TPAs, Advisors, Consultants, and Financial Professionals - distinguish yourself from your competition.
We can help you expand your service offerings with the financial education that will make an impact in the lives of your clients and their employees, and help them meet their fiduciary obligations.Financial Interactions LLC is an education provider only. We are not investment advisors, do not sell financial products, and do not manage assets.
TPAs and Advisors: Offer on-site financial education to your clients' employees. All participants receive a CD-ROM, which can be branded with your firm's name and logo.
Our education program is based on Modern Portfolio Theory, and focuses on the steps involved in the retirement planning process. Participants are progressively guided along each stage of the process, and given clear instructions on how to use a series of free online resources to help with each stage. Instead of feeling confused and paralyzed about selecting their 401(k) investments, often relying on a lucky guess, are empowered with the tools and knowledge to effectively self-manage their retirement portfolios.
Accountants, bankers, mortgage brokers, lawyers, real estate agents, insurance agents, and anyone who helps their clients with their financial well being: Your clients need you now more than ever. Strengthen your relationships by having us deliver retirement seminars to your clients at your office or conference room.
- Stay in front of your clients, stay on top of mind for new business and referrals.
- Demonstrate that you are relationship based, not just transaction based.
- Concentrate on building your business and gathering assets, while your existing clients remain satisfied.
- Your clients receive a take-home CD-ROM, branded with your name and business. Something they'll use longer than a calendar!
Programs are offered on a per diem basis, plus travel. Call 480-332-7562 or email us for more information.