An Introduction to Forefield Advisor

Forefield Advisor is a Web-based business development, education and client communication tool that enables financial professionals to deliver current and concise advice to clients. Read more below about this member benefit you receive for FREE ($399 value) when you join the PFP Section. View some Forefield Advisor samples here.

Are you looking to?

Respond quickly and accurately to client questions

Explain planning strategies and financial concepts to clients using consumer-friendly materials

Earn new business by identifying planning needs

Key Benefits to using Forefield Advisor

Boost productivity

Build long-lasting client relationships

Find planning opportunities

You get:

One-click preparation of customized, high impact marketing presentations. You can view examples of the customizable content available through Forefield Advisor or view a demo of Forefield Advisor and other PFP Section member benefits..

Powerful search tools that diminish research time.

Consistent and comprehensive financial planning presentation templates that generate new client relationships.

Key Features:

3,000+ resources

Powerful search engine

Real-time e-mail alerts and updates

2 Page client concept pieces

3-4 page case studies

Personalized Client Presentations

Additional Benefit: 45 day free access for Forefield Newsletters, followed by a 20% discount if you subscribe.

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