The Financial Advisor 
Education Advantage Program

This Is Your Competitive Edge !!

Program Overview

The NAOI Advisor Education Program enables you to provide the industry's premier education coursework to your clients. Combined with your financial services you can now provide your clients with a total investing solution. And this is what the public is looking for. 

As a financial advisor you face two major issues that can prevent you from realizing the full potential of your business. Let's look at each and how the NAOI Education Advantage Program enables you to eliminate these hurdles.  

Overcome the Confidence Gap

First, you have a confidence gap to overcome. On an almost continual basis the news media is reporting that yet another brokerage house or advisory firm on Wall Street is being accused of some type of investor abuse. Whether it is fair or not, when this happens all members of the financial industry are often tarred with the same brush. 

You need to overcome the public perception that all financial advisors are simply salespeople. You can do this by including in your offerings comprehensive and objective investor education. By doing so you are signaling to potential clients that you want them to understand the products and/or services that you offer and that you encourage them to participate in the decision making process. What better way to overcome the confidence gap? No "scam" organization would dare to offer objective education and the public knows it!

Stand Out From the Crowd

The NAOI interacts with hundreds of individual investors. They don't know how to differentiate between financial advisors. To much of the public "financial advisors", whether they be brokers or independent professionals, all seem to offer the same thing. Typically the advisor selection decision is either made at random, i.e. going to the phone book, or based on the advice of an acquaintance. 

To realize your full business potential you need to stand out from the crowd by offering a truly unique and valuable benefit to clients. You do this by offering NAOI Education Courses at a discount. Now you are offering your clients total solutions, not just products. Enabling your clients to enroll in NAOI courses at a significant discount gives you the competitive advantage that can be the center-piece of your marketing campaign. When you offer comprehensive and objective education as a part of your services and your competitors do not, you win every time!

The Benefit to Your Clients

When you join the Advisor Education Advantage program you are allowed to offer all NAOI Investor Education Courses to your clients at a significant discount. Click here for a summary of the NAOI Investor Education Courses offered. This entire site is devoted to more details.

Here is an example of the types of discounts that can be offered. 

This is an example only. The NAOI will work with your organization to determine a pricing structure that fits your unique needs. Some organizations may want to supply the basic Smart Investing course to their clients for free in exchange for a low monthly fee to the NAOI. Still other advisor organizations may want to realize a revenue stream for themselves as the NAOI offers discounts to clients AND remits a portion of each enrollment to the advisor organization. The final details of your program format will result from a discussion of your needs. We discuss initial action items below.

Summary of Benefits to Your Organization

Joining the Advisor Education Advantage Program provides you with many benefits. Here are just a few:

• Enhanced Credibility - Whether it is fair or not, the investing public views financial advisors with a good deal of suspicion. There is no better way to give your prospective clients confidence than by including in your product line comprehensive and objective education. The public knows that this is not something a "boiler room" operation would offer.
  
  
• Enhanced Effectiveness and Liability Protection - NAOI Education will make your clients smarter investors. This enables them to be more effective partners in all investing decisions. They will appreciate the logic behind the recommendations you make and become active participants in the decision making process. This client involvement drastically reduces the potential of them blaming your organization should their investments lose value and gives you tremendous protection in any arbitration proceedings. 
  
  
• Enhanced Activity - NAOI course graduates are more confident investors. As such, they have the potential to be more active investors. They will know how to evaluate their holdings and market conditions and understand when changes are necessary. They will understand the rationale behind your recommendations to adjust their portfolios. And informed trading activity is good for your bottom line.
  
  
• Increased Referrals - As mentioned above, NAOI experience with hundreds of individual investors indicates that most decisions related to selecting a financial advisor are based on referrals. By offering education you develop a more in-depth relationship with each of your clients as you are able to actively discuss all advice and recommendations. This gives your clients a level of satisfaction that transforms them into your best salespeople!

The bottom line is that by including comprehensive education in your offerings you are now offering a total solution to the public. You have overcome the confidence gap and you have a major competitive advantage. You are now equipped to realize your full business potential.

Let's Get Started

Initiating the NAOI Advisor Education Advantage Program could not be simpler. Here are the action steps:

1. Contact the NAOI and let's discuss how we can best work together.

2. The NAOI will give you or a representative of your organization access to an NAOI Education Course so that you can determine that the product meets the high standards that you insist on for your clients.

3. We will discuss the measures your organization will take to make your clients and prospects aware of this new benefit.

4. We will determine a pricing grid that gives your clients a significant discount. We will also discuss the potential for setting up a pricing structure that allows your organization to generate substantial revenue.

5. After agreeing on the details the NAOI will give you a set of three unique Product Order Codes that your clients can use to enroll in each course at the set discount.

Its just that easy. Let's get started today!