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FPA Client Presentation Tools That Build Client Relationships
"Now we can help your clients organize important financial documents"
Want to order? Call us! 800-232-6937 X 135
FPA Cases Enhance Your Professional Image and Strengthen Your Credibility!
We recognize our members have many needs, so we're always on the
leading edge of helping you develop and enhance all aspects of your
financial planning practice. Building client relationships is essential
to growing your business.
To help you, we offer a complete line of custom client presentation
tools perfect for client meetings and financial reviews.
Especially noteworthy are the FPA Financial Planning Document Cases.
These handcrafted North American Cherry and Canadian Maple file cases
are beautifully designed and contain a comprehensive, exclusive hanging
file system that allows your clients to easily organize and access
their important financial documents, including their current plans,
wills, trusts, insurance, and investments.
Helping clients and their heirs organize important documents is an
essential ingredient in developing long-lasting client relationships.
In addition, we offer a selection of client appreciation items,
including a solid cherry stationery set and golf ball case.
Please take a moment and review our latest catalog. There is something here for every client or prospect.
In addition, FPA Members can take advantage of special member pricing.
Call us today! We'll ship your order within 48 hours.
"Just want to let you know that my clients love
this file case! Helping clients to organize their financial documents has furthered my value to them."
—Christopher T. Hatch, CFP®, CLU
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