdge Volume discounts from key business suppliers. Compliancedashboard Customized compliance tool for benefit plans. Constant Contact Constant Contact helps you win more business from existing clients and gain new clients with a fully managed email marketing service. From curating content and executing campaigns to analyzing and reporting results, your marketing consultant is a virtual member of your team focused on your success. Members receive 20% off the first three months of service. Cruises Only CalSurance® Associates Competitive E&O insurance program from A-rated carriers. CoffeeForLess.com CoffeeForLess.com is the internet coffee shop for any home, office or restaurant and has established a solid reputation for being the preeminent coffee provider. Members save an additional 8% off already low prices with the FPA coupon code and free shipping on all orders over $45. Vacation well - 110% price match guarantee. Dalton Education Savings on education and review programs. ETF Global® Receive a six month free trial. OneFPA.org 2015 FPA BUSINESS SUCCESS PARTNER We help you standardize and systematize the delivery of financial advice to increase profitability and grow your firm. We specialize in helping you integrate all the critical components of your business including systems and operations, technology, practice management and human capital. We provide the training, best-in-class workflows and other resources to accomplish this. Mention FPAMDP for a $400 discount on Level 1 or a $200 discount on a Level 2 membership program. Expedia See National Purchasing Partners on page 6. College for Financial Planning The College for Financial Planning is the nation’s leading financial education provider. Founded in 1972, they created the prestigious CFP® certification and have educated over 140,000 professionals. Graduates report increases to earnings, job satisfaction, and client base year after year. Industry benchmark for advisers and institutions. FPA members save 10% on fi360’s AIF® training program and their Toolkit for Advisors, which simplifies your ability to meet fiduciary principles, increases reporting capabilities and evaluates investments with the fi360 Fiduciary Score®. professional designations include the AAMS®, CRPC®, and LUTCF®. FedEx Save 15-21% on domestic and international shipping. Deborah Fox was featured in FPA’s Journal of Financial Planning in January 2015. Fox Financial Planning Network has partnered with FPA to provide essential practice management content and education to our advisers. Learn more at OneFPA.org. fi360 fi360 is the leading global provider for comprehensive fiduciary education and technology solutions CONTACT Info@FoxFinancialPlanningNetwork.com November 2015 | Your Membership Advantage 3 FP Transitions Keir Educational Resources Less Annoying CRM FP Transitions understands what makes your business unique — and valuable. Our consultants guide advisers using proven strategies to develop succession plans that are designed to realize value for the founder and perpetuate business growth for the next generation of advisers. FPA members receive discounts on valuations and more. Keir provides the best exam preparation for FINRA licenses, financial designations or certifications such as CFP® certification. Our goal is to get you through your exams quickly and efficiently, helping you grow your career without disrupting it. FPA members receive a 20% discount. Ask about FPA scholarships. Only $10/user/month and extended free trial. FPA Health Insurance Marketplace Legal Zoom Shop and compare HMO/PPO plans in all 50 states. Enhance your professional knowledge, grow your business, advocate for your profession and connect with your peers. FPA has everything you need to succeed. Life Line Screening Preventative health screenings. Exclusive member pricing. FPA IS YOUR ONE CONNECTION™ TO LifeLock Free 30 day trial and 10% off. See National Purchasing Partners on page 6. AWARD-WINNING JOURNAL FunJet PROFESSIONAL MEMBERS $ 5% discount and “Price Match Plus”. Grainger Facility, Maintenance Up to 24% off select products plus free shipping. H&R Block Small Business Using a combination of highly attentive service and user-friendly technology, H&R Block Small Business provides bookkeeping, payroll, tax and other accounting services. We’re bringing a level of simplicity, responsiveness and quality to accounting that enables companies to focus on their business while we focus on their books. HP 8-20% off, free shipping, 21-day return policy and more. Jive Communications Throughout our 77-year history, Kaplan has remained studentfocused, results-driven, and committed to helping individuals achieve their educational and career goals. We are a leading global provider of financial education solutions and have everything you need to achieve your goals through a variety of convenient, interactive learning options. FPA members save 15% with Kaplan on Insurance Licensing and Continuing Education, Securities Licensing, CFA® exam prep, or CFP® exam study programs. More than 20,000 CFP® professionals have passed their exam utilizing Kaplan. According to a CFP Board Report, our Online Accelerated Program has performed better than the national pass rate since the November 2006 CFP® exam. Save 15% on our Behavioral Financial Advice program! Kaplan and Think2Perform created this certificate program to help train, develop, and improve the moral and emotional competencies necessary to help you and your clients make better decisions throughout the financial planning process. For more information, contact a Kaplan designation specialist at 888.450.4679. FPA members save 15%-20%. 4 Your Membership Advantage | 24,000+ OF FINANCIAL PLANNING® November 2015 OneFPA.org UNLIMITED SAVINGS THROUGH THE MEMBER ADVANTAGE NETWORKING OPPORTUNITIES FPA LinkedIn Group Face to Face Events & Training Twitter & Facebook Communities FPA Connect™ Online Community PROGRAM CUTTING EDGE PROFESSIONAL DEVELOPMENT THROUGH FPA EVENTS, CONFERENCES & WEBINARS HARNESS THE COLLECTIVE WISDOM OF CFP® PROFESSIONALS THROUGH FPA 93 LOCAL CHAPTERS KNOWLEDGE CIRCLES Welcome to YOUR professional home. MAKE THE MOST OF YOUR MEMBERSHIP & VIEW ALL BENEFITS AT ONEFPA.ORG/MEMBERSHIP/BENEFITS OneFPA.org November 2015 | Your Membership Advantage 5 Savings on auto and home insurance! Live Oak Bank specializes in lending to independent investment advisers nationwide, helping them build their value. Our extensive financing options available can help fund mergers and acquisitions, succession, expansion and recruiting, working capital, loan payoff, transitions, commercial real estate and other business financing needs. Contact our team for more information: liveoakbank.com/ia A Markel Specialty program Offers minimum 5% discount on E&O Insurance for RIAs and financial planners. For over 25 years, Markel has established a strong reputation as a result of its industry expertise, stable premiums, and excellent claims management services. Specializing in policy customization and risk mitigation strategies. New optional coverage for cyber liability available. 6 Your Membership Advantage | As a member of the Financial Planning Association, we are pleased to offer you access to special savings and benefits through MetLife Auto & Home’s group insurance program: •Member discount of up to 15% •Length of membership discount of up to 20% •Extra savings with automatic payment options Call 1-877-491-5089 or visit www.myahprogram.com/fpa. MetLife Auto & Home® is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Economy Preferred Insurance Company Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company, Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company, and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices in Warwick, RI. Coverage, rates, and discounts are available in most states to those who qualify. MGP’s unique ability is to make sophisticated, goal-based planning fast and easy. We believe every investor needs and deserves a high-quality financial plan and that every adviser should have the means to provide it. Because MGP is smart, easy-to-use and adaptable, you can now provide a profitable planning experience for every client. For college, retirement, estate and Social Security planning, asset allocation and insurance needs analysis, tech integration and account aggregation. Receive flat FPA pricing of $995/year. Contact 1-800-841-5312 www.moneyguidepro.com National Purchasing Partners © 2015 MetLife Auto & Home L0615426661[exp0518][All States][DC] National Purchasing Partners is a nationwide Group Purchasing Organization (GPO) with multiple contracts to help companies reduce their cost and improve their margins. As an FPA member you can now access cost savings with companies such as Verizon, Expedia, Staples, Legal Zoom and Level 3 through NPP. Money Tree Software NerdWallet Our customers value the accuracy and control they get with Easy Money Power Planner, the detailed cash flow reporting with tax implications and sources of funds from Golden Years Cash Flow, and the ease with which they can do planning scenarios and “What If” plans with Silver Financial Planner. All FPA members receive a 20% discount. NerdWallet’s Ask an Advisor platform provides FPA members with an opportunity to easily expand their online presence by demonstrating their expertise on the needs of their target clients. Adviser content is distributed to NerdWallet’s over 3 million monthly users and featured in national publications like USA Today. Visit OneFPA.org to learn more. November 2015 OneFPA.org premier Powered by Gallagher MGA The National Association of Professional Agents (NAPA) has been a trusted insurance and benefits provider in the financial services industry since 1989. We are proud to formally introduce our NAPA Premier brand to FPA members. NAPA Premier is administered by Gallagher MGA and provides outstanding E&O coverage, unparalleled industry experience and competitively priced E&O options to Registered Investment Advisers, Registered Representatives and Life Agents. NAPA Premier can deliver insurance solutions to firms of all sizes. Ndex Systems Inc. is a leading provider of portfolio management software. With our single webaccess wealth management platform, we service over 250 firms, representing 10 million accounts with over $100 billion in assets. Our innovative consolidation features allow you to see a client’s entire financial picture under one easy to navigate dashboard. Robust reporting and comprehensive analytical tools empower you to maximize your efficiency and enhance your client’s experience. Streamline your business with fully integrated tools including CRM, compliance, billing, and securities management, all the while giving your clients superior service with branded direct online access to their accounts. Our system permits direct feeds from over 100 different custodians, web-portal importing from 500+ financial institutions and digitizing of paper statements. We help you distinguish yourself from the competition, making us the solution of choice for wealth managers and RIAs. FPA members benefit from a 22.5% discount. CONTACT Laurent Bensemana at larrybens@ndexsystems.com or (514) 288-0908 ext: 202 Our individual RIA coverage starts at only $777. With multiple plans and limit options, easy online enrollment with an instant certificate, and flexible payment terms, NAPA Premier offers preferred pricing for FPA members and has the right coverage to fit your E&O needs. Coverage is written through an “A+ XV (Superior)” carrier and our fully licensed customer care center is standing by to answer any questions that you may have. Contact 800-593-7657 www.napa-benefits.org/np Office Depot/Office Max Save up to 80%. OneFPA.org November 2015 | Your Membership Advantage 7 SIX-STEP ROADMAP TO A SUCCESSFUL 2016 Think about the support structure you have in place to deliver that client experience. With the clock ticking down on 2015, it’s time to take a quick look back…and then ahead. How would you describe your business results over this past year? Better than you expected? Pretty much what you thought? Or, are you a little disappointed? Do you have the appropriate people, processes and technology, and are they functioning well? If not, write down what you want to do to improve your team structure, policies and procedures, technology, and other resources. FPA Capitalize on any holiday downtime by purchasing a bundled package of TIP! FPA Retreat 2015 sessions. This conference was focused on client engagement, internal culture and structure, learning theories, and behavioral sciences. Have you delivered a great experience to your clients? Is your practice functioning well, with just the right people onboard? Have you experienced the growth you hoped to achieve? Finally, what are your plans to get off to a strong start in 2016? Sometimes, financial planners can be so focused on planning for their clients’ future, that they neglect making the time to plan for their own! Think about how effective you have been in bringing in new clients, new assets, and new revenue. Here are six steps you can take as you begin to think ahead to a successful 2016: Is your message reaching your target audience, and are you seeing the results you want Does your marketing messaging clearly differentiate the value you provide to your clients? from it? Prepare to plan. If not, write down what you want to do to improve your marketing messaging and/or strategies in 2016. Pull out and review your vision for your ideal practice. Does it still represent where you want to be in three to five years? FPA One way to improve your marketing messages in 2016 is to revamp your web TIP! marketing efforts. This article from the Journal of Financial Planning can show you how: Web Marketing Myths Debunked. Review your description of your ideal client. That’s someone who fits your quantitative expectations, and who needs what you do, wants what you do, and most of all, values what you do. Keep that ideal client in mind as you plan for 2016. FPA Check out the A+ Client Action Plan to identify and grow an A+ client list on the TIP! FPA Professional Development site. Pull together your list of improvements from all three areas— client experience, support structure, and growth. Decide on your priorities. Set your quantitative goals for next year. Most planners start with revenue, assets under management, and number of client households, but don’t overlook additional goals. FPA When setting sales goals be realistic, but also – take some time this holiday TIP! season to brush up on your pitch. Check out “Sell” Is Not a Four-Letter Word from the Journal of Financial Planning by Marion Asnes and Marie Swift. Think about your client experience – planning and service. Is it as comprehensive and consistent as you want it to be? If not, write down what you want to do to make it better. FPA Visit the FPA Practice Management Blog and read our “5 Key Elements to TIP! Deliver Empathetic Service and Gain Client Loyalty.” 8 Your Membership Advantage | November 2015 OneFPA.org Establish your timeline. Get started! FPA Now’s the time to invest in your success. Tune into the FPA Research and Practice TIP! Institute™ webinar on pitfalls to avoid and best practices for increasing business productivity, Doing More with Less. What other goals do you believe are valuable to your business that you want to track? Just like the planning you do for your clients, good business planning doesn’t have to be complicated to be successful. Wishing you the best in 2016! - Susan Kornegay, Partner Pathfinder Strategic Solutions OneFPA.org November 2015 | Your Membership Advantage 9 Olive & Cocoa RIA Match 200+ gifts specially designed to make corporate gift giving elegant and memorable. From gourmet gift crates to holiday items, find a gift for any occasion and budget. Olive & Cocoa offers a custom branding service complete with your company’s logo branded into the wood of their hand crafted gift crates. Orlando Vacation Save up to 35% off your next vacation to Orlando. PlanPlus With PlanPlus Planit, individual advisers and firms have a broad selection of tools that give them what they need to accurately and efficiently answer their clients’ most pressing questions. FPA members save 20% on PlanPlus Planit financial planning tools. Receive 1 month free plus 20% off monthly plan. 2015 FPA BUSINESS SUCCESS PARTNER Right Capital Pathfinder Strategic Solutions is an independent consulting and coaching firm based in Knoxville and New York. We are dedicated to helping financial planners and advisers manage and grow strong businesses by starting with their own vision of their ideal practice. Our team’s carefully developed programs and services offer expertise to firms supporting and wishing to attract and retain high-quality advisers and staff. Members receive up to $250 off PathfinderAdvisor, our practice management resource center with Right Capital is a highly interactive financial planning solution promoting collaboration between advisers and clients. Powered by next generation technology and design, we focus on flexibility, ease of use and an elegant user interface with rigorous cash flow, Social Security and tax projection capabilities. Only $49.95/month for FPA members. hundreds of fully customizable templates, checklists, letters, scripts and samples. Pathfinder Strategic Solutions is a 2015 FPA Business Success Partner. We have partnered with FPA to provide essential practice management content and education to FPA planners and advisers. Learn more at OneFPA.org. RightSignature Save 20% on e-sign packages. CONTACT Info@PathfinderStrategicSolutions.com for a free 30-minute consultation. Riskalyze 2015 FPA BUSINESS SUCCESS PARTNER Plum Benefits Save up to 80% on 80,000+ events, attractions and hotels. Protected Tomorrows Save 15% on special needs education. Compliance Services Relationship Science 1 month free on annual subscription. RIA In A Box RIA in a Box® is a leading provider of registration and compliance services to RIAs. Over 2,000 advisers have trusted us. The ongoing compliance service includes access to former regulators and compliance software. FPA members receive one free month of ongoing compliance service with the purchase of a year subscription. 10 Your Membership Advantage | FPA members get a free month of service RIAinaBox.com November 2015 OneFPA.org Based in Omaha, Nebraska, Peak Advisor Alliance is the country’s leading financial adviser coaching and resources program with more than 1,000 members who collectively advise over $100 billion in assets. Based on the experience of Barron’s Hall of Fame Top 10 adviser, Ron Carson, Peak Advisor Alliance helps financial advisers build more profitable businesses, provide better client service, and live a principled and fulfilled life. OneFPA.org Peak Advisor Alliance members receive one-on-one and group coaching support, various resources, strategies, systems, and tools, and an unparalleled peer network. FPA members also receive a $250 discount. Peak Advisor Alliance is a 2015 FPA Business Success Partner. They have partnered with FPA to provide essential practice management content and education to our advisers. Learn more at OneFPA.org. CONTACT 800-514-9116 Show prospects they’re invested wrong and prove to clients they’re invested right. Riskalyze enables advisers to pinpoint an investor’s Risk Number and build a portfolio that contains just the right amount of risk. FPA members receive a flat rate of $99 per month pricing. Seasons of Advice®, Client Servicing Model FPA members have access to a premium client service and practice management model designed to impress your clients. Based on neuro-economics, this proven model will help you streamline workflow and help your clients make smarter financial decisions. Members receive flat FPA pricing of $200/mo. the first year, and $149/mo. thereafter. November 2015 | Your Membership Advantage 11 Licensed to do business in all 50 states, Ryan Insurance Strategy Consultants is an independent insurance brokerage firm specializing in life, disability and long-term care insurance advice and implementation for financial advisers and their clients. RISC works exclusively with financial advisers to help them analyze 12 Your Membership Advantage | insurance needs. We are also a disability plan administrator for several large financial services associations. Through us, FPA members have access to the best group voluntary long-term disability coverage in the industry, as well as an excellent term life program. For more information: Email: info@Ryan-Insurance.net Phone: 800-796-0909 Staples UPS See National Purchasing Partners on page 6. Save 5-28% on domestic and international shipping. Succession Link Verizon Save $150 each year on subscription. See National Purchasing Partners on page 6. SunGard Veterinary Pet Insurance SunGard’s solutions help advisers create agile growth through innovative technologies, efficiency and enhanced service. The comprehensive suite includes WealthStation Financial Planning and AllocationMaster, and tools like CompAct, which allows advisers to produce holistic plans quickly and interactively. Try a 30-day free trial and receive 20% off WealthStation access. November 2015 OneFPA.org 5% discount (or more for multiple pets). Be sure to check back throughout the year for updated information in the following Journal of Financial Planning issues: February 2016 Wine Country Gift Baskets Save 10% on all orders plus free personalized ribbon. May 2016 August 2016 November 2016 Wyndham Up to 20% off best available rate. OneFPA.org Visit OneFPA.org November 2015 | Your Membership Advantage 13 A Delicious Way to Thank Your Clients FPA Members: SAVE AN ADDITIONAL 20%! Use promo code FPA. Offer expires 6/30/16. The Great One! 19 $ 95 PLUS S&H Great Price. . e t s a T t a Gre Great Gift. 1-800-434-0500 www.BostonCoffeeCake.com
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