Independent Solutions

Independent advisors face some unique challenges. You must compete with institutional advisors, without the resources they have available to them. It is expensive to obtain legal compliance reviews, or to outsource the research to provide valuable information to your clients. You want professional proposals that can be produced quickly, with data that supports your recommendations.

Challenge 1: I need information fast, and don't want to spend the time researching topics myself or paying an outsourced provider for this service. Forefield employs an impressive staff of editors, along with a number of key practitioners from the field, with credentials that include CFA, CFP, ChFC, CPA, and JD. Their sole purpose is to provide you with the information you need, quickly and easily, in a format that you can use to produce professional presentations and proposals.

Challenge 2: I don't have access to compliance reviewers like my competitors. Our compliance attorney is a former NASD compliance reviewer. Our goal is to maintain compliant and current information so that you can concentrate on your clients, not the content. Challenge 3: I don't have slick marketing materials. My clients expect my advice and recommendations, and they also often want supporting material. The independents we work with have praised our material as excellent third-party material that supports their recommendations. The fact that it is from an independent source and was not created solely to sell them something makes the information more relevant and accepted by clients.

Challenge 4: As an independent, I keep my expenses as low as possible -- I'm not sure I can afford Forefield Advisor. Forefield Advisor is available for $1/day, a price that can work in any budget. From a price/value perspective, our independent advisor clients tell us that Forefield Advisor is a "no-brainer"given its low price point and high value in both servicing existing clients and creating marketing materials for new business development. Forefield makes available a 45-day, no obligation free trial offer to Forefield Advisor to allow independent advisors to see for themselves the value Forefield Advisor can bring to their business.