Recommended Recources

Advisor Impact works with financial services firms, and their advisors, to improve productivity and profitability. To that end, the firm provides research, training and tools to help advisors build a foundation of profitable loyal clients.

Julie Littlechild is one of the top industry researchers and has her finger on the pulse of the important advisor practice mangement issues. Download a free business plan template or learn more on the latest in advisor research. Better yet be part of the research and see how you measure up.

Norm Trainor and The Covenant Group is leading edge company for practice management issues. They use technology to help you design business plans develop client relationship systems and reduce the time you spend finding new clients. Also learn to delegate to people and technology.

I like this product from FundMonitor.com, Duff Young has figured out what an adivor needs on their desktop to add value to clients. FundMonitor.com Corporation is a leading provider of Web-based software and independent analysis for professional Financial Advisors. FundMonitor.com adds value to the Advisor’s role by providing in-depth research, analysis and insights not available to the general public on broadly targeted financial sites.

FundMonitor.com is not a destination site. It's a back-end provider of privately-branded training, tools and analytics. This client relationship management software has the unique ability to integrate sophisticated research analytics with the Advisor’s client data to produce a variety of intelligent diagnostic reports.

Try it for 30 days for free.

Bill Bachrach and his tools are first class. Sign up for his The Trusted Financial Advisor E-Newsletter at no cost. It's designed to give you the latest information on Bill Bachrach’s Values-Based Selling® and Values-Based Financial Planning™ programs including special offers, important information and articles written by Bill.

The of sample topics covered in The Trusted Financial Advisor e-newsletter: Here’s a Thought…(inspirational quotes) Values-Based Selling® Big Stories (testimonials) Values-Based Financial Planning™ Big Story (testimonials) Monthly Special Offers! “I Don’t Have Enough People to See” Telecoaching

Mark Little Tells His Story- One of America’s Finest Trusted Financial Advisors The Trusted Financial Advisor newsletter will give you information on the programs and learning resources that will help you maintain the high-trust client relationships you have now and cultivate new relationships with ideal clients.

The objective is to increase your number of ideal clients to a number that most financial advisors can only dream about.

If you are looking to build your online presence with a website or increased client communication I believe FundNET is one of the best. They understand and cater to the financial professional with various business building and service tools.

Their NetREP product provides your clients with a consolidated online report. Imagine having the ability to provide your client's with online financial advice, guidance, recommendations and e-marketing communications.

Take them up on their free trial offer.

With web conferencing save time and have meetings without meeting

Glance lets you show your live PC screen to anyone online.

• Give a presentation.

• Hold investment commentary seminars

• Client update meetings

• Seminar market to prospects

Only you need Glance, your guests download nothing. What could be simpler? Sign up for a free trial and you'll be sharing in seconds.

There could be a time when you are away from your office or on vacation and you forget some information on your office computer. Instead of feeling stressed you might want to look at GoToMyPC. It is a quick and easy way to have a virtual office. It comes in handy but ideally you should have high speed internet connection working between computers for best results.

Try it out for free and it doesn't take long to get set up.

David Stevenson is the president of PowerAssist Technologies Inc. Referred to as one of the industry leaders PowerAssist develops and implements automated Client Relationship Management solutions for the Financial, Investment and Insurance Industries.

With clients across Canada and the U.S., The AdvisorPower Network(tm) includes software & service solutions designed to help companies and advisors manage thousands of client relationships. Their job is to help their clients be more efficient and profitable.

PowerAssist's automated Policy and Commission Management process is one of the new breakthroughs recently released. It is quickly becoming an important component in the insurance industry. Some of his popular solutions include his client data real time access for financial advisors, automated group policy management and head office server technology. These solutions are already receiving a positive buzz from top financial advisors and dealers.

Financial Advisor Marketing has so many marketing ideas you won't know where to start. This is another book mark must. Advisor Grant Hicks and author Jay Conrad Levinson. This is one great resource for any advisor looking to get ahead in any aspect of their business.

CONFUSED BY TECHIE-SPEAK? Frustrated with Help Files that don't help? Get lost on the Web? I found these ebooks to be designed especially for you and me. No Jargon. No Geek-Speak, I know I don't have the time do you?

The Newbie Club has been described as the best PC and Internet Newbie Site ever to hit the Web. Their revolutionary Learning System will absolutely amaze you with its simplicity and Jargon-Free language.

Are You Totally Confused by the complexities of Email? Don't know about email accounts, clients, web based, headers, virus killers, Subject lines, Pop 3's, aliases and all the other Gobbledygook? The picture-driven 'Email for Newbies' from the Newbie Club, made it easy for me and it will solve your frustrations immediately

Its amazing on how often people think they need a new computer, when in fact just a few clicks of the mouse - or in some cases a minor hardware adjustment - will make their computer run like a brand new machine .

Unlike most computer training videos that teach you specific programs, this video will teach you everything that you need to know about computer hardware and software in order to upgrade, repair and speed up any windows based computer.