Forum
FP Advance, the leaders in transition planning, are excited to introduce the Forum, an exclusive membership for existing clients of FP Advance and their associates.
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Our Premiere Club offers a unique range of benefits to those advisers who are well down the road to transitioning to a new model advice business. |
The Pinnacle Club is our elite option, with benefits tailored exclusively for those advisers who have already successfully transitioned their businesses and for those who run larger, more sophisticated practices. |
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Download: Premiere Brochure PDF - size 670KB |
Download: Pinnacle Brochure PDF - size 658KB |
Download free issues of the Transition Accelerator Online
Download: TAO July 2007 PDF - size 790KB
Download: TAO August 2007 PDF - size 299KB
Why join FP Advance forum?
FP Advance Forum was created as a result of direct adviser feedback. Advisers often feel they are operating in complete isolation, trying to solve issues other businesses are also trying to solve.
Their requests were to:
- network with other advisers at a similar stage of the transition journey
- share ideas and exchange practical information
- find better quality solutions to common issues
- connect with a concentrated group of higher quality advisers
- benchmark themselves against the best businesses
The Forum provides an environment where this can happen, and ensures each member not only has something to offer, but also something to take away.
How do I join?
Joining the FP Advance Forum is easy!
Please note that all members referred by existing FP Advance clients will need to complete a discovery process before membership can be approved. If for any reason membership is declined, your cheque will be returned to you.
What next?
Once your membership is approved and payment processed, you will receive:
- a membership card
- a username and password for the members only area of the FP Advance website
- all the benefits available to FP Advance Forum Club members
