Best Practice Brokers Provide an Annual Stewardship Report to Their Large Clients.

Differentiate your services and build a branded wall around your largest and most valuable clients!

Stewardship Reports are a detailed analysis of your past performance, and projection of future goals, for your large ($50k+ commission/fee revenue) accounts. They include historical narratives, accomplishment timelines, benchmarking, statistical analysis, modeling, market conditions and forecasts, and much, much more.

If you have thought about creating Stewardship Reports and been daunted, or are doing them now and want to make them better, please join us for an informative 30 minute webinar on how Advisen uses a menu driven service to create unique and powerful Stewardship Reports for you.

Four Webinars will be held for Brokers (all times Eastern, click to register):

• Wednesday February 25 at 11am: https://www1.gotomeeting.com/register/139803676
• Wednesday February 25 at 3pm: https://www1.gotomeeting.com/register/251923555
• Thursday February 26 at 12pm: https://www1.gotomeeting.com/register/525360321
• Thursday February 26 at 4pm: https://www1.gotomeeting.com/register/702533608