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Your Wealth Management Team

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:

  • Portfolio construction
  • Investment recommendations
  • Investment research
  • Trust services
  • Wealth Management training and education services
  • They provide personal support and coaching necessary to maximize your sales efforts and focus on enhancing your skills and strategies for effectively sharing the value of your services. they will will work with you directly on areas of need -- from Engaging with prospects, Describing product and service solutions and Discussing fees and costs to Positioning products and services for specific needs and
  • Strategies for sales efficiency and productivity

Our team provides consultative services including:

  • Personalized Sales Support Consultants -- available over the phone to provide platform expertise and access to resources: Implementation strategies and tools to streamline managing your business, advisory platform comparison and differentiation, platforms fees and pricing

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.

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