WHEN: February 1 – 4, 2012

WHERE: Marriott World Center, Orlando, Florida, BOOTH # 423

We hope you will stop by and visit us — and enjoy our homemade cookies, too!

Download a PDF version of this case study here.

Download a PDF version of this case study here.

The IPS AdvisorPro® User’s Group is a new community on LinkedIn specifically designed for users of IPS AdvisorPro® to share tips, marketing ideas, best practices and the latest wealth management trends impacting the use of Investment Policy Statements.  We welcome all of our users to join by clicking here.

Interested in more information on the industry’s leading Investment Policy Statement tool, please join our weekly demo (Meeting 1: Introductory Tour) and/or  contact us at info@IPSAdvisorPro.com to learn more.

If you missed it at the conference AND/OR would like to learn more about IPS AdvisorPro®, we welcome you to LEARN MORE by joining us for our weekly demo (Meeting 1: Introductory Tour)!

Created BY Advisors FOR Advisors, IPS AdvisorPro® offers the ULTIMATE BENEFIT for creating Investment Policy Statements – FLEXIBILITY!  Since all IPSs are NOT the same, users can fully edit the content and flow of the (8 unique client-type) IPS templates to describe their unique processes and procedures, and tailor all client IPSs.  AND, with one click template edits can be broadcast to all previously created IPSs.  Unique supervisory controls are available, and current integrations include MoneyGuidePro™ and Redtail CRM.

 Download a PDF version of this case study here.

~ Innovative program will train interns at advisory firms to implement Investment Policy Statements as well as highlight ways to facilitate a successful internship

Miami, FL – June 13, 2011.  IPS AdvisorPro® announced today a new training program designed to enhance the intern experience at financial advisory firms by providing them with a technology focus as well as sharing the best practices for what makes a successful internship.  The IPS AdvisorPro® intern training program will provide training to interns to manage the Investment Policy Statement (IPS) process through the innovative IPS AdvisorPro® technology platform.  Additionally, the training program will offer tips, ideas, best practices and strategies for designing a meaningful experience that will position interns for a future career in the wealth management industry.

Click here  to download the PDF version of this Press Release.

“In our experience as managing principals of growing advisory firms, we’ve worked with dozens of interns over the years and have identified what makes a successful internship program for both the student and the sponsoring firm,” said IPS AdvisorPro® co-founders Norm Boone, CFP® and Linda Lubitz Boone, CFP®.  “Interns tend to be technology savvy and are eager to have a project that they can call their own and contribute to the organization in a meaningful way.  This program will provide the IPS and technology training to do that while also providing key insights on ways to maximize their time at their firms.”

IPS AdvisorPro® is built on the industry’s latest technology, capturing the many benefits of providing a secure, online tool that advisors can access any time and anywhere they have an Internet connection.  Powerful customization tools provide advisors the flexibility and functionality to tailor their IPSs to their client’s individual situation.  Additionally, if firms need to change or update their investment process or methodology, they can simply make those changes, and with one click, automatically update all IPSs across the firm.

The IPS AdvisorPro® Intern Training Program will consist of online training, webcasts and feature the advice of Linda Lubitz Boone, CFP®, and President of The Lubitz Financial Group, OR, Norm Boone, CFP®, and President of Mosaic Financial Partners, on how interns can make the most of their time with their firms, work effectively in their roles and learn all aspects of what a career in the financial services industry entails.

“Many advisory firms have a strong appetite for bringing on interns to help them in their business, yet struggle for what types of tasks and duties to assign them,” said Lubitz Boone and Boone.  “We believe that the IPS AdvisorPro® Intern Training Program will be a model for the industry and we look forward to working with the next generation of financial advisors.”

About IPS AdvisorPro®

Created by financial advisors for financial advisors, IPS AdvisorPro® is designed to work with all types of wealth management professionals and their practices.  IPS AdvisorPro® offers a flexible solution to creating and managing Investment Policy Statements that are easy to use through an encrypted, secure web-based environment.  With over 1,400 users and over 31,000 IPSs created, IPS AdvisorPro® is the industry’s leading technology solution.  IPS AdvisorPro® was named in 2006 by Morningstar’ Technology Editor as the “Software of the Year” and was a CPA Wealth Provider “Financial Planning Awards Winner” in 2009.  For more information, please visit www.IPSAdvisorPro.com.

For more information, please contact: 

IPS AdvisorPro®: Linda Groden, 330-724-7145, lindag@IPSAdvisorPro.com

Please click here to read Larry Barrett’s article (Financial Planning Online, Mary 23, 2011), which describes the content of the session conducted by Ron Rhoades.

~ Innovative Platform Will Provide United Planners Financial Services with Web-based Tools for Creating Investment Policy Statements~

Miami, FL and Scottsdale, AZ– May 23, 2011.  United Planners Financial Services announced today the selection of IPS AdvisorPro^® to provide their sales force with advanced investment planning tools for developing Investment Policy Statements (IPS). 

Please click here to download the PDF version of this Press Release.

“In this era of financial services industry reform and a focus on a fiduciary standard of care, the use of IPSs have become critical for financial advisors to use with their clients,” said co-founders Norm Boone, CFP^® and Linda Lubitz Boone, CFP^®.  “The IPS is rapidly being embraced by the industry as the go to document and record of the agreements between financial advisor and client about how their money will be invested to ensure compliance with new regulations and to protect the firm from liability exposure.” 

As part of the arrangement, financial advisors affiliated with United Planners Financial Services will have access to preferred pricing, education and training on customizing and using comprehensive IPSs in their practice. 

“We are constantly looking for ways to enhance our offering to our financial advisors and their clients.  IPS AdvisorPro® is a great example of how innovative online technology provides effective solutions,” said Billy Oliverio, Vice President of Investment Advisory Services at United Planners Financial Services.  “The IPS AdvisorPro® platform provides the ability to easily create, update, archive and produce IPSs in an efficient manner.  The capability to provide customizable IPSs is one of several examples that position our financial advisors as true investment professionals with their clients.  These are the types of strategic partnerships that truly bring value to our financial advisors and their clients.” 

United Planners and IPS AdvisorPro® are unaffiliated companies.

About United Planners

United Planners is a full-service independent broker/dealer and registered investment advisor that is uniquely structured as a limited partnership that provides ownership opportunities to their financial advisors.  United Planners was established in 1987 and is a nationwide firm that provides independence and flexibility that is supported by a strong back-office that is committed to technology, service, marketing, compliance, operations, insurance services and advisory services.  United Planners has strategic relationships with various financial planning and open-architecture service providers in the retirement plan marketplace to provide their financial advisors the tools and resources to continue to build their business while adhering to high fiduciary standards.  For additional information, visit United Planners’ web site at www.joinunitedplanners.com. Member FINRA, SIPC

About IPS AdvisorPro®

Created by financial advisors for financial advisors, IPS AdvisorPro^® is designed to work with all types of wealth management professionals and their practices.  IPS AdvisorPro^® offers a flexible solution to creating and managing Investment Policy Statements that are easy to use through an encrypted, secure web-based environment.  With over 1,400 users and 29,000 IPSs created, IPS AdvisorPro^® is the industry’s leading technology solution.  IPS AdvisorPro^® was named in 2006 by Morningstar as the “Software of the Year” and was a CPA Wealth Provider “Financial Planning Awards Winner” in 2009.  For more information, please visit www.IPSAdvisorPro.com.

For More Information, please contact:

 IPS AdvisorPro^®: Linda Groden, 330.724.7145, lindag@IPSAdvisorPro.com

 United Planners Financial Services: Partner Development, 800.966.8737

~ 5 year milestone marks rapid growth of innovative technology platform and industry adoption of Investment Policy Statements as the key tool to manage client relationships

Please click here to read more.