The deal will lead to FPA members to 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.
The offerings includes 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.
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FPA executive director and CEO Marvin W. Tuttle, said "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."
While Financial Planning Association is a US-based independent, online marketing solution for financial advisors, FiPath is an independent site that provides free online financial education and collaboration for consumers to take control of their financial future.
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