FPA Business Hub

eBook

Thursday, April 11, 2024 C2P

Advisor Career Path & Compensation Models

Transform your practice with a team-centric approach and structure you can rely on to run your business with or without you.

Guide

Thursday, March 14, 2024 Axos Advisor Services

Become a More Holistic Advisor

How to enhance client services and grow your business by adding integrated cash management solutions to serve both sides of the balance sheet.

On-Demand Webinar

Monday, March 11, 2024 C2P

Win Business Through Tax Management

Join Dave Alison, CFP®, EA, BPC, President & Founding Partner of C2P, and Founder & CEO of Alison Wealth Management, for a webinar that helps you expand your reach with tax planning.

Guide

Tuesday, February 13, 2024 Commonwealth

Recruiting and Mentoring Next-Gen Advisors: A Q&A With Commonwealth

Are you eager to secure long-term growth for your practice? If so, consider adding a next-gen advisor to your team. It’s a strategic move that can open new doors to both client and revenue growth.

eBook

Thursday, February 8, 2024 C2P

How to Increase Your Competitive Advantage with Tax Planning

If you diversify your client portfolios across equities, bonds, and alternative investments, shouldn’t you also diversify their tax plan? Stand out from the competition, get the knowledge base to charge larger planning fees, and more with this eBook!

Video

Friday, January 26, 2024 Finance of America Reverse, LLC

Are Your Clients Looking For Extra Cash Flow?

HomeSafe Second is a groundbreaking home equity solution for those who need additional cash to fight inflation and address economic uncertainty.

eBook

Tuesday, November 21, 2023 C2P

11 Digital Marketing Tips to Drive Business in 2024

Get the processes and procedures you need to adapt, attract, and retain younger clients.

Guide

Tuesday, November 7, 2023 Finance of America Reverse, LLC

Financial Advisor's Guide to Reverse Mortgages

With loans up to $4 million*, leveraging home equity allows clients to use one of their most powerful assets to improve their financial path and take a more holistic approach to retirement.

Research / Report

Friday, April 14, 2023 Finance of America Reverse, LLC

2022 Home Equity Survey

The inaugural “Home Equity Punch List” survey indicates less than half of Baby Boomers consider home equity in long-term financial planning.

On-Demand Webinar

Friday, March 31, 2023 Finance of America Reverse, LLC

Home Equity In Retirement Planning

View our webinar to learn how a reverse mortgage can be a powerful retirement planning tool, and how the emotional attachment to our homes can have an impact on the financial decisions we make regarding our housing wealth.

Guide