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President's Blog
Enhanced Marketing Support
At Royal Alliance, we ask ourselves “What can we do – today and every day – to exceed expectations?”
I believe the answer is industry-leading service, diverse product offerings and platforms, cutting-edge technology and outstanding education/training opportunities.
Now I can add premier marketing support to the list.
Royal Alliance has entered into an agreement with Forefield to provide our affiliated advisors with high quality, customizable, pre-approved marketing materials. And we’ve made this available to them at no cost.
Forefield is the industry’s leading provider of marketing solutions for financial advisors. Advisors have the ability to customize over 3,000 professionally created marketing resources, conveniently accessible through our Advisor Portal. In addition to the marketing resources, Forefield also offers built in education modules that provide continuing education (CE) credits for many industry designations including the CFP®, ChFC®, CLF®, CLU®, RHU®, and REBC®.
Advisors also have access to FINRA reviewed seminar presentations, newsletters, client presentations, website content and much more.
We are happy to be able to provide this as part of our ongoing effort to bring our advisors tools that can help them grow their business.
Give our Recruiting Department a call at 866-849-7673 and let us exceed your expectations.
Our advisor technology is turning heads in the industry
One of the first questions a prospective new advisor to Royal Alliance typically asks is what type of technology platforms do we offer. This gives me the opportunity to talk about both the quality and comprehensiveness of our various technology offerings. But while it’s one thing for me to brag about our technology, I believe it’s a far greater testament to our technological advantages to have the story told by a third party.
On June 7th, InvestmentNews featured an article about our technology, focusing on our new VISION2020 Advisor Portal. In addition to a great summary of this platform, the reporter also highlighted a number of the advanced features we’ve added to this resource, such as paperless office technologies, consolidated reporting, and integrated business tracking.
Even more important from my standpoint, the article features real advisors, who use our technology on a daily basis, commenting on the real impact our new platform has had on their businesses.
If you’d like to learn more about our technology, I invite you to read the article for yourself. Also, our recruiters can provide you with access to a comprehensive tour of the VISION2020 Advisor Portal referred to in the article. Click here to set up a time to review our current technology platforms.
Welcome to the new RoyalAlliance.com
Thank you for taking the time to visit RoyalAlliance.com. We created this new site to better tell our story specifically to you, members of the financial advisor community. I hope you find the site interesting and easy to use, and that you come away from your visit with a good understanding of what Royal Alliance has to offer.
You’ve Arrived
When you’re ready to affiliate with Royal Alliance, you can truly feel that “you’ve arrived.” We have a long history and unique culture here at Royal. Our advisors comprise a tightly knit community and, although each is an independent business person, all share a common drive to succeed and prosper, while providing unparalleled service to their clients.
As you navigate our site, you will be introduced to some of the exciting business support and technology tools we are known for, as well as the many other resources we bring to the table.
I encourage you to take a moment to watch the videos on our home page. You can get a good understanding of what we are all about by hearing from some of the independent professionals who have already chosen Royal Alliance. Their issues and concerns are the same as yours. See why they decided to partner with us.
But you can only learn so much from a website. The best way to know if Royal Alliance is the right fit for you and your business is to talk to the people here. You can do that either with our online chat feature, or you can call our Recruitment Department directly at 866-849-7673.
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