Your clients look to you for answers. Whether it's for information on industry trends, financial concepts or legal and tax updates, Advisor Briefcase arms you with the resources you need to keep clients informed and educated, instantly.
Clients expect it all from their advisor. With the Advisor Briefcase® marketing communications tool, advisors can meet individual client needs without overextending themselves. Categorize your clients based on interest, investment style or any other differentiator to easily send FINRA-reviewed content specific to their financial needs and goals. When you keep clients informed and educated, you move from advisor to their indispensable partner.
Spend more time in front of current and prospective clients and let Advisor Briefcase take care of manual processes like sending regular emails. Our articles, newsletters and visuals created by industry experts can provide objective information, while you personally answer direct client questions. Provide your expertise where it is needed and use technology to fill in the gaps.
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