Client Connect Video Presentation

FPA Client Connect is an Email/Print System built exclusively for FPA Members

Why use FPA Client Connect?

Client email marketing —
fast, easy, and personal

More Information

Continuously reaching out to clients, prospects, and centers of influence is an essential practice that every financial professional should be implementing.

The FPA’s Client Connect system is a powerful personalized email and/or print marketing tool that allows you to automatically communicate with every contact in your database.

Your financial content library —
written by financial professionals

More Information

Client Connect Users have a complete financial library of articles, newsletters, reports, announcements, quick notes, greeting cards, e-brochures and more.

Liberty Publishing, the leader in creating financial content for the financial services industry, researches and writes all of the Client Connect financial content, and then it’s totally personalized for you by the Client Connect system.

Liberty Publishing will also work with your compliance and legal departments to make certain that all content, when required are FINRA reviewed.

 

 

The Set-It-and-Forget-It (SIFI) Wizard —
the answer to saving time and money

More Information

The Client Connect SIFI Wizard automatically organizes email campaigns (by contact list) and then sends the email campaign according to a prescheduled yearly calendar.

You have complete control over every contact and every email sent. It’s that simple!

Designed and Created for

Individual Practitioners

  • Financial Planners/Advisors
  • Insurance Agents – Life/Health/DI/LTC
  • CPA/Tax Professionals
  • Business Fringe Benefit Planners
  • Registered Investment Advisors
  • P&C Insurance Agents
Enterprise Users
  • Banks, Insurance Companies, Broker Dealers, Credit Unions, and Producer groups