Forefield Advisor is a web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients.
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Are you looking to?
· Respond quickly and accurately to client questions
· Explain planning strategies and financial concepts to clients using consumer-friendly materials
· Earn new business by identifying planning needs |
Key Benefits to using Forefield Advisor
· Boost productivity
· Build long-lasting client relationships
· Find planning opportunities |
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You get:
· One-click preparation of customized, high impact marketing presentations
· Powerful search tools that diminish research time
· Consistent and comprehensive financial planning presentation templates that generate new client relationships
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Key Features:
· 3,000+ resources
· Powerful search engine
· Real-time e-mail alerts and updates |
· 2 Page client concept pieces
· 3-4 page case studies
· Personalized Client Presentations |