Fi360

Here's a great article featuring Fi360's Blaine Aikin, for investors who are curious about the different types of fiduciary financial advisors. by U.S. News and World Report

According to a 2019 study conducted by Broadridge, lead generation is one of the highest priorities of financial advisors nationwide, with growth-focused advisors gaining 20+ new clients annually. But lead-generation efforts alone won’t translate into success. Sharpen your sales strategy with our newly released Lead Generation & Nurturing Best Practices Guide. Get your free download here!

"As wealth management firms across North America look to attract and retain talent, they should be aware that one in two financial advisors often think about leaving their firm to join one with better technology." - Donna Bristow, Broadridge Read more... https://hubs.ly/H0tXkDv0

Our goal is to enable financial intermediaries to easily implement a prudent fiduciary process. We built the Fiduciary Focus Toolkit to do just that! Today we are hosting a 30-minute introduction to the software. Join us at 3:00 ET. Register now! https://hubs.ly/H0tMmcl0

Broadridge Starts Fi360 Remote Exams: Tech Roundup | Think Advisor #fiduciary #readyfornext

Yesterday we hosted a webinar focused on financial planning for clients with disabilities. Many attendees took a moment to let us know how valuable the information was to their practice. Curious? Catch the presentation on demand! https://hubs.ly/H0sC2vs0