Partners
Partners

Integrated Partner Program

At Northeast Planning Associates, we have had significant success in developing professional partnerships through our Integrated Partners Center. We believe our proven program for partnering with CPAs and Credit Unions is one of the best in the industry. This lead generation program has provided significant income to our Advisors and partners and can do the same for you. NPA’s back office support for this program includes:

Presentation to key decision makers to outline the advantages of working with NPA Advisors

  • We generate interest with CPAs and Credit Unions by utilizing our industry contacts and proven approach letters.
  • Our senior management, along with you the Advisor, present to key decision makers to explain our investing philosophy and program management.

Practice Profile and Marketing Meeting

  • The Practice Profile is an invaluable assessment of the CPA or Credit Unions’ practice infrastructure.
  • Through the information gathered in the Practice Profile, we build a customized marketing plan designed for each partner.
  • An initial marketing meeting is held with the Advisor and the partner to launch the initiative and provide for ongoing lead generation activities.

Ongoing marketing assistance to generate leads and promote financial services among clients and members

  • The newest program tools, techniques and services to communicate the value of financial planning are always in development by our marketing team and will be introduced on an ongoing basis to you and your partner.

Ongoing relationship management

  • Our program is reinforced through ongoing contact, as well as annual events and periodic reviews with our partners.
  • NPA will continue to monitor the overall health of the program and make appropriate improvements as the competitive landscape continues to evolve.

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.