Sponsorships

Why Sponsor the San Francisco Chapter?

• Profitable Business Network
  
  The San Francisco chapter boasts the region’s largest membership, with over 500 members. Our membership includes some of the Bay Area elite independent firms such as Litman/Gregory, Aspiriant, Mosaic Partners, Wetherby Asset Management and more.  In addition, our members represent a broad spectrum of professional specialties including financial planning, investment management, broker dealer services, insurance and annuities, mutual funds, banks/thrifts/trust, law and accounting.

• Qualified Business Leads
  Our monthly member meetings provide attendees with continuing education credits. Speaking and interacting with this group gives you a targeted audience that is open to hearing your message. Members who attend are there to learn new information and network before and after meetings. We provide thirty minutes of dedicated networking time before each meeting and round lunch tables facilitate discussion during the meeting. It’s an excellent time to collect business cards for follow-up marketing. Members are continually looking for information on new products and services to meet their clients’ needs. We also host member events after some meetings that allow for greater interaction. We welcome sponsors to attend these events, as well as the regular chapter meetings at no additional cost.

• Largest chapter in the region with over 500 members, including advisors from some of the nation’s top advisory firms

• Networking opportunities before and after meetings

Thirty minutes of dedicated networking time before each meeting and round lunch tables facilitate discussion during the meeting. We also host member events after some meetings that allow for greater interaction. We welcome sponsors to attend these events, as well as the regular chapter meetings at no additional cost.

• Formal recognition at every meeting and on the FPA SF website

During the business portion at the beginning of each meeting, each sponsor is recognized individually to build recognition and encourage familiarity. We remind members that sponsors are an integral part of our organization and encourage them to take our sponsors’ calls!

The San Francisco chapter has eleven chapter meetings, - more than any other Northern California chapter. Attendance at all chapter meetings is included in sponsorship, meaning you’re in front of our members more often. We also offer different meeting times throughout the year including mornings, afternoons and evenings, which attracts a variety of members so you don’t see the same people at every meeting.

You can only make so many sales calls. With between 70-100 advisors on average attending our monthly meetings, you can see more advisors at once and meet new prospective clients at the same time! Change the dynamic of your client relationships and show them that you support their professional organization through sponsorship.

The San Francisco FPA membership represents nine different professional designations and countless practice types. By sponsoring the chapter, you increase your marketing reach to a multitude of different advisors and increase your exposure across diverse practice types. We also have relationships with the three major schools for Financial Planning in the Bay area (Golden Gate University, UC Berkeley Extension, SF State) which helps tap potential new entrants into the business and build product awareness and loyalty early.

Arrange to meet with clients who are members of SF FPA or take the opportunity to invite clients who are not members to join you for lunch and enjoy an educational speaker. We consistently draw quality speakers in the industry at our meetings -- use our great speakers to help you get appointments!

It’s always a good idea to keep up to date on what your clients are learning and what issues are affecting them. Our monthly meetings feature discussions with quality speakers and industry leaders that can help you keep up on the hot issues in our industry.