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. View examples here.

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
You get:   ·         One-click preparation of customized, high impact marketing presentations. You can view examples of the customizable content available through Forefield Advisor.  Learn More>> ·         Powerful search tools that diminish research time. ·         Consistent and comprehensive financial planning presentation templates that generate new client relationships.
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

Additional Benefit: 45 day free access for Forefield Newsletters, followed by a 20% discount if you subscribe.