FPA and Ruby partner for financial planning business success.

The Ruby® Receptionists team has partnered up with the Financial Planning Association® (FPA®) to bring support to the CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals community! We’re excited to work with FPA to create exceptional client experiences that earn trust and grow wallet share!

“This relationship will enable FPA members to take back valuable time so they focus on their clients’ needs. We are pleased to partner with Ruby Receptionists to help financial planners build stronger client relationships, which may lead to an elevated level of business success.”

-FPA Executive Director/CEO Lauren M. Schadle, CAE.

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