Financial Productivity Group
If you are a Broker-Dealer or Brokerage General Agency
Implementing an advisor CRM platform is much more than just selecting software. You may have already experienced the advisor frustration and underachievement that comes without a clear understanding of advisor best practices and how to gain advisor trust to automate them.
Adoption results from that trust that only a peer can provide. Consolidating data into a single client portfolio view is fundamental to success but what is imperative is the belief that accepting the distraction of yet another project will improve sales and service effectiveness, client attraction and retention, and most importantly profitability.
The Financial Productivity Group delivers a peer level approach in providing unique practice management consulting and coaching solution to Financial Advisors and Financial Brokerage Firms. This offering blends process consulting with technology to deliver effective results driven answers to the challenges faced in today’s environment.
As a member of the OPUGEN Best Performance Catalyst Network, FPG collaborates to ensure a proper alignment of people, practices, and technology.
Specializations:
Consulting on strategic business development, operational efficiency evaluation, facilitating team development, growth and management; advisor practice automation; advisor coaching services; staff and skills augmentation; and workshops and training.
The FPG Team
Led by CEO, Peter Kaplan, FPG offers a team with extensive experience on the front lines of financial services. Peter earns advisor peer respect as he has won numerous LIMRA International Quality awards and qualified as a Member of the Million Dollar Round Table (MDRT) including Top of the Table and is a CERTIFIED FINANCIAL PLANNER™ certificant. Peter and his team have been assisting North American advisors and advisory firms since 2003.