Tools for the Successful Advisor
The Advisor Lab, LLC is an independent technology and marketing firm offering solutions for financial professionals to operate more efficiently and effectively.
Our suite of online tools helps advisors to efficiently identify prospective clients, generate insightful reports, and prepare effective sales presentations which save them considerable time and money. Additionally, our training classes provide best practices in the financial services space along with proven strategies to build a successful advisor practice.
Start Saving Time and Money with
Fast and Effective Tools for Financial Advisors
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| Search retirement plans by combined criteria such as zip code and return on investments. | Benchmark the retirement plan against other plans of similar asset and participant size, utilizing Form 5500 data on over 1.1 million plans. | View utilization, diversification, and impact on plan and participant balances with advanced charting and ranking capabilities. |
Some advisors spend hours preparing for client meetings in an effort to provide valuable information to the plan. This no longer has to be the case. You can run a Diagnostic in 5 minutes! The Retirement Plan Diagnostic helps advisors save time and money by quickly producing a sophisticated report that measures a plan against other plans in its peer group (plans within 10% of your plan’s assets and number of participants) and industry. This empowers you, the advisor, to bring value to each client meeting with information not easily attained.
The key to our tools' successful application is their ability to provide you fast and effective analysis. Our platform stands apart from others in the market in that it is an objective look at one's investments, standing independent from biased ranking approaches and investment methodologies.
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The Advisor Lab's mission is straightforward - Our primary focus is to create tools and teach advisors how to use those tools to bring greater value to their clients.
