Advisor Nation Features

Free Business Networking and Business Management Tools for Insurance and Securities Professionals

Advisor Nation is a new breed of business network that combines industry specific professional networking with business management tools. The challenge with most business networks is that they lack relevance for most of the professionals using them so members quickly lose interest. Advisor Nation tools are designed by Insurance and Securities professionals to address specific business needs and immediately connect you to industry resources and tools that can help you succeed.

The following features are available under your Free Advisor Nation membership. Join today and become part of a nation of professionals and industry providers connecting , sharing and collaborating like never before.

Business Networking Tools

Are you interested in expanding your personal business network of insurance and securities professionals and providers? Perhaps you have a hard to place client case or planning need you need help with or are looking for informative events to join or special offers that can make you money or help save you some. Advisor Nation provides members a unique array of networking tools that allow you to connect, share and collaborate with other Advisors and Industry Providers

Features -

Networking Center: Post or reply to a message, ask a question, share sales presentations, ideas and other information with network members. You can also start your own personal networking group and invite members to join and collaborate
Quote Request: Send a Quote Request to multiple Providers at one time on a specific client case, product or service need to a group of network Providers interested in competing for your business
Provider Directory: Search the directory to find Providers that match your specific product, planning or service criteria. Send request for information emails to Providers you're interested in contacting
Event Calendar: Search for web conferences and other events posted by network Providers covering sales concepts, new products , industry meetings and other topics. You can filter the calendar events by topic and sign up for those you're interested in
Marketplace: View special promotional offers posted by network Providers . Take action on offers you are interested in by sending a request for information email to the sponsoring Provider

Business Management Tools

Most industry experts and seasoned sales professionals agree that active client relationship management is key to long term success of the Advisors practice. Are you using a CRM (customer relationship management) program to keep track of your clients information, needs, concerns, meeting notes and other information? Are you using your CRM to email updates, letters, newsletters that can help you generate more business with the client or obtain client referrals?

Features -

Advisor Nation provides a easy to use CRM program that can help you manage your daily calendar events and client Information. You can also share your calendar and contacts with other members of Advisor Nation.

Maintain detailed client information and assign customer tags so you can easily find and view customers by category
Add client meeting notes
Stay in touch with your clients by sending emails and file attachments to one client, all client in a specific category or all of your clients at one time.
Schedule calendar events like appointments, calls and tasks with clients and set a reminder alert
You can choose to share your calendar and contact manager with other members on Advisor Nation
Sync your calendar and contacts with your Outlook

Convinced? Get the full product and Join now! Its Free.