Partnership Team Support

Internal Resources

Onboarding Spreadsheet

*** While this needs to be updated, please understand how much effort goes into successfully onboarding a new partner.  Do not underestimate this.

It is because of the commitment that the organization makes to support relationship building that we take care and caution before welcoming new partners.

It is because of this care that we retain so many partners over time, even in a pandemic with no face to face events and a super slow return to a  new normal.


Sample Invoice and Invoicing Process 

***  MK needs to get this from Laurel and ensure Finance Team understands the process/updates the process before uploading.  In short, I don't want to do this twice.


External or Marketing Resources

Become a Partner


Platform Expansions, Proposals, etc

2022 Case Study Website Posting (Murray)

Set aside for future action when chapter communications capacity expands enough to support successful implementation


Bunching/Bundling concept (Matt)


Comparing Partners to Investors - musings

initial thoughts about differing value proposition


Walk through of Benefactors/Investors Logic

 Office Hours:
Mon-Thurs: 9:00 am - 5:00 pm
Fri: closed

C/O Premium Organization
PO Box 4130 Scottsdale AZ 85261

Connect with us on Social Media.....

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.

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.