The May 2015 Member Discount Guide will be hitting mailboxes May 4-8. The guide features over 80 discounts, as well as a centerfold Practice Management article that was co-written by FPA and Fox Financial Planning Network, one of FPA’s Business Success Partners. The article – 6 Tips to Improve Client Service and Boost Profits – will cover:

  1. Identify who you serve. Be specific!
  2. Carefully craft your value proposition.
  3. Get standardized operational systems in place.
  4. Get the right staff in place.
  5. Choose and use the right technology for your business model.
  6. Evolve your business model to provide work/life balance.

Look for the article and guide soon. In the meantime, learn more about the FPA Member Discount Program and see how you can directly benefit at https://www.onefpa.org/MyFPA/member-discounts/Pages/default.aspx.