Financial Partners Group
Financial Partners Group (FPG) is dedicated to helping advisors and their clients thrive through comprehensive resources, practice management tools, and a focus on integrity, reliability, and quality service. The firm emphasizes ethical standards, long-term relationships, and personalized support to enhance the client experience and advisor success.
Industries
Nr. of Employees
medium (51-250)
Financial Partners Group
Carmel, Indiana, United States, North America
Services
Customized transition compensation packages, onboarding checklists, dedicated transition team support, and one-on-one training on advisory operations and technology to facilitate advisor affiliation.
Comprehensive wealth management services including financial planning, multiple investment account structures, trust and lending solutions, insurance products, and household-level reporting.
Provision of a common planning platform and CRM, marketing support, training, best-practice sharing, and operational efficiencies including single sign-on and paperless workflows.
Multiple affiliation models allowing advisors to retain client ownership, bring or build teams, and choose compensation and registration structures.
Assistance with succession plan formulation, valuation questionnaires and templates, and guidance for buyers and sellers during practice acquisitions.
Operational checklists, business planning tools, compliance coordination, and leverage of wholesaler relationships to support marketing and client events.
Customized transition compensation packages, onboarding checklists, dedicated transition team support, and one-on-one training on advisory operations and technology to facilitate advisor affiliation.
Comprehensive wealth management services including financial planning, multiple investment account structures, trust and lending solutions, insurance products, and household-level reporting.
Provision of a common planning platform and CRM, marketing support, training, best-practice sharing, and operational efficiencies including single sign-on and paperless workflows.
Multiple affiliation models allowing advisors to retain client ownership, bring or build teams, and choose compensation and registration structures.
Assistance with succession plan formulation, valuation questionnaires and templates, and guidance for buyers and sellers during practice acquisitions.
Operational checklists, business planning tools, compliance coordination, and leverage of wholesaler relationships to support marketing and client events.
Expertise Areas
- Financial planning and wealth management
- Advisor transition and onboarding
- Practice management and CRM deployment
- Valuation, succession and M&A support for advisory practices
Key Technologies
- CRM platforms
- Financial planning software
- E-signature / digital signature systems
- Single sign-on (SSO) systems
News & Updates
15-year lookback: Learning from the global financial crisis
Analysis of market recovery, investor behavior, and lessons learned from the 2008 crisis.
Uncertainty & outcomes: Our decisions
Discussion on how the brain processes uncertainty and how to respond effectively in financial planning.
Tips to scam-proof yourself in 2025
Guidance on protecting oneself from financial scams and frauds in the coming year.
The good of gratitude
Exploration of how gratitude impacts financial and personal well-being.
Listening, understanding, guiding: Cresta Clawson
Introduction to Cresta Clawson's approach to wealth management and client service.
Working together with Cresta Clawson
Process overview for new clients to start their financial journey with Cresta.
15-year lookback: Learning from the global financial crisis
Analysis of market recovery, investor behavior, and lessons learned from the 2008 crisis.
Uncertainty & outcomes: Our decisions
Discussion on how the brain processes uncertainty and how to respond effectively in financial planning.
Tips to scam-proof yourself in 2025
Guidance on protecting oneself from financial scams and frauds in the coming year.
The good of gratitude
Exploration of how gratitude impacts financial and personal well-being.
Listening, understanding, guiding: Cresta Clawson
Introduction to Cresta Clawson's approach to wealth management and client service.
Working together with Cresta Clawson
Process overview for new clients to start their financial journey with Cresta.