Our roots and beliefs.
Founded by Jim Munchbach, one of the most highly respected speakers in the financial industry and author of What Matters Most, Make Your Money Count and the newly published Allied For Success, Financial Alliance Network is dedicated to helping financial professionals achieve success and satisfaction.
Our mission is to train and equip CFP® practitioners, financial planners, registered representatives, insurance agents, estate attorneys, stock brokers, CPAs and other trusted advisors in the principles and absolutes related to trust building, relationship management, and the financial life planning process.
Because when you’ve got a team of professionals working together with a common goal, making values-based recommendations, and supporting one another, everyone wins.
People you can count on.
As our name implies, one of the key tenets of FAN is creating effective local alliances among industry professionals.
People you can turn to for direction, advice and support.
Coaching and mentoring relationships from some of the most respected and sought after people in the industry. (We’re building alliances with top professionals throughout the financial services world. In fact, many of our supporters are leaders from the Financial Planning Association, The American College, as well as other major firms and national organizations.)
Of course there’s also direction, training and resources to help generate long-term success and satisfaction for you, your team, and your clients.
How alliances work.
We all know the importance and value of networking. Turning to trusted partners and friends who mirror our values, complement our strengths and excel in areas we might not. That’s the concept behind FAN. It’s pretty simple really.
Every step of the way, FAN provides hands-on support along with unsurpassed training, coaching, and other educational resources. Our ELITE Coach Training model was designed by top professionals in the financial services industry . . . to ensure success and satisfaction for you, your team, and the clients you serve.
Alliances are powerful. They’re reciprocal. And they’re the future of financial services.
A synergy of specialists.
Just about everywhere you look today, people and corporations are forming alliances. Hand picking the best qualified, most compatible partners to strengthen their individual and combined resources, complement their own qualifications, and deepen the value they bring to the table.
That’s exactly what happens at Financial Alliance Network. Our vision is to train and equip financial professionals – CFP® practitioners, financial planners, registered representatives, insurance agents, estate attorneys, stock brokers, CPAs and other trusted advisors – to build and lead local alliances that produce superior results for their clients and their business. Our goal is to help you create a synergy of specialists to fulfill your clients’ dreams – and yours, too.
Building trust.
We couldn’t agree more with Dr Laurence Barton’ s assessment that while “money is tangible, it’s also emotional in nature.” Which is why our organization is based on what we call “purpose-centered alliances.” Relationships built on trust and mutual respect. Like an arch’s keystone that provides stability to all other stones, this kind of relationship gives structure and direction to everything we do. It’s the commitment we have to each of our members, and the one we equip you to have with your clients. Read the foreword...
When people put their lives, their futures and their money into our hands, they’re giving us a sacred trust. When we respect that trust and genuinely care about their goals and dreams, they in turn trust us with more of their assets.
Making a difference in people’s lives.
If you think about it, the financial services industry is one of the most powerful and broad-reaching networks in the world. In the United States alone, financial services professionals will serve nearly 80 million people preparing to retire in the next 10 years. Experts tell us that baby boomers alone have nearly 14 trillion dollars to invest and manage in retirement. That’s a lot of responsibility. Which is why at FAN, we think it’s absolutely essential to provide holistic, thoughtful, goal-oriented plans, products and recommendations. And we equip you and your team to do just that. The care and thought you put into your work makes a difference in your clients’ lives … and your own.