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Corporate Partnership Opportunities

 

The Financial Planning Association of DFW 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.


FPA DFW Corporate Partnership Director

Joel Berg - 214-363-4200 - partnerships@fpadfw.org


QuickFACTS

Membership in Dallas/Fort Worth totals more than 870+ financial professionals and is growing monthly. The entire FPA membership totals nearly 25,000.
Average member age = 49 years old
72% of members have ten plus years of professional experience
67% of members are CFP®s
31% are ChFCs, CLUs or CPAs
74% have at least a Bachelor’s
30% have a Master’s

Top financial services provided:
77% Retirement planning
75% Financial planning
72% Investment/Asset mgmt.
68% Estate planning


Partner Packages:

The FPA of DFW 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 Partnership Package. The Benefits At A Glance Matrix explains quickly the differences between the Platinum, Gold and Silver levels. We believe the Platinum Package offers the best value. For $6000, you will receive an exhibit booth and attendee list for the 2 DAY - FPA DFW Symposium to be held at the Irving Convention Center on May 11-12, 2017; an opportunity to sponsor and provide a presentation at a monthly membership meeting; a major event co-sponsorship, a full page ad in our newsletter, 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.


2017 FPA DFW Corporate Partner Packet & Contract (.doc file)

2017 FPA DFW Corporate Partner Packet & Contract (.pdf file)


Contacts

Joel Berg, FPA DFW Corporate Partnership Director - 214-363-4200 - partnerships@fpadfw.org


Melisa Hall, Executive Director – 972-747-0407


FPA DFW Office:
execdir@fpadfw.org


Profitable Business Network

The financial professionals you’ll meet through the FPA of DFW Chapter can help you build long-term business relationships. FPA DFW has more than 800 financial professionals in the Dallas/Fort Worth metroplex, 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 regular chapter 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 1,500 financial professionals!) a quarterly 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 DFW "DFW Planner" 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.

2017 FPA DFW Symposium Date: May 11-12, 2017

Disclaimer

On this page and others on the FPA DFW 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 DFW. 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 DFW.



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