Grow Your Practice with Best-in-Class Financial Wellness.
GRP Advisor Alliance, in partnership with Financial Finesse – the leading provider of unbiased workplace financial wellness programs in the country – provides an innovative and cost-effective way for advisors to differentiate themselves by delivering holistic financial coaching and guidance that helps employees improve their financial wellness. Financial Finesse's programs are proven to change lives and are provided by CERTIFIED FINANCIAL PLANNER™ professionals who do not sell any financial products or manage assets.
Through this partnership, you can leverage Financial Finesse’s success as the largest independent provider of custom financial wellness benefits for Fortune 1000 clients to offer your clients access to an unbiased financial wellness program, drive deeper conversations with plan sponsors, and ultimately achiever better participant outcomes without draining your valuable time and resources.
Exclusive access to the same award-winning financial wellness services used by:
Financial Wellness Services
Behavior Change Results
Financial Coaching – Not Advice
All Personal Financial Coaches
- Have CFP® designation
- Minimum 10 years of financial planning experience
- 100% unbiased
- Pass an eight-step recruiting process
- Trained in psychological and behavioral finance techniques
TEAM CREDENTIALS INCLUDE:
CFP® | CPA | CFA® | PhD | JD | MFP | MSFS | MBA | ChFC | PFS | AFC | CEB
Financial Finesse Testimonial: Kathleen Rueth, HR
Additional Helpful Resources
- Research Report: Society of Actuaries Award-Winning ROI Report
- Case Study: How Long-Term Engagement in Financial Wellness Influences Retirement Preparedness
Get Started Today!
The process is simple. We’ve made it turnkey and provide full-program support for you and your plan sponsor. Contact us to get started today.