New Functionality Released: Additional Template Control
December 14, 2009
As part of our commitment to continuing to enhance the IPS AdvisorPro® platform to make it even more useful, we are pleased to introduce a new set of functionalities. With these new functionalities you will have increased flexibility when customizing your templates AND you will have increased options when tailoring each of your client IPSs.
The new features include
- Compare a paragraph of your template to the latest version in the default IPS AdvisorPro® template
- Add a paragraph to all your IPSs
- Remove a paragraph from all your IPSs
- Restore an IPS to its original verbiage as configured by template
- Add new or pre-existing paragraph to an IPS
For instructions on how to use this functionality please refer to our HELP MANUAL. Additionally, please take a few moments to view the video below that will provide a visual illustration of the new functionalities. For better visibility, you can click “Full Screen” in the video player. If you have any questions please do not hesitate to contact our Help Desk at support@IPSAdvisorPro.com.
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As always we thank you for your continued support of IPS AdvisorPro® and would like to remind you that we appreciate and value your feedback. If you would like to provide feedback and/or suggestions regarding this improvement or others you are interested in then please contact us at support@IPSAdvisorPro.com.
We wish you a Happy and Healthy holiday season!
The IPS AdvisorPro® Team
ASN Summit Successful-Norm & Linda Boone, session hosts
December 1, 2009
The Advisor Solutions Network (ASN) held its first Practice Management Summit in November in Atlanta, Georgia. Sixty participants were treated to a world-class line-up of speakers who delivered two full days of thought-provoking content. The program agenda was designed to achieve three key objectives:
- Help render appropriate advice in a post-Black Swan Era
- Help advisor regain client confidence
- Help advisor rebuild or win new business
Thirteen (13) sessions held during the Practice Management Summit included, but was not limited to, the following:
- Investment Management Consulting in the 21st Century: Craft or Trade? Ron Surz, President, PPCA
- To Be or Not To Be: Fiduciary Landscape Under Regulatory Reform; Kristina Fausti, Director of Legal and Regulatory Affairs, fi360
- Using Public Relations to Turbo-Charge Your Marketing Plan; Marie Swift, President, Impact Communication
- Dynamic Asset Allocation: Rx for a Post-Black Swan Era; Rex Macey, Chief Investment Officer, Wilmington Trust
- Providing A Comfortable Ride for Your Clients (and Your Practice); David Loeper CIMA, Wealthcare Capital
- In Search of Manager Alpha: Does Active Management Still Make Sense? Larry Sinsimer
- The Value Gap: In Search of Advisor Alpha; Steve Barger, Consulting Partner, Advisor Solutions Network
- The Art of Conversation: Your Leading Advantage; Lewis Walker, Founder, Life Transitions Advisors
- Rebuilding Your Business and Managing Client Expectations with Investment Policy Statements; Norm Boone and Linda Lubitz-Boone, IPS AdvisorPro®
- How Personal Legacy Planning can Differentiate Your Practice and Drive Your Production; Mark Colgan, President / Plan Your Legacy
- Audio recordings and speaker presentations are available at www.asn360.com.agenda.asp
