Internet and Marketing Usage of Independent Financial Planners Executive Summary   Downloading From Multiple Trading Platforms 4 Use of Websites 4 Sales Tools 5 Report of Discussion   Introduction 8 Integration & Aggregation from Multiple Platforms 8      Portals 11 Financial Planning 13      Hypotheticals & Calculators 14 Services Provided by Affiliated Broker-Dealers 15 Use of Service Provider Websites 16      Passwords 18      Wholesalers 21      Shareholder Account Access 22 Financial Planner Websites 23 Email Alerts 24 Shareholder Communication 26 Supplier Communication 29      Online Surveys 30 Third Party Websites 31 Sales Tools 32      Non-Branded Articles 32      Newsletters 34      Seminars 36      Letters/Postcards 38      Leads/Referrals 40      Product Literature 41      Networking 41 Shareholder Retention 42 Practice Management 44 close window