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APRIL 2020

FSP Remains Fully Operational Amid the COVID-19 Crisis

Please note that National remains fully operational on a remote basis in accordance with federal and state guidelines amid the COVID-19 crisis. We are here to help provide leadership, connections, and resources to our chapters and members.

FSP Matters - FSP's Chapter Leader Newsletter

This newsletter contains information, ideas and deadlines to support you in your role as an FSP Chapter Leader. Use this as a discussion item at your chapter board meetings and to set deadlines and goals for the chapter year.  Thank you for all you do for your local FSP members!

Chapter News/Updates


Get a Head-start on Your Chapter Planning for the 2020.21 Chapter Year
Now is the time to get your team planning for the 2020.21 chapter year.  The information and templates you need are available on the chapter leader website.  Presidents-elect and chapter executives can get this process started by directing your board and planning team to the site and/or by sending these templates to them.  Check out the Chapter Planning information here and get started.

Membership/Marketing


NEW - FSP Launches New E-commerce Site - FSPgo
FSP is proud to announce the launch of FSPgo, the new e-commerce site that offers advisors hundreds of practice management and technical tools all in one place to keep them on top of their game.  This new site holds value for professionals in all specialties and at all experience levels, and will create another pool of member prospects for FSP chapters and communities. Visit FSPgo.com to check it out and sign up for alerts on new features and products.

Professional Development


Earn Free CE Credits
The Journal of Financial Service Professionals provides an easily accessible, no-cost option to earn up to 18 credits a year toward CFP® and American College recertification (formerly PACE) requirements. Each of the Journal’s bimonthly issues is accompanied by a 30-question quiz. Successful completion of the quiz translates to three PACE and CFP® credits. FSP members or Journal subscribers can take the quiz for free. Quizzes remain posted and available to earn CE credit for a full-year. Be sure to remind members of this one-stop resource for earning credits.

Programs and CE Alternatives Amid the COVID-19 Crisis
In case you missed it, the March FSP Focus newsletter highlighted chapter program and CE alternatives amid the COVID-19 crisis.  This newsletter includes ideas to hold virtual programs and offer members ways to earn CE on their own.   Check it out here.  Also see upcoming FSP webinars here---many offer CE. If you need ideas on topics or speakers, please contact us.

Sponsorship Tip


Recognize Your Sponsors Virtually
Here are a few ways to recognize your sponsors and keep them in front of your members, especially since a lot of chapters had to cancel live programs amid the COVID-19 crisis:

  • Include sponsors in your slide presentation for virtual meetings and thank sponsors in the beginning and end of the event
  • Add sponsors and links on your chapter's website
  • Allow sponsors a one-time email to your meeting attendees and members
  • Offer sponsors a speaking slot for a future program

Member Perks


JourneyGuide Free to Members
If you haven't heard already, FSP has entered into a relationship that will provide all members free access for a full year to JourneyGuide retirement planning software, valued at more than $1,000. This arrangement is made in keeping with our efforts to provide valuable benefits to members—which in turn serve as great retention and recruiting tools for chapter leadership.  JourneyGuide can help advisors grow their practice and increase revenue by expanding their advice from wealth management to retirement planning. With JourneyGuide’s proprietary software, advisors can extend their client relationships up to an additional 30 years, converting savings into lifelong income.  This benefit is available to existing members so it can be part of a very strong retention message. It can also be an effective recruiting tool, as member prospects can readily see that the value of this benefit alone far exceeds the cost of joining FSP.  You can find more information about JourneyGuide here.
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Share Your Stories - If your chapter has an interesting story to share, send it to ajohnson@societyoffsp.org.  Also add unique and popular events to your chapter website as a testimonial to share with your members and potential members about why your chapter is a great place to network and learn.
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