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Featured in Advisor Today

The first step is to get them to admit they have sales call reluctance. Read more ...

More from the Current Issue of AT

This article explains why alternative investments have a place in your client’s portfolio. Read more ...

Most expect to receive guidance from a financial advisor. Read more ...

NAIFA members who are currently using the Zoom app — in their practice or with other NAIFA members — are finding it to be a valuable tool that enhances the quality of their meetings. As some of you may know, Zoom is a web-based, video-conferencing tool that allows users to meet online, with or without video. It offers a wireless screen-sharing performance across several platforms, including Windows, Mac, Linux, iOS, Android and Blackberry. Read more ...

The MGIS Companies, Inc.
AT Asks!

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  • Client relationship management software
  • Email capture form
  • Website builder
  • Online scheduler
  • Social media automation tool 

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