Partnership Opportunities

The Financial Planning Association of Minnesota members 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.

QuickFACTS
Membership in Minnesota totals more than 800 financial professionals and is growing monthly. The entire FPA membership totals nearly 28,000.
Average member age = 49 years old
72% of members have ten plus years of professional experience
70% of members are CFP^®s
12% are ChFCs, CLUs or CPAs
74% have at least a Bachelor’s
23% have a Master’s

Top financial services provided:
77% Retirement planning
72% Financial planning
70% Investment/Asset mgmt.
69% Estate planning

Partner Packages:
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 2008 Partnership Brochure. The Benefits At A Glance explains quickly the differences between the Platinum, Gold and Silver levels. We believe the Platinum Package offers the best value. For $5,000, you will receive an exhibit booth and attendee list for Symposium 2008 to be held October 14-15; an opportunity to sponsor and provide a presentation at a monthly membership meeting; a golf sponsorship, a scholarship sponsorship, a full page ad in our directory, as well as the chance to network at all of our monthly meetings. Platinum partners also receive exclusive representation at any social gatherings of FPA members. A Letter of Agreement also needs to be completed.

Contacts:
Bonnie Stanley, Executive Director – 763-781-1212
Todd Fierst, Partnership Co-Director – 612-964-3069
Michelle Marquez, Partnership Co-Director – 763-746-8297
FPA of MN Office: office@fpamn.org

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 1,200 financial professionals!) a newsletter every month 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. This 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. So depending on your level of sponsorship, Chapter members tend to read mailings because they are receptive to the information and marketing message.

Symposium
In addition, partnering and speaking opportunities are also available at the Annual Symposium. Platinum, Gold and Silver Partners receive a discounted price. Full details on Symposium are available by clicking here.