Books for you and your clients.
Allied for Success
Creating a synergy of specialists to fulfill our clients’ dreams.
Recently published by FPA Press, this book addresses the benefits, processes, and barriers to building professional relationships with allied professionals for more effective client service. Alliances with allied professionals offer financial planners amazing opportunities for growth, encouragement, and referrals, and this book will give you the tools to create them. (The advanced marketing concepts outlined in Allied for Success are not part of FAN's Coach-Training courses. Contact us for more information about professional coaching or to start a professional study group in your area. Click here for a summary of the book.)
Single book orders only: $30.00
(Currently out of stock, click here to enter The Financial Planning Association online store.)
*Contact FPA Press at (800) 322-4237 for discounts.
Make Your Money Count
Connecting your resources to what matters most.
With compelling stories and a practical “blueprint” Make Your Money Count will motivate your clients to create a plan to manage their money with fresh vision and purpose. Top financial professionals use this book with clients, prospective clients, and in group training.
1 book: $28.95
2-6 books: $25.95/each
7-12 books: $22.95/each
Cases of 36 books: $15.00/book (or $540.00/case)
Shipping is included.
What Matters Most
Build a purpose-centered alliance with your clients to fulfill their dreams – and yours, too!
Written for Insurance and Financial Advisors, What Matters Most delivers the strategic thinking and tactical detail necessary to achieve success and satisfaction for you and your clients. The book guides professionals and their teams through the process of building clear, compelling strategies for clients using the Blueprint for Financial Success.
1 book: $28.95
2-6 books: $25.95/each
7-12 books: $22.95/each
Cases of 36 books: $15.00/book (or $540.00/case)
Shipping is included.