2003 April

Partnership Opportunities

Partner Links
Profitable Business Network
Qualified Business Leads
QuickFACTS
Quality Marketing Options
Membership Mailings
Symposium
Disclaimer


The Financial Planning Association of Iowa 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.

THANK YOU to our Partners!

Platinum Partners:

Gold Partners:


The FPA of Iowa is excited to announce the Partnership Program which will afford you the opportunity to partner with our association over the course of an entire year rather than by each single event. The Benefits At A Glance explains quickly the differences between the three levels. We believe the Platinum Package offers the best value. You will receive an exhibit booth and attendee list for the annual Symposium; 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. The Gold Package and Silver Package also offer great opportunities to interact with our membership by exhibiting at the Symposium and attending monthly chapter meetings.

These packages offer you an excellent opportunity to become a valued partner of our organization and to reap the rewards of establishing a strong relationship with the premier financial planning organization in the state. We also offer a

If the above packages do not fit your specific needs, we may have openings A la Carte where you can pick and choose those benefits most suited for you. Priority is given to Platinum, Gold and Silver Partners.

The Financial Planning Association of Iowa Partnerships are available on a first-come, first-served basis. To reserve your partnership, call the Partnership Director or contact the FPA Iowa Office at 515-987-8344 or office@fpaiowa.org. A Letter of Agreement also needs to be completed.

Profitable Business Network
The financial professionals you’ll meet through the FPA of Iowa Chapter can help you build long-term business relationships. FPA of Iowa has more than 180 financial professionals in Iowa, 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.

QuickFACTS
Membership in Iowa totals more than 180 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
61% of members are CFP® professionals
11% are ChFCs, CLUs or CPAs
72% have at least a Bachelor’s
24% have a Master’s

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

Quality Marketing Options
The Chapter sends its members and prospects (approximately 1,200 financial professionals!) a 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. This means that your marketing insert and/or advertisement in FPA of Iowa 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 opportunities are also available at the Annual Symposium. You must be a Platinum, Gold or Silver Partner to take advantage of these offerings.

Disclaimer
On this page and others on the FPA Iowa Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of the FPA of Iowa. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by the FPA of Iowa.

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Office: 515-987-8344 • Fax: 515-987-2301 • Email: office@fpaiowa.org
15130 New York Circle • Clive, IA 50325
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