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Industry Partnerships

 

 


NEXT CHAPTER

 

 

The Money Management Institute (MMI) and Financial Advisor Magazine have joined forces to take on the “Next Big Thing” – the transition of the financial advice industry to managing “retirement.” The initiative, Next Chapter, will focus on the long-heralded retirement age wave with specific efforts to support financial advisors, investment managers, income product companies, and service, technology, and planning providers. 

 

Next Chapter is aimed directly at helping advisors and their firms work better together and deliver investment advisory solutions that effectively integrate human and digital capabilities. 

 


BILL BACHRACH'S ADVISORROADMAP

 

 

AdvisorRoadmap is a self-guided, turn-key, virtual training platform that combines interactive training courses, videos, scripts, demonstrations, and many other high-value resources to help you master the communication skills and repeatable processes that are crucial to acquiring and serving Ideal Clients.

 

 


FSI COVEREDADVISOR BENEFITS PROGRAM