Annual Partners
about our partners
Members of FPA MN are supported by a number of exceptional sponsors who help offset the cost of delivering benefits. These sponsors are helping to lead FPA's message of building the community of the financial planning profession, with their commitment to the association, its mission and its members.
If you would like more information on becoming a Partner, read over our 2017 Partnership Packages. It includes Benefits at a Glance and the Letter of Agreement. For a quick overview of the benefits of partnering with the FPA of Minnesota, view Why partner with FPA MN?.
diamond partner
platinum partners
Alex Braun866-869-8770
click to email
Protecting Client’s Health Protects Wealth
Client Guidance for Health Issues
Aging Issues That Affect Your Clients
Build Stronger Connections
gold partners
silver partners
Vladimir Antos
773-305-7685
click to email
Financial Advisors/Planners E&O
Markel Cambridge
Markel Cambridge Contacts
Nathan Stading
414-287-8666
click to email
Podcasts: Better Conversations, Better Outcomes
BMO Funds Link
BMO Wealth Institute Papers
Erin Oestringer
502-587-3807
click to email
The True Value of the Flat Fee
Meet Monument Advisor
Annuity Comparison Calculator
Tax-Optimize Trusts
Kathie Bortnem
877-867-7293
click to email
Climb The Wall of Worry
Top Selling Bullion Products
Gold Estate Appraisal Liquidation
Precious Metal Storage IRA FLyer
bronze partners
why partner with FPA MN?
The FPA of Minnesota offers you the opportunity to partner with our association over the course of an entire year rather than by each single event. Details are available in the 2017 Partnership Packages. The Benefits At A Glance explains quickly the differences between the Diamond, Platinum, Gold, Silver and Bronze levels.
Profitable Business Network
The financial professionals you’ll meet through the FPA of MN Chapter can help you build long-term business relationships. FPA of MN has more than 800 financial professionals in Minnesota, representing a broad spectrum of specialties including financial planning, broker dealer services, insurance/annuities, mutual funds, banks/thrifts/trust, law, investment management and accounting. Members are a highly targeted market for your product or service.
Qualified Business Leads
The Chapter holds monthly member meetings that provide attendees with continuing education credits. Speaking to this group gives you a targeted audience that is open to hearing your message. Members who attend are there to learn new information and network before and after meetings. It’s an excellent time to collect business cards for follow-up marketing. Members are continually looking for information on new products and services to meet their clients’ needs.
Quality Marketing Options
The Chapter sends its members and prospects (approximately 3,000 financial professionals) a monthly newsletter that contains information about upcoming meetings, Chapter public relations activities, practice management information, national educational opportunities and more. Members tell us it’s the one periodical they are sure to read, which means that your marketing insert and/or advertisement in FPA of MN News will be noticed and read.
Membership Mailings
The Chapter values its membership list highly and does not sell the mailing list to the general public. Therefore, our members are not flooded with marketing mailings related to their Chapter membership.
Symposium
In addition, partnering and speaking opportunities are also available at the Annual Symposium. If interested, complete a Call for Speakers form. Speakers are selected six to twelve months in advance. Full details on Symposium are available by clicking here.
Jessica Hawthorne, FPA of Minnesota Asst. Executive Director, 763-781-1212
Scott Howard, 2017 Partnership Director, 651-294-8309
FPA - Connect
