|
First Affirmative Financial Network invites
you to be a part of our nationwide community
of investment professionals. We are
pleased to offer a unique package of benefits
to help you better serve the growing market
of socially conscious investors. These benefits
include access to the most comprehensive
suite of SRI-oriented resources available anywhere,
at deeply discounted prices.
Three levels of membership are available,
depending on your professional relationship with First Affirmative. If part of your business
is focused on the unique and growing market
of socially conscious investors, one of our levels
of Membership is designed for you.
This invitation includes:
- an overview of membership benefits,
- detailed benefit descriptions, including comparable retail prices [in brackets],
- a guide to our expectations of your values and conduct as a Member, and
- a subscription form with payment options.
It is important to note that Network members are expected to demonstrate certain standards of
competence, experience, commitment, and professional conduct as described in the linked “Values and
Conduct of Network Members” document. Membership may be rescinded if an advisor is found to be
substantially in violation of these expectations.
Questions?
If, after reviewing this information, you have any further questions regarding the 2010 Membership Invitation,
please contact Danielle Burns at danielleburns@firstaffirmative.com or 877.542.8583. Danielle and the rest of the First Affirmative team look forward to helping you make the most of your
membership.
2010 Membership Benefits Overview
Subscriber Level Members: $1,450
$1,650 after January 31, 2010 (no
Selling/Solicitor’s Agreement) |
Professional and Educational Benefits
- SRI in
the Rockies Conference Registration
- Registration for Summit BaseCamp (Pre-Conference meeting)
- FP Transitions Membership and Discounts
- Social Investment Forum Membership (optional)
Web-Based Services
- TransformativeInvesting@Ning
- First
Affirmative’s Advisor Services Website
- Online
Research Tools:
- IW Social Advisor from IW Financial
- Proxy Governance database
- AIF resources and fi360 tools
|
Publications
- Bob
Veres’ Inside Information
- GreenMoney Journal
Marketing Support
- Membership
Identification
Special Business Services
|
Selling Level Members: $1,200
$1,380 after January 31, 2010 (Selling/Solicitor’s
Agreement)
Selling Members receive all Subscriber Member benefits, PLUS these additional
benefits: |
Professional and Educational Benefits
- 2009
Conference Incentive Plan
Publications
- First
Affirmative’s Quarterly Publications
- Affirmative Thinking
- Market Commentary
|
Marketing Support
- Website
Listing
- Profile
(Web and Print)
- First
Affirmative Generated Investor Leads
- Marketing
Materials
- Use
of First Affirmative’s Tabletop Display
|
IAR Level Members: $2,300
$2,590 after January 31, 2010 (Advisor identified
on First Affirmative ADV and works under our RIA; First Affirmative
compliance and supervision; must carry AIF designation)
IAR Members receive all Subscriber and Selling Member benefits, PLUS these additional benefits: |
Professional and Educational Benefits
- Annual
AIF® Designation Fees Paid
- SIF
Listing as “IAR, First Affirmative”
Marketing Support
- Use
of FAFN IAR Logo
- Up to 4 State Listings in "Find an Advisor"
|
Special Business Services
- State
Registrations and E&O Insurance
- Business
Cards
- Stationary, Envelopes, Bookmark Templates
|
|
|
