Partnership Platform

Matchmaker Benefits

Warm Introductions and Open Doors! 

We will know your company, your representatives, your prospective client profile, and your expectations for partnering with our team.

Our team will endeavor to be your link to warm introductions and open doors.

How?  Via 5 distinct tactics:

  1. Business Profile within our database

  2. Presidential Briefings

  3. Executive Director Connect

  4. Leadership Ambassadors

  5. "Tell me More" moments

Board Member Robyn Gerke
Shares her thoughts on our
Connections role

Business Profile

Presidential Briefing

The FPA of Greater Phoenix Board of Directors meets at least 6 times annually.

The Presidential briefing is 5 minutes of each board meeting allocated to introducing the board to profile information about a partner.

The board introduction to our partners from our President and Executive Director includes:

  •  a review of your Profile, 
  • a reminder of your board ambassador, 
  • and a review of active FPA members who might benefit from a warm introduction to you.

Executive Director Connect

The FPA of Greater Phoenix Executive Director (and any/all staff) are your continual ambassadors to partnership benefits, including:

  • Seeking out/identifying unique opportunities to leverage your visibility and message
  • Preparing our board members to successfully support your efforts in our market
  • Answering your calls and questions
  • Representing your ideas and special requests to the Partnership team and board of directors

Leadership Ambassadors

In addition to three FPA of Greater Phoenix leadership members responsible for knowing you and supporting your successful matchmaking options in our market

1) Executive Director

2) Partnership Team Leader

3) Board President

at least one additional member of our chapter leadership (an at large board member, or active volunteer or past president) will be connected to you as another partnership ambassador.

In the example above, David Rich would be the 4th chapter liaison available to you for introductions at meetings and into our planner community.

"Tell Me More"

All FPA of Greater Phoenix members have the option of inserting a video clip in their membership profile in our online directory.

We encourage all of our chapter partners to not only consider a "video selfie" to insert into their representatives directory profile, but also to forward for posting to our evolving YouTube channel your "tell me more" video about your firm.

As we rotate through the Presidential briefings during the year, the chapter will take special effort to post, highlight and share your Tell Me More and Video Selfie moments with the chapter membership at large.

Here's an example from chapter partner PTAM:

PTAM—A Differentiated Approach to Fixed Income Investing Video

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The essential hub of our financial planning community. 

We connect CFP(R) and associated professionals to the resources they need and the people who need them.

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PO Box 4130 Scottsdale AZ 85261

 Office Hours:
Mon-Thurs: 9:00 AM - 5:00 PM
Fri: 9:00AM - 1:00 PM
Phone: 480-483-9035
Fax: 480-922-5283

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.