Chalice Network™ and the Society of Financial Service Professionals Join Forces to Create Industry’s Largest Combined Member Organization for Financial Advisors

May 20th, 2020 · 3 min read

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Chalice Network™ and the Society of Financial Service Professionals Join Forces to Create Industry’s Largest Combined Member Organization for Financial Advisors

"New partnership brings unity, strength and valuable resources to members — Chalice members can leverage FSP’s high-quality education and productive networking opportunities at a discounted membership while FSP members gain access to the Chalice Digital Marketplace for best-in-breed products, services, technology and tools."


Chalice Network™ announced today that it has partnered with the Society of Financial Service Professionals (FSP) to create the largest combined membership organization serving financial services professionals of all kinds. The collective members gain powerful economies of scale of a combined 60,000+ membership base, cost-saving operational efficiency through a single sign-on technology platform shared by both organizations, and enhanced margins and enterprise value.

“FSP’s extensive history of delivering outstanding educational programming and professional development assets to advisors proves they are the perfect partner for Chalice and our membership network; their expertise in education and wealth of resources crafted to sharpen advisors’ skills significantly expand the must have solutions the Chalice platform provides,” said Keith Gregg, founder and CEO of Chalice Network. “Our digital marketplace and technology platform correlates well with FSP’s benefits portfolio, allowing our members to leverage these new resources to better run, grow and protect their business., This new partnership greatly contributes to our commitment of bringing our members value every step of the way and reinventing independence for thousands of business owners nationwide – and we couldn’t be happier. We’re excited to welcome FSP members into our network, as well as allowing our members to access FSP’s world-class resources!”

The partnership with FSP will allow Chalice members to be part of an organization that will help enhance their technical expertise while providing opportunities to build a robust referral network. “Chalice is an excellent fit for FSP since their organization, like ours, serves all professionals in the financial service space and is committed to empowering its members to succeed,” said David Maola, JD, MBA, CEO of FSP. “The products and services Chalice provides are complementary to and dramatically enhance our current member benefits. In commemoration of this partnership, Chalice and FSP are offering a 25% reciprocal discount on membership fees to each other’s organizations – a win-win for both communities!”

About Chalice Network™ Chalice is a digital marketplace PaaS (Platform as a Service) with a community of 53,000+ small and midsize business consisting of financial advisors, RIAs, independent broker-dealers, CPAs, insurance agents, attorneys, and allied financial services professionals. Chalice was purposely built to give small and midsize businesses economies of scale, operational efficiency and enhanced enterprise value through the largest digital community and SSO technology platform they own and operate. To learn more, visit

About FSP The Society of Financial Service Professionals (FSP) is a distinctive association in financial services; membership is a multidisciplinary community of accomplished professionals—including CPAs, attorneys, insurance experts and financial advisors from all disciplines—reflecting the collaborative nature of financial services today. FSP has a long history of providing high-caliber education in a variety of formats (e.g., webinars, live programming, and audio programs) and authoritative publications, including the Journal of Financial Service Professionals, while offering a robust member benefit portfolio that evolves to maintain relevance. As the home of today’s experts and those who aspire to be tomorrow’s thought leaders, FSP remains true to its core values of education, relationships and ethics, delivering access to the world-class resources that are critical to success for advisors and their clients. For more information, visit

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