Exceptional Access to Exceptional Resources
Intellectual |
Technological |
Operational |
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independent investment research, including portfolio models and constantly updated recommended-investment lists financial planning professional support staff asset management professional staff insurance professional support staff practice management support that includes business development programs, case studies, best-practices sharing, libraries, research subscriptions, even space, facilities and back-office-staff support, and much more managed accounts private equity investments business consulting support tax planning support estate planning support retirement planning and retirement plan support trust services |
analytic and planning software, the latest and best account management software, the latest and best advisor extranet affording immediate access to vast information, tools, and materials, including department-specific information, investment research, forms, schedules and more automated online processing for new accounts, trades and routine administrative tasks to streamline account management and free time for client service and client development online, two-way communications to alert advisors to time-sensitive, account-specific items requiring attention sophisticated control procedures to assure regulatory compliance |
a team of experienced pros to help advisors handle every operational need marketing support that includes client and advisor events, meetings and seminars; advertising and publicity programs; presentation and proposal materials; other print and online client materials; publications; and more compliance - professional support, not policing continuing professional education and development programs - wide variety, on-going expense-and-time-control vehicles to increase client-service and client-development time National Financial clearing, brokerage and other services |