7381 W 133rd Street
We have a team of specialists available to train, educate and support advisors who are using our advisory products and services, our portfolio management tools and our technology and offerings to help you support your clients. Our team can support you with:
Our team provides consultative services including:
Field Managers’ Team - goes out to advisors’ offices to maximize the benefit of regular, personal guidance, training programs and one-on-one consultations. They provide point of sales support, thought leadership, study group facilitation, case analysis, business reviews and platform recommendations and education.