EISI Unveils Bear Market Plan for Advisors
Free Training and Marketing Resources Help Bullet-Proof Practice, Get More Referrals
Winnipeg, MB, Canada, March 11, 2009 -- EISI, developer of NaviPlan and Profiles financial planning software, today announced a new initiative designed to help advisors use their software as a competitive advantage in a bear market. Phase 1 of the program, called Bear Market Plan, is now available to NaviPlan Standard and Profiles Professional customers, at no charge.
“Advisors who provide high-quality advice during these uncertain times will deepen client relationships and get more referrals,” said Cindy Bennett, Director, Marketing, EISI. “We’re offering our customers free training and marketing resources so they can effectively guide clients through the turbulence and be more competitive.”
The Bear Market Plan offers practical tips and tools that advisors can immediately use to bullet-proof their practice and get more referrals. The following materials are available on EISI’s Web site:
- Whitepaper: Will My Retirement Income Last a Lifetime – A guide to addressing clients’ retirement distribution planning needs.
- Web-based training: Answering Clients’ Questions in a Bear Market - Live sessions show advisors how to use their software to address common concerns and proactively implement bear market strategies.
- Sample letters and emails - Materials suggest ways to request referrals and communicate with clients and prospects.
The current program is targeted to customers who are familiar with NaviPlan Standard and Profiles Professional software. For future phases, EISI may expand the Bear Market Plan to new customers and prospects and to other products.
“The need for financial advice is at an all-time high. In this environment, financial planning software may be an advisor’s single-most important investment,” said Bennett. “We want to help advisors select the software that’s best for their practice and to fully leverage their investment.”
View Bear Market Plan training and marketing resources:
NaviPlan Standard: http://support.eisi.com/standard/bear_market/
Profiles Professional: http://support.eisi.com/professional/bear_market/
About EISI
EISI, developer of NaviPlan and Profiles software, offers the broadest selection of financial planning tools in North America. Industry-leading financial planning software, combined with incomparable service and unrivaled scale, makes EISI the choice technology partner of more than 250,000 financial professionals.
Contact:
Cindy Bennett
Director, Marketing
Emerging Information Systems Inc. (EISI)
888.692.3474, ext. 3121
cindy.bennett@eisi.com