Building Relationships and Expertise across Financial Services

Building Relationships and Expertise across Financial Services
Copyright © Society of FSP

CHAPTER NAME OF THE SOCIETY OF FSP
Copyright © Society of FSP

What is FSP? The premier association in the financial services profession. WHY? FSP is the premier association in the industry. We are the home of today’s industry experts and tomorrow’s thought leaders. FSP is the best place to build your professional network, enhance your knowledge base, and grow your practice. We are entering our 91st year as a force in the profession. We have a solid foundation of delivering value to members and integrity to the industry, and we are poised to movi ahead and help shape the future of financial services. That’s an easy enough claim to make. But what is it that makes us not just stand apart from the crowd, but stand above it? There are few reasons FSP is different. Copyright © Society of FSP

Copyright © Society of FSP
WHY FSP? Multidisciplinary community of credentialed, accomplished professionals CPAs, CFPs, attorneys, insurance professionals, and others Associate Member status Recommended, plus EITHER 5+ years of experience, OR pursuing a credential, OR holding Series 6, 7, 63, 65, 66 license First, we are the ideal place to find members representing many disciplines within financial services. We welcome those with a variety of credentials, which gives our community a depth and breadth of expertise you won’t find in other associations. With associate membership status we also welcome accomplished colleagues who were not previously eligible for membership, and this adds yet another perspective. Specifically, a regular member in good standing can recommend a professional who either has 5 years of experience or is pursuing a credential or degree recognized by FSP, or holds a Series 6, 7, 63, 65, or 66 license. This diversity is important because it accurately reflects the makeup of the financial services field today. No one advisor can meet every client’s every need—it takes a team. Today, excellent client service is fueled by collaboration, and the multidisciplinary environment that distinguishes FSP from other organizations fosters exactly that type of interaction. Copyright © Society of FSP

WHY FSP? More than membership—Relationships Members focused on building networks, connections—meaningful relationships within our local Chapters Better client service Robust referral network Practice growth Second, FSP members are committed to connecting with each other, and they recognize the value of those connections. With the advantage of having so many different specialties represented, our members create meaningful relationships, building strong teams with advisors both within and beyond their own area of expertise. So each member is a unique asset to the community, and each becomes a resource to all the other members when they share their knowledge and experience. That sharing of information and expertise leads to the highest level of client service possible. FSP’s collaborative environment also means that members are building robust referral networks, leading to opportunities they would not have in an association focused on one discipline or one credential. Both of these factors fuel the growth of their practices. Copyright © Society of FSP

WHY FSP? FSP delivers a broad spectrum of high-quality education with practical application Industry leaders, subject matter experts Dynamic local learning opportunities enhanced by national programs All webinars are free to members Another differentiator of FSP is our leadership role in financial services education—consistently delivering high-caliber content on a wide variety of topics—in concert with industry leaders and renowned experts. We present the “hot topics” in our programming both locally and nationally, so our members know they are always current—they get objective, accurate information from a source they trust. All webinars provided by national are available without cost to members, and the link to the archived recording is also available to them. Copyright © Society of FSP

WHY FSP? FSP offers personal access to world-class resources and tools Publications like the Journal of Financial Service Professionals, Sections newsletters, NewsBrief Members-only access on website: Online library, search tools, connect with all other professionals virtually FSP is the force behind an amazing array of resources and tools for advisors across many disciplines. For example, the Journal of Financial Service Professionals is one of our most valued member benefits—delivering groundbreaking research with a focus on application of that information by the practitioner. And there are many other resources—including Sections newsletters, with timely information focused by area of interest, and a weekly enewsletter. FSP’s national website offers features like an online library that’s available and searchable anywhere you have an internet connection, and the ability to connect with any member in any chapter in the country with our members-only app, SocialLink. Copyright © Society of FSP

WHY FSP? FSP is best of both worlds: a chapter-driven organization with national reach and impact Delivers benefits on both levels Committed to the highest level of ethical practice and client service All members are bound by Code of Professional Responsibility Fosters comfortable collaboration, member-to-member referrals In addition, FSP is a chapter-driven national organization—meaning that our members have benefits on both national and local levels—essential programming and networking opportunities locally, as well as nationally. Those local gatherings lead to the relationships that are critical to fostering the growth of your business and to delivering value to your clients. FSP’s incredible chapter network is unique and the envy of many other professional associations. And finally, within the community of FSP we have since our inception 91 years ago operated with ethics as one of our core values; that has not and will not ever change. Knowing that other members all share this ethic further deepens trust and willingness to collaborate. Copyright © Society of FSP

Value of Membership: Key Benefits Opportunities for networking and building relationships across disciplines Dynamic educational opportunities with incredibly knowledgeable industry experts, local and national Variety of formats Objective information without bias Authoritative publications, communications The things that differentiate FSP from other professional associations become the source of our member benefits—and they answer the question “Why should I belong to FSP?” The good news is, our member benefits are a perfect fit for advisors with a focus on professional success and personal growth. FSP chapters are the best place to meet and build relationships with people who can enhance your expertise, while you do the same in return. This results in your having a team that elevates your client service, which in turn leads to more opportunities for referrals and increased business. Another benefit of membership is a regular supply of quality educational programs, both local and national. On a chapter and national basis, FSP is committed to maintaining the practice of staying in front of the issues relevant to our industry and delivering timely information and guidance. Our educational programming comes in a variety of formats—including live and archived webinars and audioconferences. All these come with the added bonus of being presented without bias—since we are not an advocacy organization. In addition to this programming, membership includes a subscription to the Journal, as well as Sections newsletters and other vehicles designed to inform and update readers. Copyright © Society of FSP

Value of Membership: Key Benefits Member Discount Program Members-only savings on E&O insurance, LTDI, LTC, and many practice management goods and services Personal and professional development Opportunities to gain leadership skills at both national and local levels Opportunities to give back to the community Foundation; Achieving Financial Security: A Community Forum In addition, members of FSP are eligible for our Member Discount Program, which entitles you to substantial savings on important things like E&O insurance and long-term disabillity insurance, and a broad range of items that will help you run your business efficiently. And finally, we find our members value both the personal and professional development opportunities being an active member of FSP provides. This includes the chance to develop their leadership potential when giving back to their own professional community, and to the communities in which they live with programs like Achieving Financial Security, which brings financial expertise to those who are traditionally underserved by financial service professionals. Copyright © Society of FSP

Young Professionals in FSP For Young Professionals there is no better place than FSP to access critical career knowledge and develop invaluable relationships Eligible Young Professionals (age 40 and under) pay just 50% of national regular member fees It merits mention that FSP acknowledges the importance of having younger professionals as part of membership—they are a vital component of a vibrant community. In acknowledgement of that fact, FSP offers a special discounted rate for those 40 years and under who are eligible to belong to FSP. They will receive full membership benefits while paying just half the national fee. Copyright © Society of FSP

FSP Delivers What Young Professionals Value Emphasis on multidisciplinary relationships and networking A culture that encourages a team approach to client service Opportunities to present, lead, give back—and be recognized Convenient and appropriate programs and events The features and benefits of membership in FSP are a very good fit for what YPs are looking for. Our emphasis on relationship building and networking works well with YPs’ desire to be connected to others, and our multidisciplinary community is a great place to find both peers and mentors—for a YP each of these has separate and distinct value. FSP reflects the nature of the industry today: it takes a team of advisors to provide comprehensive guidance to clients. In addition, our members have opportunities to be speakers at local and national meetings, write for our various publications, and be recognized for these achievements in a variety of ways. FSP also provides YPs with the opportunity to assume leadership positions, both nationally and locally, and offers ways to give back to the community through the Foundation and other avenues. Finally—FSP designs programs and events specifically for YPs—taking into account preferences regarding not just subject matter but also timing of the events. Copyright © Society of FSP

FSP Membership Delivers Professional and Practical Value Build your professional network Enhance your knowledge and expertise Grow your practice In short, the real value of membership in FSP is easy to summarize. With FSP you can build a multidisciplinary network of experts that will help you better serve your clients. You will enhance your expertise with high-quality, in-depth education in a variety of disciplines, and you will build your practice with referrals you wouldn’t otherwise get in an organization focused on a single credential or specialty. Copyright © Society of FSP

Find Out More To learn more about how the Society of FSP can grow and enrich your practice or career: us at: or Visit: or Call Member Services: We hope you found this presentation of value, and that it will prompt you to find out more about membership in our distinctive community of financial service professionals. There are many ways you can do that; send an , visit our website, or give us a call to ask any questions you might have. Copyright © Society of FSP

Find Out More Be Our Guest Get FSP Membership Experience FREE, 30 days Journal Webinars Educational, Networking Events But the best way to find out more about us is to actually have the FSP member experience, and you can do that for 30 days, at no cost, as a Guest of FSP. You’ll enjoy many of the benefits our members enjoy—including online access to the Journal, and the opportunity to attend live webinars or access the webinar archive. We think being a member of FSP is better experienced than described, and a guest membership will lead you to the same conclusion. Copyright © Society of FSP

Building Relationships and Expertise across Financial Services

Similar presentations

Presentation on theme: "Building Relationships and Expertise across Financial Services"— Presentation transcript:

Similar presentations

About project

Feedback

Log in

Auth with social network:

Building Relationships and Expertise across Financial Services

Similar presentations

Presentation on theme: "Building Relationships and Expertise across Financial Services"— Presentation transcript:

Similar presentations

About project

Feedback