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Alliance Membership Includes — Dynamic Tooling From Which To Build Success — |
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The following items (Ö) are provided upon qualification
Ö A Membership Certificate designed for framing on 8˝x11 parchment Ö Membership card accessing virtual concierge services at www.prestigevalues.com Ö Latest issue of the Financial Engineering Update newsletter Ö The CD of Nick Gregory and Mark Hurley presenting Mark’s white paper: “The Future of the Financial Advisory Business” Ö User password for our PowerTool Calculator at www.thefei.com Ongoing Benefits
¨ Continuous access to case design and coaching thru our 8888-THE-FEA Hotline ¨ Access to our Financial Engineering Resource Directory ¨ Monthly Web Cast Programs covering timely financial engineering topics ¨ Our quarterly newsletter, The Financial Engineering Update, covers timely financial, tax, economic and legal issues effecting the affluent. ¨ Access to our marketing materials portfolio — empowers you to brand the uniqueness of financial engineering with the affluent* ¨ Access to our financial engineering business owner marketing system* ¨ Access to our CharitableCapitalsm planning program* *Additional fees may be involved |
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Join Over 2,100 TopTier AdvisorsSM For Only $195 Per Year |
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Ramp-up revenues, client quality and client relationships Why re-invent your practice when you can re-tool it as you see fit?
The Financial Engineering Code Of Ethics
¨ Hold paramount the financial safety, health and welfare of their clients. ¨ Issue financial advice in an objective and truthful manner. ¨ Perform financial services only in the areas of their competence. ¨ Avoid deceptive acts and disclose areas where conflicts of interest exist. ¨ Conduct themselves honorably, responsibly, ethically and lawfully.
For more information contact: Nick Gregory, ChFE, CFP®, CEBA Managing Director The Financial Engineering Institute, LLC P.O. Box 249 Clearwater, FL 33763 www.thefei.com info@thefei.com 1-888-884-3332 For Broker/ Dealer Use Only. |
