SPS Family Adding APEG to TechStack

SPS Family Adding APEG to TechStack by Kristi Delongchamp

Ann Arbor, MI – [January 24, 2020] – The SPS Family has expanded its robust TechStack to now include memberships for registered representatives with Advanced Planning Educational Group, Inc. (APEG).  This partnership provides all SPS Family financial advisors the opportunity to access APEG’s learning programs and financial planning resources at no additional cost within their affiliation fee.

APEG is a national financial planning membership community, providing financial professionals an energetic learning platform, a practical planning approach, and the tools and resources to better serve their clients. Ruth Flynn Raftery, APEG’s President & Co-Founder, explains: “Advanced Planning Educational Group supports the efforts of Comprehensive Financial Planners through planning resources, on-going education, and a community of like-minded professionals.”

The SPS Family is thrilled about this new relationship. Kristi Delongchamp, Manager of Firm Development, explains: “We look forward to fully engaging in our partnership with APEG. As a firm, we always look for ways to support and invest in our advisors and their practices.” She continues, “We believe our APEG relationship will provide valuable resources for our advisors as they move deeper into financial planning.”

Jeffrey Hoenle, CEO and Co-Founder of APEG, is also enthusiastic about the partnership. He says, “We are excited to partner with the SPS Family as a resource for both experienced and next-gen advisors to help them deliver the latest in comprehensive financial planning to the individuals and families they serve.”

In addition to the APEG addition, the SPS Family’s TechStack provides its advisors a CRM system, risk management software, financial planning software, marketing tools, invoice tracking, credit card processing, and much more. The SPS Family includes all of these core tech components within the advisor affiliation fee.

To find out more about the APEG partnership or the SPS Family’s TechStack, contact Kristi Delongchamp at (888) 744-6264.

We DELIVER great service to independent representatives! To learn more, contact Kristi Delongchamp at (888) 744-6264 or kmdelongchamp@bdops.com.

About SPS Family

The SPS Family consists of two broker-dealers, Sigma Financial Corporation and Parkland Securities, LLC; a Registered Investment Advisory firm, Sigma Planning Corporation; and a back office, known as BD Ops, LLC. The companies, based in Ann Arbor, Michigan, are under common ownership and led by an experienced executive team. The SPS Family prides itself on personal service to independent registered representatives and investment adviser representatives from across the United States. We consider our representatives family as we strive every day to provide them “Independence. DELIVERED.”

300 Parkland Plaza | Ann Arbor, MI 48103 | 888-744-6264

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