Resources

Fact Finder

Create, edit, and save your fact finders electronically for better record keeping. For Platinum users, added feature of Fact Finder Analyzer is available, which includes an opportunities analysis of your fact finder with Eszylfie Taylor, or an equally qualified, Top of the Table advisor.

Ask The Experts

To be a successful financial advisor, one needs to develop a wide web of relationships with professionals from complementary industries. Ask The Experts is a collection of trusted industry professionals, ranging from estate planning attorneys, CPAs, Video Marketers, and more.