Practice management and business growth tips
Get exclusive access to white papers, webinars, brochures, and more on topics to help you grow your business and better serve your clients. About 2 per week.
FPI product launches and announcements
Stay up-to-date on new products, strategies, platform availability, expansion opportunities, and more from Flexible Plan. About 1 per week.
Events
Connect with your regional business consultant and other Flexible Plan representatives at conferences, regional events, virtual lunches, and more. About 2 per month.
Weekly update
Get our weekly performance reports, fund holdings, and other market data, plus exclusive content from FPI’s president and founder Jerry Wagner, the FPI Research team, and other industry experts. About 2 per week.
By selecting this option, you will continue to receive important business, client, investment, and market notifications from us. We hate to see you go, but if your needs change, you can update your preferences anytime.
