Seminars are comprehensive, customizable, presentations for use by individual advisors and enterprises. Each seminar is 30-45 minutes in duration, comprised of 20-30 PowerPoint slides, a complete script, and an interactive client workbook.
Each seminar comes with an accompanying 3-4 minute video version. The video presentation allows you to fully engage your prospects by emailing the link or by posting it on your website. When prospects open the e-mail or play your Flash tour, we will track their activity. When they fill out a short form, we'll send them a complimentary "Concept Piece" and add their contact information in your "My Clients" section.
Short video provides overview of FundPoint and how it can avert many data quality problems through rigorous sorting and quality control measures.
FundPOINT®, part of Forefield's product suite, helps advisors select and keep up to date with mutual funds as well as prospectus disclosure and FINRA requirements.