Tools and Resources for the Financial Advisor
Multiple layers of support to assure your revenue goals & your program runs as smoothly as possible.
- Branch Referral Training - The C.A.R.E. Relationship Process is delivered to your institution as high-touch training. The Proven method in this unique, proprietary process changes the mindset of your referral sources from "I have to sell" to "I have something of value to offer". C.A.R.E. training increases your team's confidence, knowledge, and skills to create qualified referrals.
In-Field Support - Our Regional Directors are consultants who work one-on-one with our clients to develop a consistent process to manage and promote the best performance and growth for your financial programs.
Dedicated Regionalized Back Office Support Team - Our clients have the benefit of a unified, dedicated team. These professionals understand their clients' unique needs and how best to respond to them quickly and efficiently.
Technology - Our technology is designed by and for financial advisors and includes data aggregation for all your client's holdings. Click here to learn more about the access you will have to leading edge, online support and tools.
Conversion Support -
A dedicated Transition Team facilitates a seamless and a smooth transition for the adviser, the bank and their end clients.
Marketing - Infinex has developed extensive marketing materials to help reinforce client relations and cultivate new clients. Our team will work with you to identify and illustrate your market brand and effectively create materials that support your individual Financial Advisor’s style.