Despite joining the industry directly from university, this advisor was her firm’s rookie of...
Over 1000 videos on the issues that matter to you and your clients:
Money Manager Library (over 300 videos): Award-winning money managers
Top Expert Library (over 400 videos): 7 Nobel prize winners and 140 leading economists
Business Building Library (over 500 articles and videos): Proven strategies to advance your business
Many advisors are looking for proven ways to advance their business.
Our Business Building Library hosts over 500 articles and videos that offer practical tips to attract new clients and build deeper relationships with existing ones.
By signing up for free twice-weekly emails, you’ll be ahead of the curve when it comes to moving your business forward.
The Money Manager Library features over 300 hundred video interviews with award-winning managers discussing their strategies and market outlook.
These videos answer the questions clients are asking right now – providing insight into managers’ thought processes and approach that written commentary can’t match.
The Top Expert Library provides access to Nobel Laureates and leading economists from the world’s top universities.
Some of the universities include Harvard (15 experts), Wharton (9 experts), Yale (8 experts) and Chicago, INSEAD, MIT and Stanford (7 experts).
You can view over 400 video interviews on topics such as tax, estate and retirement planning strategies that can save clients money.
How do you get clients’ attention when everyone is drowning in information?
Written communication is often ignored – but video breaks through and grabs the attention of existing and prospective clients.
That’s because these video interviews provide clients with direct access to top managers and finance experts, and position you for the future.