What Can Advanced Markets AdvisorFX Do for You
What You Need to Succeed
The way you work with your clients reflects your commitment to excellence. Advanced Markets AdvisorFX was developed with that in mind.
It is well known that the cornerstone of success is knowledge and expertise.
Elevating your clients’ understanding is one of the most difficult tasks you face. AMAdvisorFX empowers you with answers to the questions that are guaranteed to come up at the point-of-sale.
As a result, FX will:
- Expand your level of service
- Increase your expertise and help you attract more affluent clients
- Draw more referrals from your clients and their advisors
- Help increase client understanding, resulting in more closed sales
- Eliminate wasted time and resources searching and preparing information from multiple sources
Advanced Markets AdvisorFX makes it possible!
Do you need to demonstrate expertise at the point-of-sale?
In front of a client is not the time to falter or discover that you’re less-than-knowledgeable about a particular topic. The wealth of in-depth information and expertise that is available through Advanced Markets AdvisorFX ensures this never happens!
- AUS Main Libraries: gain an understanding of any given subject from a practical point-of-view
- Tax Facts Q&As: provide the technical tax knowledge- you’ll know how your strategy will affect your client from a tax perspective
- Practice Aids: visual tools to communicate recommendations to your client, with a clearly illustrated diagrams and explanations
Simply put, Advanced Markets AdvisorFX delivers the knowledge-base that makes you the expert.
Do you need to save time and money?
If time is money, then how much is the time you spend preparing materials for every client meeting and searching for information really costing you?
Instead, find everything you need, within minutes, in one place: Advanced Markets AdvisorFX.
- Simple and easy-to-use search engine gives full control the search results returned
- Search results are displayed within context, to quickly determine which articles are most relevant
- Topically organized drill-down menus and intuitive cross-references to methodically identify the information needed
Many advisors find that AMAdvisorFX more than pays for itself within a week.
Do you need credible information?
Yes, there is a lot of free information out there, but does it deliver exactly what you need, from a financial and insurance perspective? Do you feel confident, depending on the accuracy of free sources? Are you willing to bet your reputation on it?
Advanced Markets AdvisorFX was developed from two trusted sources: Tax Facts and AUS.
Tax Facts:
- Has delivered tax analysis relevant to insurance and financial planning professionals for over 60 years
- Offers third-party credibility with direct citations for IRS Code, rulings and regulations
AUS:
- Has a solid 55-year history serving advance sales and financial services professionals
- Expert analysis and commentary of advanced sales and financial planning concepts and strategies
Together, there is no source with a more reputable tradition of excellence.
Do you need to attract and train a top-performing sales-force?
It can be tough to attract and retain top-performers, and many recruits are handicapped at the gate because they do not have the knowledge-base they need to excel.
- Attract top-performing producers and agents
- Empower your sales-force with expertise they need to outperform their competition
- Ensure your company is represented by knowledgeable and efficient agents
Learn more about Advanced Markets AdvisorFX:
