The BPA Experience - Who we are
As a member of BPA, you'll connect with leaders from all sectors of the financial services industry: CPAs, estate attorneys, financial planners, investment advisors, life insurance agents, property and casualty insurance agents and other professionals. Membership not only opens up a world of opportunity, but it also provides a wealth of resources to make your business more efficient and productive.
To be exceptional in this business, you'd need to spend years becoming an investment advisor, a CPA, an attorney, a life insurance producer, a property and casualty agent and a Certified Financial Planner. You'd also have to spend many more hours keeping up to date on new developments in each field.
That's why Best Practices of America was developed in 2003. It was evident that for financial professionals to excel in meeting their clients' increasingly complex needs they needed to be able to connect with other experts in different disciplines. Best Practices is dedicated to improving its members' business capabilities and helping them grow their client base.
We've created web conferences, regional study groups, referral strategies, and incredible annual symposium and a first-class magazine to spotlight and share our collective expertise.