FPA of MA Goes Mobile with ConferenceAdit

AdvisorAdit's Mobile Tools to Enhance Conference Attendee Experience
By: FPA of MA
 
BOSTON - Nov. 14, 2013 - PRLog -- Advisors attending The Financial Planning Association of Massachusetts

(FPA-MA) conferences can now access FPA-MA, presenter, and participating sponsor content directly on their tablets

and smartphones with AdvisorAdit’s industry-first conference app. Conference materials typically available to

advisors only in paper format will now be accessible via most Internet-enabled devices.

“An increasing number of advisors attending our conferences are bringing their tablets and smartphones. AdvisorAdit

allows us to provide our conference content to advisors right on the spot,” said Kristin Beane, Executive Director of

FPA-MA. “This is a great way to extend the reach of our presenter and sponsor materials beyond the conference,

with the added benefit of being “green.”

Advisors have the ability to search, store, comment and rate pieces as part of the service. In addition, advisors who

are part of an RIA firm will be able to immediately collaborate online with their colleagues on relevant content. The

FPA-MA and sponsors will receive aggregate level reporting on content usage, at no additional cost.

“AdvisorAdit’s demographics and analytics capabilities provide insight into the demands and interests of our

conference attendees,” explains Dan Galli CFP®, President Elect of the FPA-MA. “In addition to being a true

differentiator for our advisor and sponsor community, AdvisorAdit can help us understand our current membership

and develop means to attract new members and sponsors to our chapter.”

AdvisorAdit is enabling conference participants, organizers, and sponsors to leverage the power of mobility and

digital media while providing meaningful insights to conference metrics and trends. These conference capabilities

further AdvisorAdit’s commitment to meet the needs of advisors looking for alternative ways to capture relevant

information to manage their businesses and help sponsors build strong relationships. For more information visit

www.advisoradit.com.

About the Financial Planning Association™ of Massachusetts

Since the year 2000, the FPA™ MA has sought to foster the value of financial planning and advance the financial

planning profession in the Bay State. Our 900 members are dedicated to the financial planning process, which entails

establishing personal and financial goals and creating a way to reach them. FPA™MA believes that everyone needs

objective advice to make smart financial decisions and that when seeking the advice of a financial planner, the

planner should be a CFP® certificant. Learn more about FPA-MA at www.fpama.org.

About AdvisorAdit

AdvisorAdit LLC serves the growing Registered Investment Adviser (RIA) and independent advisor community by

bringing advisors and providers together through an exclusive, confidential channel where advisors can easily access

and curate valued provider content along with their own to more effectively manage their businesses. In addition,

sponsors and other providers can acquire and retain more substantial client relationships by delivering content to

advisors when they need it most, while gaining valuable insight into their practices. Learn more about AdvisorAdit at

www.advisoradit.com.
End
Source:FPA of MA
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Tags:Wealth Managment, Retirement Planning, Financial Planning
Industry:Financial, Internet
Location:Boston - Massachusetts - United States
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