The Society of Financial Service Professionals (FSP) has partnered with San Diego-based Chalice Financial Network
to significantly expand its member benefits with a new selection of
tools to support the growth of their practice. The financial service
professionals belonging to each organization gain powerful economies of
scale and cost-saving operational efficiency through a single sign-on
technology platform and enhanced margins and enterprise value, while
enjoying access to industry-leading educational assets and impactful
connections to a potentially robust collaboration and referral network.
œChalice is an excellent fit for FSP since it, like FSP, serves all
professionals in the financial service space and is committed to
empowering its members to succeed, said David Maola, JD, MBA, CEO of
FSP. œThe products and services Chalice provides are complementary to
and significantly enhance our current member benefits. FSP has a
92-year history of delivering outstanding educational programming and
professional development assets to advisors, and emphasizes the
importance of building relationships as essential to an advisor's
success. Chalice's marketplace and technology platform is the perfect
correlate to FSP's benefits portfolio, connecting FSP members to people,
products, and services that will help their practices grow and thrive. The partnership with FSP will allow Chalice members to be part of an
organization that will help enhance their technical expertise while
providing opportunities to build a robust referral network. œFSP is the
perfect partner for Chalice and our membership network; their expertise
in education and wealth of resources that sharpen advisors' skills
dramatically enhance the must-have solutions the Chalice platform
provides, said Keith Gregg, Founder and CEO of Chalice Network. œOur
digital marketplace and technology platform correlates well with FSP's
benefits portfolio, allowing our members to leverage these new resources
to better run, grow, and protect their business, he added. In recognition of the value and importance of this partnership,
Chalice and FSP are offering a 25 percent reciprocal discount on
membership fees to each other's organizations. œFSP looks forward to
welcoming Chalice members into membership in FSP, said Maola. œAnd we
are equally excited to give our members access to the Chalice Digital
Marketplace. About FSP (www.societyoffsp.org) The Society of FSP is a distinctive association in financial
services; membership is a multidisciplinary community of accomplished
professionals”including CPAs, attorneys, insurance experts, and
financial advisors from all disciplines”reflecting the collaborative
nature of financial services today. Source - https://www.newswire.com/news/society-of-fsp-and-chalice-network-join-forces-21148885
| Company Name | Contact Person | Contact Number | Email Id | Website | Address |
|---|---|---|---|---|---|
| SOCIETY OF FINANCIAL SERVICE PROFESSIONALS | 18003926900 | arigney@societyoffsp.org | https://national.societyoffsp.org/ |
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