Partnership Platform


Achieve Greater Visibility and Credibility with our members!

Even when you are not attending meetings or physically available in our market, we serve as an amplifier for your messages and a channel for your marketing efforts.

There are four primary methods that we employ to increase your visibility in ways that leverage your existing marketing messages and retain maximum impact and credibility for you in our market.

  1. Logo and Link Placements
  2. NEWS and Event Calendar Listings
  3. Social Media Red Carpet
  4. CE Connect

Rey Martinez shares some Visibility Thoughts

Logo and Link Placements

Your logo, professionally designed and associated with our chapter and posted to chapter communications content areas, including:

  • Website
  • Meeting Powerpoint Slideshow
  • Newsletters
  • Meeting Announcements



We invite you to share your partnership with our chapter as you may desire, and make available our logo in a useful format. 


Chapter NEWS and Partners' Event Calendar Listings

Your requested NEWS items and any continuing education events that your firm may be offering in our market or via the web posted to our chapter NEWS and Partner's Event Calendar (accessible from the home page of our website).

NEWS sample:

Event Calendar Posting sample:

Social Media Red Carpet

Our chapter communications plan for the future includes an exceptional emphasis on developing and supporting an active and robust social media platform, including Linked In, Facebook, Twitter, YouTube and Instagram.  

We actively follow our partners' on their social media sites, and consistently seek out content that is appropriate to share on our platform, direct from your site.  

This is our Social Media Red Carpet.

Sample of a Social Media Red Carpet for one of our chapter partners:

CE Connect

We want to know what types of CE content your firm may be able to make available to our members.  

Our LifeLong Learning committee purposefully works through an independent process to select future topics and desired presenters, ensuring our members that chapter programming reflects their desired content from survey results and committee shirtsleeves discussions.

Occasionally, when a planned presenter cancels suddenly, or when membership content requests dovetail with content that your firm provides, we are able to credibly and appropriately match your supported content to our chapter needs, in a manner that assures your presenters' attendance is high and reception is welcomed and greatly appreciated.

Sample:  September 2015 Legg Mason providing a pinch hitter:


We have produced a Visibility Blitz over the course of a month.  This sample is for Edward Jones in February 2016.

This is an example of an upgrade benefit option available to Annual Chapter Partners.


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.

C/O Premium Organization
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

Connect with Us!

Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns.  We are proud of our ongoing relationship with FPA of Greater Phoenix. 

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.