In-Depth, Self-Driven Q & A Feature Helps Pros Self-Manage Success
MEDFIELD, Mass., July 10 /PRNewswire/ -- A new web site, called Advisors
Trusted Advisor (www.AdvisorsTrustedAdvisor.com), addresses the need by
registered investment advisors for unbiased advice and information to grow
their business. It provides wealth managers resources on-line they need to
more effectively manage their practices in an increasingly crowded market.
AdvisorsTrustedAdvisor.com was created by Beverly Flaxington and Michael
Slemmer, CFA, principals of The Collaborative, a Medfield MA-based business
development firm that has provided management and marketing support to wealth
management professionals for thirteen years.
Advisors Trusted Advisor provides actionable resources for a market that
currently lacks access to effective business tools and services. "The key word
here is 'actionable'," stated Slemmer. "In addition to offering a broad range
of information and resources, this site actually enables users to access
information addressing their unique requirements simply by keying in questions
and using a credit card to pay for answers. This level of automated self-help
functionality is completely unheard of in the wealth management profession. It
enables pros to advance at their own pace -- either tackling a single issue
over time or getting a crash course on the secrets to success in our field."
The web site's key features for its initial launch include:
-- A solution center that offers self-driven solutions for success-driven
RIAs -- an interactive feature that lets RIAs get business building answers
-- Outsourced options for growing a wealth management or investment
advisory business
-- Customized training and coaching options to address unique needs
-- Information resources that give advisors actionable information about
technology choices
Flaxington says the automated interactive Q & A feature provides a very
high level of professional advice instantaneously and at a very reasonable
cost. Another key feature is the ability to work with an experienced
consultant via real time email or phone. "Our comprehensive services provide
the resources advisors need to navigate and grow in this increasingly
challenging market."
For more information, visit www.AdvisorsTrustedAdvisor.com.
About The Collaborative
The Collaborative for Business Development assists financial services and
technology firms grow revenue and reduce organizational obstacles to success.
With decades of real-world experience, The Collaborative has a long track
record applying actionable, workable strategies and tactics to support clients
in improving business practices and surpassing their goals.
SOURCE The Collaborative for Business Development
Tim Bryant of The Brand Development Co., +1-864-674-6261
