Get with the iN Crowd
Forefield Provides Real-Time, Web-Based Access to More Than 3,000 Articles, Illustrations, Tables, and Interactive Tools
You’ll be able to deliver current, concise and compliant advice to clients with Forefield Advisor. Forefield provides real-time, web-based access to more than 3,000 articles, illustrations, tables, and interactive tools that were written to satisfy NASD compliance requirements and that are continually updated. The content is grouped into financial goals and cross-indexed by life events to simplify your searches.
Stay on top of planning opportunities with:
- E-mail alerts on recent legislation and industry changes that create new sales opportunities
- Life-event planning checklists, related articles, and decision tools
Boost productivity with:
- One-click preparation of customized marketing presentations
- Powerful search tools
- Financial planning presentation templates
Build long-lasting client relationships by:
- Responding quickly and accurately to client questions
- Explaining planning strategies and complicated financial concepts to clients using consumer-friendly materials
- Using Forefield Advisor life event indexing to help identify all planning needs for key life transitions
Use Forefield’s CE services to support you industry designation CE requirements: Free course credit available for CFP® certificants, as well as ChFC® CLF®, CLU®, RHU® and REBC®.
Forefield is the foremost provider of real-time sales, education, and presentation solutions for financial institutions and advisors. Forefield’s Web-based solutions facilitate the communication of client-focused financial planning knowledge and advice that is current, concise and compliant.
Program only available to Investment Adviser Representatives.
