Effective client-facing marketing tools to help communicate your value proposition. Curian is committed to helping independent financial advisors build ...
Effective client-facing marketing tools to help communicate your value proposition. Curian is committed to helping independent financial advisors build their businesses, while also helping them to provide their clients with expert investment advice, strategies and service. The Curian Client app provides advisors with a variety of marketing tools designed to help them communicate their value proposition easily and conveniently, right from their iPad. With this simple and intuitive app, Financial Professionals can access a variety of client-facing PDFs, presentations and videos - right at their fingertips - and educate clients on topics such as: - Strategic and tactical asset allocation - Risk management strategies - Income generation and inflation protection strategies - Tax management tools, such as tax harvesting - Social responsible investing - Setting proper expectations - The benefits of long-term investing - Goals-based investing Comprehensive Marketing Tool A comprehensive marketing tool thatâ€™s easy to use and helps you tell your story The app provides dozens of client-facing, educational marketing tools within an easy-to-navigate story format. As you explain your value proposition as an independent financial advisor, you will be able to use your iPad to educate clients and prospects about the challenges they face to investing success and how you, as their advisor, can help them address those challenges. The PDFs of the marketing tools within the app can be conveniently emailed directly from your iPad to clients. The app also provides a variety of presentations on relevant topics that you can share with clients as well as videos that are designed to educate and inform. Application Tips This app is intended for Financial Professionals with Curian credentials to use with their clients. This app is designed to work in landscape orientation only so that you can have a pleasant user experience with the content. Curian Capital, LLC, a Registered Investment Advisor, provides customized investment management products and services. Curian Clearing LLC (member FINRA/SIPC) is the exclusive broker for these programs, for which it provides brokerage execution, processing and custody services. Investing in securities involves certain risks, including possible loss of principal.
Size: 182.22 MB
Price: 0,00 €
Day of release: 0000-00-0