FOR IMMEDIATE RELEASE
CONTACT: Donna Marsh
Donna Marsh Communications
603-475-5567
The Financial Planning Association™ of Massachusetts adds AdvisorAdit™ as a Member Benefit
FPA MA and AdvisorAdit LLC announce “Platinum Partnership”
BOSTON, MA, May 13, 2013 — AdvisorAdit and the Financial Planning Association of New England (FPA MA) recently announced that AdvisorAdit has joined the FPA MA Platinum Partner program. As part of this partnership, access to the AdvisorAdit platform will be offered to all active members of the FPA MA who are practicing advisors. AdvisorAdit is an independent, confidential channel where advisors can harness valued provider information, along with their own content, to help grow their business.
“We at the FPA MA are pleased to have AdvisorAdit join our Platinum Partner program and are excited to offer this new benefit to our membership,” said Peter Jaworski CFP®, President of FPA MA.
AdvisorAdit’s proprietary cloud-based technology gives advisors a competitive edge by facilitating access to the relevant information they need anywhere, anytime and with most leading devices. It allows providers a targeted channel through which to distribute content.
Barrett Costello, Director of Communications, FPA MA noted, “We hear day in and day out that members are inundated by email and need a better way to interact with their valued sponsors and providers, especially those that support our organization. AdvisorAdit empowers advisors to access the content they value most from the providers they choose – all in one place.”
AdvisorAdit believes that advisory practices are better able to grow when all members within their firm share a common base of relevant information. With an AdvisorAdit subscription, all associates can access and collaborate on important content – including their own. Users can view, store, tag and comment on all pieces posted to AdvisorAdit. Sponsors working with the FPA MA can also take advantage of this program with substantial discounts.
About the Financial Planning Association™ of Massachusetts
Since the year 2000, the FPA™ MA has sought to foster the value of financial planning and advance the financial planning profession in the Bay State. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA™MA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.
Learn more about FPA MA at www.fpama.org.
About AdvisorAdit
AdvisorAdit LLC serves the growing Registered Investment Adviser (RIA) and independent advisor community by bringing advisors and providers together through an exclusive, confidential channel where advisors can easily access and curate valued provider content along with their own to more effectively manage their businesses. In addition, sponsors and other providers can acquire and retain more substantial client relationships by delivering content to advisors when they need it most, while gaining valuable insight into their practices.
Learn more about AdvisorAdit at www.advisoradit.com.