New! Complimentary Marketing Resources to Help Grow
Your Business

NFP Advisor Services Group is committed to helping you build momentum in 2012. We are pleased to announce a free, new marketing resource, as well as exclusive discounts on website services, to help you build your brand, grow business and retain clients.

Effective Friday, Feb. 24, we are providing all NFP Advisor Services Group advisors with a complimentary subscription to Forefield, a division of Broadridge Financial Solutions, Inc. Forefield is a sales, education and client communication resource that can assist you in delivering current, concise and FINRA reviewed materials to your clients. This suite of resources is valued at $800 per advisor, per year.

The NFP Advisor Services Group sponsored agreement provides you with complimentary access to these Forefield resources:

Advisor Presentations & Education
Provides access to more than 3,000 resources including over 2,300 articles, 200 illustrations and tables, 200 interactive calculators and over 400 presentations. Resources are continuously added to reflect changes in the industry and all are FINRA-reviewed. You just need to personalize them and submit through ACR for use. 

Newsletters
Forefield Newsletters include FINRA-reviewed market summaries. You can opt to deliver electronically via email, and there is also a print, label and mail option for a cost. Electronic delivery options include PDF and native HTML email versions for greater flexibility. Forefield Newsletters are available in text and video formats, and can be delivered to clients in a variety of frequencies, ranging from weekly to annually.

Continuing Education (CE)
This online CE service helps you earn the credits necessary to satisfy your requirements for many popular accreditations, such as CFP, ChFC, CLF, CLU, RHU and REBC. Forefield CE tests have direct links from test questions to source materials, making it easier than ever to maintain CE requirements.

Forefield Resources Conference Call
Plan to attend a Forefield product overview webinar on Wednesday, March 7 at noon ET. Learn more about these complimentary products and other features also available to you at special NFP Advisor Services Group discounted rates. Click here for more information.

Accessing Your Forefield Resources
Access to Forefield is available via AdvisorComplete under the “Marketing” tab. Selecting “Forefield” will automatically log you into the company’s website. Multiple training tutorials are available under the “Help” tab once logged in. Visit the “My Profile” section to customize your profile by adding your logo, contact information, photo and broker/dealer disclosure. There are several other customization options for you to choose from. Contact a Forefield support representative at 800-550-6831 or support@forefield.com if you need assistance. Click here for preview.

If you are a current subscriber with Forefield Advisor Presentations & Education, Newsletters or Continuing Education, your free access will automatically begin after your subscription expires. If you subscribe to any Forefield services beyond the package provided by NFP Advisor Services Group, you will continue to pay Forefield directly for those services, and  you will access all resources with your AdvisorComplete single sign-on access. Effective Friday, Feb. 24, access to all Forefield resources will only be available through AdvisorComplete and you should not sign-in directly through Forefield’s website.

Firm Website Specials
As part of our initiative to help you grow your brand, we teamed up with Forefield and Emerald Connect to bring you two special offers for website development. These companies offer compliance-approved website solutions. Take advantage of these exclusive offers for NFP advisors before it’s too late.

Forefield Websites Special Offer
Sign up for Forefield Websites at only $350 per year for the next 90 days! (Regularly $449 per year.)

Forefield Websites is an innovative solution that helps you create a professional, high-quality website in just a few minutes. Utilizing a state-of-the-art website template, you can build custom web pages and easily integrate Forefield’s timely, high-impact content. Content choices will automatically update with the most recent versions to keep your website fresh and compelling. Forefield Websites is compatible across multiple browsers and platforms, including Apple iOS devices, allowing you to create a dynamic web presence.

Join a Forefield Website webinar on Feb. 28, March 6 and March 13 at noon ET to learn more. Contact a Forefield representative at 800-550-6831 for more information.

Emerald Connect Special Offer
Purchase an Emerald website, with a $0.00 set-up fee and monthly fee of only $40.00 as part of this special 90-day promotion. (Regularly $599 set-up fee and $59.99 per month. Promotion applies to new and transfers of exiting websites.)

Emerald websites help offer visibility and credibility for your business. Build your brand, generate leads and elevate your professionalism with FINRA-reviewed and compliance-approved content that is updated monthly. Emerald website features include Flash-enhanced video, detailed traffic monitoring, professional design templates and comprehensive technical support.

Attend an informational webinar on Feb. 27 or March 5 to learn more. Contact an Emerald consultant at 800-233-2834 with questions or to get started.

Questions
If you have questions about any of these resources or services, contact the appropriate support team listed below.