Resources (for discounts, special offers and more, click here)
Did you know that you could be a member of the Efficient Practice Advisor Network and save hundreds of dollars a year on software/service subscriptions? In fact, savings could be more than triple the membership cost to the network. Check it out here!
The companies listed below are examples of firms with a discounts or special offers available to Efficient Practice.com Network subscribers. These appear in no particular order:
Free
Trial For Efficient Practice Clients
Mobile Assistant provides an efficient & secure way to document client meetings. Speak your notes from anywhere and have them appear in your Inbox - NO typing! Increase productivity while generating more detailed notes.
As a member of the Advisor Network, you can receive a 25% discount on services.
Quik! Forms Library ENTERPRISE makes it easy to fill out forms and applications, reducing forms costs by 75% and giving you more time with your clients.
Visit www.QuikForms.com
Turning
Point, Inc.
specializes in two
areas: 1) helping financial services firms find the best
executive & management personnel to support their client bases (www.tpisearch.com)
and 2) helping brokers, financial planners, and investment
consultants find the best broker/dealer for their needs (www.goingindependent.com).
Turning Point, Inc. connects great people with great companies.
Using proven methods of traditional executive search in
combination with our state-of-the-art technology, Turning Point,
Inc. enables you to fill your mission-critical positions more
quickly than you could on your own.
Financial
Advisor Magazine
is a "pure play"
on the independent financial advisor market, targeting
independent broker/dealer affiliated financial planners,
registered investment advisers (RIAs) and investment adviser
representatives (IARs). Our audited circulation of over 60,000
consists of over 30,000 CFPs and 32,000 RIAs and IARs, over 90%
of whom are in some way fee-compensated. Our circulation
includes virtually the entire financial planning community,
including members of the FPA, NAPFA, AICPA Personal Financial
Planning and IMCA. Over 88% of our circulation is requested.
866-CRM-TOOL (866-276-8665)
sales@GoWithCrm.com
www.junxurei.com
NaviPlan
financial planning software, developed by EISI, is an integrated
suite of tools developed for financial professionals who build
advice-based client relationships. From simple planning concepts
to in-depth financial plans, NaviPlan covers the full spectrum
of wealth management scenarios. EISI's staff of 230 is solely
committed to the NaviPlan product line, which is licensed to
more than 70,000 financial services professionals across North
America.
www.naviplan.com www.naviplancentral.com
ProTracker Advantage is a Client-centered Contact and Practice Management System specifically designed by and for financial advisors. Setting the standard for comprehensive client relationship management software, ProTracker Advantage manages clients, prospects, contacts and employees for busy professional offices.
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DG
Analytics helps competitive investment management firms
achieve asset accumulation and revenue goals with creative
marketing, innovative data management and compliance
consulting. We custom design assistance for growing firms
with practical, cost-effective solutions to developing or
expanding marketing efforts. Specialized services include
presentation materials development, RFP writing and
quarterly updates.
| Mon. - Fri., 9:00 am - 6:00 pm
(ET) Tel: 1.800.743.7092 (Toll Free) |
| Free Email Support: Email: support@moneyguidepro.com |
Finametrica Limited
Level 7, 31 market Street
Sydney NSW 2000
The FinaMetrica Risk Profiling
system is a scientifically validated tool for assessing your
clients' personal financial risk tolerance.
Now available with MoneyGuidePro
201 Boston Post Rd West
Suite 400
Marlborough, MA 01752
Phone: 508-486-9040 | Fax: 508-861-0200
www.vanquish.comSimple, affordable, award-winning anti-spam email security. Anti-spam email tools include built in anti-virus and anti spyware to eliminate junk mail. Prevent identity theft. Restore your privacy and enjoy email again.