The Center of Influence for Financial Advisors and RIAs - Click Here

Industry Partnerships

 

 


NEXT CHAPTER

 

 

The Money Management Institute (MMI) and Financial Advisor Magazine have joined forces to take on the “Next Big Thing” – the transition of the financial advice industry to managing “retirement.” The initiative, Next Chapter, will focus on the long-heralded retirement age wave with specific efforts to support financial advisors, investment managers, income product companies, and service, technology, and planning providers. 

 

Next Chapter is aimed directly at helping advisors and their firms work better together and deliver investment advisory solutions that effectively integrate human and digital capabilities. 

 


BILL BACHRACH'S ADVISORROADMAP

 

 

AdvisorRoadmap is a self-guided, turn-key, virtual training platform that combines interactive training courses, videos, scripts, demonstrations, and many other high-value resources to help you master the communication skills and repeatable processes that are crucial to acquiring and serving Ideal Clients.

 


 

MY PERFECT FINANCIAL ADVSIOR

 

 

MyPerfectFinancialAdvisor is the premier matchmaker between investors and financial advisors using personalized data, artificial intelligence and deep industry expertise. 

 

The mission of MyPerfectFinancialAdvisor is to help families improve their lives by matching them to their ideal financial advisor. While we advocate for the use of an advisor, our highest duty of care is to the investor and we have a genuine interest in positively affecting their lives through the use of professional financial advice.

 


FSI COVEREDADVISOR BENEFITS PROGRAM

 

Fsi Coveredadvisor Benefits Program