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Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Advisor Education
Building a better practice: adapt and accelerate
Program overview
Financial professionals who want to accelerate the growth of their business and command their fee must find new ways to add meaningful value, or risk getting left behind.
In this program we tackle these critical conversations to help you thrive with actionable ideas to adapt and accelerate your practice.
In this program we explore:
- Focusing your practice on value differentiators and client satisfaction drivers
- Optimizing profitability and creating efficiencies
- Leveraging technology to attract your target clientele
- Strategies for successfully communicating your fees to clients
- Using investment models as a client acquisition and retention tool
Adaptability is about the powerful difference between adapting to cope and adapting to win.
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