To Help FundEX Advisors build stronger relationships with clients and prospects via a world-class business development system.
The Advisor Business Development system was implemented in 2006 to assist all FundEX Investments advisors build their businesses more efficiently through the use of readily-available online marketing tools.
FACT: The only time Financial Advisors are actually earning an income is when they are in front of a client.
Financial Advisors should NEVER spend their valuable TIME dealing with the deployment or maintenance of an online marketing system.
Wise Financial Advisors delegate their online marketing tasks to an experienced team so that they are free to focus on more important activities.
Dedicated Support Team
All FundEX Advisors using the B.D.S. have access to a dedicated support team whose objective is to help Financial Advisors deepen their client relationships with a highly professional website and e-newsletter.