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NPA: the Support You Want, the Services You Need

At Northeast Planning Associates, Inc. we designed our suite of services to provide our advisors with the comprehensive support required to build, manage and grow a successful practice. Developed over more than 50 years in business, our understanding of and commitment to our advisors is evident in everything we do.

Practice Management

Practice management is a core offering at NPA – and the primary reason Advisors affiliated with us are so successful. Through our practice management activities, Advisors have an excellent opportunity to take their practices to another level.

Key Practice Management Activities

  • Practice Management Coaching
  • Business Development Programs
  • Business Continuity Planning
  • Succession Planning
  • Practice Acquisitions and Planning

Advisor Collaborative Opportunities

NPA Advisors can enjoy the best of both worlds: the freedom to operate and grow their practice independently, while also gaining access to a vibrant, collaborative community of professionals sharing experiences and innovations.

Key Advisor Collaborative Opportunities

  • Firm Meetings (three times per year)
  • Financial Advisor Study Groups
  • Advisor University featuring Advisor-Developed Training

Business Development Resources

Establishing new sources of potential clients is integral to an advisor’s long-term success. We have the strategies and program in place to continually help you develop your practice.

Key Business Development Resources

  • Integrated Partners Program (CPAs, Attorneys and Financial Institutions)
  • In-House Advisor Marketing Solutions
    • Branding
    • Client Retention
    • Demand Generation
    • Public Relations

Business Growth Resources

Growing, dynamic firms are our goal. Helping you achieve your long-term goals and success is at the heart of what we do. We have experience helping firms grow and get to the next level.

Key Business Growth Resources

  • The Planning Center
    • Proprietary planning tools and software programs
    • Proposal and Financial Planning Generation Services
    • Internal NPA Investment Product Review & Due Diligence
    • Research and Resources for Designing and Implementing Client Proposals
  • Strategic Retirement Plan Consulting

Business Operations

Whether you are an independent advisor looking for strong support services or coming from a “captive” position at a large financial advisory corporation where you are used to administrative duties being handled by someone else, we have you covered.

Key Business Operations Options

  • Monitoring and Maintaining Compliance Requirements
  • Problem Resolution Assistance
  • Back Office Administrative Support and Training
  • Virtual Administrative Services (VAS)
  • Onsite Administrative Transition Assistance
  • Financial Transition Assistance

Technology

Utilizing technology streamlines workflow and increases productivity, allowing Advisors to spend more time where they need it most – with current and prospective clients. NPA offers access to industry-leading technology platforms, giving Advisors a strategic advantage over their competitors.

Key Technology Systems

  • Approved Office Paperless System
  • Salesforce.com Customer Relationship Management (CRM)
  • Advisor Exchange Intranet
    • Marketing Library
    • NPA Advisor University program
    • Compliance Updates
    • Integral Corporate Communications

Download “Achieving More – The NPA Advantage” for more information regarding our advisor services.

Contact us today to discuss how NPA can help you build your practice, maximize value, and better serve your valuable clients.

Northeast Planning Associates, Inc.
43 Constitution Drive, Bedford, NH 03110 (Show Map)
800-255-8452 |


Advisory services may be offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser, or LPL Financial, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. NPA and LPL Financial are not affiliated.

The financial professionals associated with this site may only discuss or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, LA, ME, MA, MN, MD, MO, MT, NC, NV, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA, WI, DC.