Geared toward both wealth and retirement plan advisers, the site has educational one-pagers and short video tutorials for advisers, which highlight the benefits of using tools such as LinkedIn and Google Alerts. Advisers will also find useful mobile apps, a checklist for hosting successful client events, as well as relevant investment insights.
Using Google Alerts and LinkedIn, advisers can expand their professional network, generate referral activity, automatically gather intelligence about clients and prospects, as well as learn more about their competition. Three-to-five minute video tutorials demonstrate how to get set up with these productivity tools as well how to use select advanced features.
A comprehensive list of advanced features and quick tips can be found on each tool’s respective one-page resource. Useful apps that allow advisers to manage and share presentations with clients from most mobile devices, pick the right wine for client events, as well as locate the best service options within any airport at the touch of a button are also described.Advisers can access the site at http://www.efficient-advisor.com.