Getting ahead with LinkedIn Sales Navigator
33% of advisors focusing on LinkedIn as their primary social network are paying for a premium account – 88% of those are using Sales Navigator.
Advisor Tech Tips
Stay on top of trends in mobile technology, software, and social media.
Advisors expand use of text messaging
People tend to respond faster to a text message than email — a fact that is leading a growing number of advisors to use text messaging to reach clients.
Fund and portfolio analysis for free, anytime, anywhere
Use FundVisualizer to evaluate more than 30,000 funds, ETFs, and indexes, from across the industry.
Create and model portfolios for your clients
Use the model portfolio feature in FundVisualizer to compare historical returns of different portfolios and their allocations across various market environments.
Explore funds with FundVisualizer
Use the fund explorer feature in FundVisualizer to discover new investment opportunities for your clients.
Import your fund data into FundVisualizer
To save time, use the data import feature in FundVisualizer to quickly move your fund data from a spreadsheet directly into the tool.
Share your investment ideas with clients
Use the PDF Creator in FundVisualizer to create and share customized shareholder-approved reports directly from the tool.
Create hypotheticals with FundVisualizer
Use the hypothetical tool in FundVisualizer to create custom hypos and model periodic contributions or withdrawals, before and after sales-charge, or the frequency of a rebalance.
Can prospects find you? Investors seek advisors using search engines
Search engines have become a critical starting point for investors seeking assistance from professional advisors. Are you easy to find?
Using emojis in client communication
Should financial advisors use emojis?