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Home > Growing Your Practice > Marketing Tools
 
 
The Investment Center, Inc
 1420 Route 206 North, Bedminster, NJ 07921
Contact The Investment Center, Inc: (800) 345-8041
© The Investment Center, Inc - All Rights Reserved | Member FINRA/SIPC
  

 

Forefield Advisor

A web based sales, education and client communication tool that enables you to deliver current, concise, and compliant advice. 

 

 

 

Utilize Forefield.com's resources to respond quickly to client requests or business opportunities with comprehensive reports, illustrations and articles on today’s most popular financial planning topics.  Forefield Advisor contains 3000 articles, illustrations, worksheets, tables, and interactive tools written to satisfy FINRA compliance requirements.

 

Features include:

  • Prepare customized high-impact marketing presentations in a flash using our client management features.
  • Save valuable research time by relying on Forefield Advisor's user-friendly navigation to find the information you need.
  • Generate new revenue quickly by using Forefield Advisor's consistent and comprehensive financial planning materials as a training resource for new advisors.
  • Respond quickly and accurately to client questions.
  • Explain planning strategies and complicated financial concepts to clients using our consumer-friendly materials.
  • Earn new business by using Forefield Advisor to identify planning needs.

 

       

 

MarketingLibrary.net

The professionally-written marketing messages you need – right at your fingertips, 24 hours a day. Over 1600 messages are currently available for download, all written by seasoned, professional financial copywriters. These high-impact messages include client letters; pre-written financial articles; weekly, monthly, quarterly and annual economic updates; invitations and more. New content is added every week.

 

 

 

Peter Montoya's MarketingLibrary.net is a collection of over 2,000 marketing messages, client generation letters, articles and event invitations that may be compliance pre-approved or approved at the click of a button.

   

Here's what you'll find at MarketingLibrary.net: 

  • A Weekly Economic Update that you can easily send to clients, prospects, friends and family.
  • Client Maintenance Communications: Thank you, congratulations, sympathy letters and birthday letters and emails.
  • Invitations: Seminar invites & client event invites.
  • Financial Articles on an ever-expanding range of personal finance topics, from the Alternative Minimum Tax to college savings to prewritten financial articles.