With over 700 attendees, 600 CE registrants, 6 industry license boards, and 60 plus sponsors, AdvisorAdit helped the FPA of Minnesota provide a modern mobile attendee experience at one of the largest organizational conferences in the country with online CE registration and course surveys. Post event, AdvisorAdit streamlined the CE and survey reporting saving the FPA of Minnesota weeks of processing time.
Working closely with AdvisorAdit’s top clients, AdvisorAdit introduces the industry’s first comprehensive mobile Continuing Education (CE) registration, survey and reporting package. Fully integrated with our event tool, ConferenceAdit, attendees can easily apply for CE credits and complete surveys. Meanwhile, hosts can track and update attendee progress in addition to being able to generate on demand reports for streamlined board filing and instant survey results saving hours of time.
Event hosts across the country have offered their sponsors greater reach and connectivity through AdvisorAdit’s event tool, ConferenceAdit. To date, over 250 sponsors ranging from the nation’s leading money managers, insurance providers, lawyers, compliance consults and others have made their content available on every attendee’s mobile device! With our, highly compliant content manager and interactive linking to sales professionals and their organizations, we are extending sponsor reach beyond meeting intermissions to before during and after events.
Leveraging AdvisorAdit’s deep analytics capabilities with Meridian IQ extensive Advisor demographics, the AICPA was able to demonstrate the value of it successful and growing annual event to current and prospective sponsors and partners.
The FPA Massachusetts Chapter has introduced its Industry Research Portal enabling all of its members access to a rich array of content from the FPA and its sponsors 24/7/365. By leveraging AdvisorAdit’s portal functionality including searching, tagging and sponsor connectivity its members can access relevant information on demand.
MeridianIQ and AdvisorAdit have teamed together to offer comprehensive membership analytics to industry organizations serving financial advisors. Drawing from MeridianIQ’s rich demographic databases and AdvisorAdit’s deep industry experience, organizations can now make informed strategic decisions and efficiently implement results-oriented programs. Click here to see the full Press Release.
AdvisorAdit now offers industry groups the insights they need to recruit and retain members, build their sponsor base and design programming aligned with membership needs and interests. Contact AdvisorAdit to learn more!
Sponsors can now access the content they post to AdvisorAdit right on their iPads and other leading tablets. With all of AdvisorAdit’s compliance controls, sales people can access and share the latest content right at their fingertips. Contact AdvisorAdit to learn more!
Conference materials typically available to advisors only in paper format will now be accessible via most Internet-enabled devices. “An increasing number of advisors attending our conferences are bringing their tablets and smartphones. AdvisorAdit allows us to provide our conference content to advisors right on the spot,” said Kristin Beane, Executive Director of FPA-MA. “This is a great way to extend the reach of our presenter and sponsor materials beyond the conference, with the added benefit of being “green.”
Advisors have the ability to search, store, comment and rate pieces as part of the service. In addition, advisors who are part of an RIA firm will be able to immediately collaborate online with their colleagues on relevant content. The FPA-MA and sponsors will receive aggregate level reporting on content usage, at no additional cost.
“AdvisorAdit’s demographics and analytics capabilities provide insight into the demands and interests of our conference attendees,” explains Dan Galli CFP®, President Elect of the FPA-MA. “In addition to being a true differentiator for our advisor and sponsor community, AdvisorAdit can help us understand our current membership and develop means to attract new members and sponsors to our chapter.”
AdvisorAdit is enabling conference participants, organizers, and sponsors to leverage the power of mobility and digital media while providing meaningful insights to conference metrics and trends. These conference capabilities further AdvisorAdit’s commitment to meet the needs of advisors looking for alternative ways to capture relevant information to manage their businesses and help sponsors build strong relationships.
About the Financial Planning Association™ of Massachusetts
Since the year 2000, the FPA™ MA has sought to foster the value of financial planning and advance the financial planning profession in the Bay State. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA™MA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant. Learn more about FPA-MA at www.fpama.org.
Regulatory Maven, a compliance and business consulting firm serving SEC and state‐registered investment advisor (RIA) firms as well as FINRA‐registered broker‐dealer firms, recently announced a strategic partnership with AdvisorAdit to offer an industry‐first on demand information delivery service.
Registered Investment Advisors (RIAs) subscribing to Regulatory Maven's online compliance service will soon be able to use AdvisorAdit to access any Regulatory Maven content on demand with full reporting and archiving capabilities. By leveraging AdvisorAdit's cloud‐based service and advisor‐centric taxonomy, advisors can access this critical information anytime, anywhere and with any leading device.
“Regulatory Maven is committed to helping advisors understand not just what they need to know but how to comply with changing regulations within the context of their businesses,” said Dennis McCarron, CEO and co‐founder of Regulatory Maven. McCarron added, “We help advisors integrate compliance into their daily activities and work flows; therefore we felt the opportunity to leverage AdvisorAdit to deliver our expertise ‘on demand’ could greatly differentiates us in today’s competitive environment.”
Martha Gallagher, Managing Partner and co‐founder of AdvisorAdit said, “With Regulatory Maven’s commitment to delivering content to advisors when they need it most, it was easy to see that AdvisorAdit and Regulatory Maven had a strong incentive to work together and deliver true innovation to our shared client bases.” Regulatory Maven clients are invited to use all of AdvisorAdit’s features and connect with its growing base of sponsors and providers in the advisory community. Other AdvisorAdit clients will benefit from accessing vital and valuable compliance insights through Regulatory Maven's compelling white papers. This service is expected to commence in the third quarter, 2013.
About Regulatory Maven
Regulatory Maven, Inc. was founded in May 2013 by Dennis McCarron and Steve Kenda. The company is located in Londonderry, New Hampshire, and provides a complete suite of securities compliance services to Broker‐Dealer and Registered Investment Advisor firms including compliance consulting and testing. Regulatory Maven delivers distinctive expertise and exemplary results. Check out Regulatory Maven at www.regmaven.com.
We are pleased to announce that Joseph Kuo has joined our Advisory Board. Through Joe's extensive financial services PR and communications experience, Joe brings an enormous understanding of the industry and the stakeholders who shape it. His influence has already been felt as we sculpt a go-to-market strategy. Click here to see Joe's complete bio.
AdvisorAdit and the Financial Planning Association of Massachusetts (FPA MA) recently announced that AdvisorAdit has joined the FPA MA Platinum Partner program. As part of this partnership, access to the AdvisorAdit platform will be offered to all active members of the FPA MA who are practicing advisors. AdvisorAdit is an independent, confidential channel where advisors can harness valued provider information, along with their own content, to help grow their business. “We at the FPA MA are pleased to have AdvisorAdit join our Platinum Partner program and are excited to offer this new benefit to our membership,” said Peter Jaworski CFP®, President of FPA MA.
AdvisorAdit’s proprietary cloud-based technology gives advisors a competitive edge by facilitating access to the relevant information they need anywhere, anytime and with most leading devices. It allows providers a targeted channel through which to distribute content.
Barrett Costello, Director of Communications, FPA MA noted, “We hear day in and day out that members are inundated by email and need a better way to interact with their valued sponsors and providers, especially those that support our organization. AdvisorAdit empowers advisors to access the content they value most from the providers they choose – all in one place.”
AdvisorAdit believes that advisory practices are better able to grow when all members within their firm share a common base of relevant information. With an AdvisorAdit subscription, all associates can access and collaborate on important content - including their own. Users can view, store, tag and comment on all pieces posted to AdvisorAdit. Sponsors working with the FPA MA can also take advantage of this program with substantial discounts.
About the Financial Planning Association™ of Massachusetts Since the year 2000, the FPA™ MA has sought to foster the value of financial planning and advance the financial planning profession in the Bay State. Our 900 members are dedicated to the financial planning process, which entails establishing personal and financial goals and creating a way to reach them. FPA™MA believes that everyone needs objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the planner should be a CFP® certificant.
Learn more about FPA MA at www.fpama.org.
Our AdvisorAdit is pleased to report that Gary Gallagher has joined our Advisory Board. Gary offers extensive experience in the RIA and independent broker/dealer market place. His knowledge of advisors, their needs and overall industry trends will help guide AdvisorAdit’s product development. Click here to see Gary's complete bio.
Our Advisory Board and colleagues met in Boston to share AdvisorAdit’s progress to date and its 2013 launch plan. To learn more about our Advisory Board, click here.
The AdvisorAdit team headed out to Denver to meet the Chapter leaders from 95 chapters across the country. AdvisorAdit introduced their FPA discounted pricing program and strategized with attendees on how AdvisorAdit can make a difference at the Chapter level.
AdvisorAdit has taken the lead to become a premier institutional sponsor of the FPA. We are pleased to be associated with the nation’s leading planning association serving over 23,000 members. AdvisorAdit also wishes announce a special FPA Members discount program. When AdvisorAdit goes live in 2013, FPA members will immediately enjoy unique benefits including substantial discounts to their annual memberships. See Link
AdvisorAdit is pleased to announce that Thomas White International, LTD will be participating in our Pilot Program. Soon, enrolled advisors will be able to seamlessly access content provided by Thomas White anytime, anywhere and on any leading device. Gabriel McNerney, Vice President and Director SMA/Fund Relationships noted "We are becoming increasingly aware that independent advisors want information on their terms. This offering is great for us and more importantly our clients and prospects."
AdvisorAdit is proud to have made its debut at the Mass Chapter of the FPA’s quarterly meeting at Bentley College. AdvisorAdit felt that FPA members would uniquely benefit from AdvisorAdit by efficiently managing provider and their own content on this new and innovative platform. Chapter members were offered an opportunity to participate in our upcoming Pilot Program and gain 1 year subscription of AdvisorAdit for free.
“If you are attending the quarterly chapter meeting on Friday, please stop by the AdvisorAdit table. They are a new exhibitor; a start-up providing a new service to advisors and wholesalers alike. If you are burdened by endless emails from wholesalers and providers, here is a way to cut down the load, but have ready searchable access to all of the content when you want it. They will store all the information for you in "the cloud" as well as archive other files you might wish to have for future use. AdvisorAdit is a start-up firm that is just about to roll out their new product. They are now entering their pilot phase of final development.
Their offer to you - sign up for their service now and you will have use of the service for one full year at no charge. You get a year of service and you can help shape how this tool will benefit you as it evolves. They will go to full service release early in 2013, but you will get a year free. At FPAMA we are considering a partnership whereby you'll get steeply discounted rates after your free year. Stay tuned to hear more in the future. Of course there is a price for your free year; your input to them about the product and its use. Not a bad deal.
If you can't attend the quarterly meeting, you can still participate. Contact Steve Buscema. He'll get you set up.
AdvisorAdit is pleased to present its Board of Advisors. This Board is a vital team offering insight and guidance as we develop products and services to meet the needs of the rapidly growing independent advisor community. Ruth Papazian of Papazian Consulting, drawing on her extensive industry experience, is instrumental to building our brand and articulating our value proposition to the marketplace. David Meredith of the Gartner Group offers grounded insight on AdvisorAdit’s technology strategy and vision. Gerry Capone of State Street Bank provides advice and support regarding AdvisorAdit’s technology architecture and systems development efforts. Craig Starble, with extensive executive and entrepreneurial experience, provides AdvisorAdit guidance on its overall business strategy.