Welcome to the Frequently Asked Questions (FAQ page). Below, we have tried to answer the most common questions visitors to our Web site may have. If you find that your question is not answered on this page, please email us at info@thefpg.com or call (781) 989-2000.

Q: What tools does the FPG use to help its clients?

A: SmartOffice Online is our core tool. We also use an innovative simulation tool called the Financial Productivity SimulatorTM (FPS TM).

Q: What does the FPG solution cost?

A: Please call our office to discuss pricing


Q: I currently have a CRM application and a seperate FNA application. Why should I consider FPG?

A: FPG offers a results oriented integrated solution that not only consolidates all the tools a successful, growth oriented financial advisor needs on one dashboard, but ensures best practices through a constant high-touch model coupled with business simulation and validation.


Q: Do you provide consulting to individuals?

A: We work with growth-oriented Financial Advisors, with all levels of experience in the industry.


Q: Do you specialize in any industries within the sales profession?

A: We are specific, focused on working with Financial Advisors and Financial Advisory Firms. Our experience in this industry gives us a unique understanding of a Financial Advisors business.


Q: Where are you based?

A: We are based in Boston, Massachusetts with our meetings conducted/held primarily in our clients’ offices. We currently serve the New England and Rhode Island area, with expansion into Philadelphia, New Jersey and New York. We do accept requests to travel to other locations within the U.S.

Q: What is coaching and how is it different to consulting?

A: Coaching and consulting share some similarities, however there are subtle differences.

Consulting is defined as "engaged in the business of giving advice to others in the same field". Consulting usually provides analysis and recommendations on specific areas which require change or improvement. Consulting provides a solution and it is up to the client to choose whether or not to implement.

Coaching can be viewed as a partnership, with the coach and the client working together to achieve certain goals. Coaching, like consulting, will also provide analysis and recommendations on specific areas which require change or improvement. However, this is an ongoing relationship, with the coach providing constant motivation, feedback and support.

According to the International Coach Federation,

"Professional coaches provide an ongoing partnership designed to help clients produce fulfilling results in their personal and professional lives. Coaches help people improve their performances and enhance the quality of their lives. Coaches are trained to listen, to observe and to customize their approach to individual client needs. They seek to elicit solutions and strategies from the client; they believe the client is naturally creative and resourceful. The coach's job is to provide support to enhance the skills, resources, and creativity that the client already has."