Internet and Marketing Usage of Independent Financial Planners





			Contact Us \| Site Map

			Sunday May 18, 2008

Industry Research:

Current Research
---------------------
Reports For Purchase

Click here if you would like to receive information from Pyramid about upcoming events, reports, or articles.

Internet and Marketing Usage of Independent Financial Planners

Pyramid Reports

A summary of the Roundtable Discussion between independent financial planners who affiliate with independent broker-dealers. The report focuses on the Independent Financial Planners' use of the internet, systems/software and marketing tools. The Roundtable Discussion was conducted by Pyramid, in collaboration with the Financial Planning Association. Independent Financial Planners also discussed their business practices, preferences, and problems encountered. In addition, the report summarizes the interaction between independent financial planners and service providers on potential solutions and provides financial planner insights on products and services. Following is an example of issues included:

» Use of service provider websites
» What online products and services do financial planners prefer?
» Problems getting product feeds
» Suggestions on useful services
» Perceptions of shareholder website usage
» Email and webconferencing usage
» Use of seminars, articles, newsletters, leads and referrals

The meeting was attended by financial planners (FP's) who affiliate with Nathan Lewis, Raymond James, and Equity Services. The following service providers were present:

» AdvisorCentral
» American Funds
» Fidelity Institutional
» Merrill Lynch Asset Management
» Neuberger Berman
» OppenheimerFunds
» PBHG
» PIMCO
» Prudential Investments

Click here to view the table of contents.

	price: $650 to purchase report, call Nanette Cuccia at 718.268.3884 or email Nanette@PyramidUpdate.com
We accept the following credit cards by phone:

back to reports listing page »