Be Current, Concise, and FINRA-Reviewed with Forefield™

What if you had a single tool that stamped your firm’s identity on a huge library of FINRA-reviewed, ready-to-use resources that you could use to sell financial products and stay in touch with your clients?

How much more business could you book when, with one mouse click, your photo, contact information, and branding are added to your just-in-time presentations, newsletters, and seminars and personalized for your clients?

Forefield™ is that tool. It’s been called “the Google for financial planning” and it’s available to you at a deep discount when you team with Kestler Financial Group.

PRESENTATION & EDUCATION

You have access to thousands of resources, including articles, illustrations, calculators, and presentations. With Forefield Advisor™, you can deliver current, concise, and FINRA-reviewed resources to your clients frequently to keep your brand before them.

Forefield keeps up with current legislation and industry trends for you and all resources are written to satisfy FINRA compliance requirements. And it’s all easily searchable on the web.

For the fastest, least expensive distribution to your clients, send it via our email service with no additional charge.

CUSTOM NEWSLETTERS

If you’ve ever created a client newsletter, you know the enormous investment in time involved. Forefield Newsletters lets you create customized, FINRA-reviewed, and fully branded newsletters for clients in PDF or HTML e-mail format. In addition to theForefield-provided content, you can add your own feature article to create a personal touch to your newsletter.

  • New articles added each month
  • Weekly Market Summaries
  • Print and electronic versions
  • Fully customizable
  • Professional print and mail available
  • FINRA reviewed

SEMINARS

Stop spending hours and days creating your financial planning seminars. Forefield  provides you with thirty to forty-five minute PowerPoint seminars, a complete script, and an interactive workbook for your clients.

Each seminar includes a three to four minute FINRA-reviewed Flash version of the presentation. You can e-mail the link to clients or post the Flash version on your website.

  • 30-45 minutes in duration
  • 20-30 slides
  • Speaker notes and script
  • Client workbooks
  • FINRA reviewed
  • Customizable content

WEB RESOURCES

Enrich your website and save money that you would spend on new content with current, concise, and FINRA-reviewed financial planning content that engages your clients and prospects. Use Forefield Web ResourcesTMto ensure that your website always has fresh content to offer your visitors (a search-engine must) and supports their participation in the financial planning process.

MY CONTENT

My Content is your e-mail solution to create, host, and distribute your own content using Forefield‘s e-mail and web platform. You can create advisor-generated communications, such as invitations, electronic greeting cards, and articles with the look you want and paired with your own images.

The combination of My Content with Forefield‘s other innovative content-based solutions offers you a comprehensive e-mail platform that allows continuous communication with your clients and prospects.

CONTINUING EDUCATION

You can earn the credits necessary to satisfy your CE requirements for many popular accreditations through Forefield CE. Forefield’s online interface tracks the date that you successfully complete a test and automatically notifies the CFP Board of Standards. Credits are immediately sent to your e-mail address of record.

  • Web-based
  • CFP, ChFC, CLF, CLU, RHU, and REBC accepted
  • 10 topic areas
  • New tests added each month
  • Passing results immediately transmitted