What does it take to be the "Alpha" Advisor?

What are the best practices of "Alpha" Advisors?

Open Architecture

Ability to Aggregate Account Data

Transparency of Fees

A Holistic Investment Policy

Household Reporting

Investment Performance for all Accounts and Advisors

Time to Engage the Client in a Discussion Proactively

What tools do you need to be the lead advisor?

Proposal Tool / Goal Based Planning

Account Aggregation Capability

Performance Validation Services

Accurate Client Reporting

Products - Open Architecture

Client Portal / Tablet Access

What are you missing to become the "Alpha" Advisor?

Compared to your competitors, is your product/service offering better, worse, or about the same?

What are the reasons you excel or perform below your competitors?

Are you interested in receiving further communications from InvestEdge about how to become the "Alpha" Advisor?

Yes

No