study group opportunities, and joint ventures – include professionals such as CPA’s, attorneys, investment advisors, life insurance agents, property and casualty agents and others. Our members are working to deliver the most innovative and sound financial advice to America’s most qualified clients. Think about opening up your own practice to other financial planning tools and techniques by leveraging your fellow members’ expertise. With fellow Best Practices members at your disposal, you have vastly broadened your client base and greatly enhanced your business.
Our member benefits include an annual symposium; a directory of top financial planners interested in engaging in join-work opportunities; the opportunity to serve a larger client base; educational web casts; and online and print marketing for you, your business and services.
I invite you to complete a Membership Interest Form, which is a downloadable form located in the membership area of the web site. After faxing the form to Best Practices, one of our representatives will then contact you for a consultation with a current member – the best person to describe membership benefits.
Again, thanks for your support, and as always, please feel free to call me at (619) 840-1222 if you have any questions. I look forward to talking with you.
Yours truly,
Michael T. Rodman
President
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