Genworth Financial Investment Services has launched a new section of its Web site dedicated to practice management.
The practice management section includes information designed to help representatives and advisers manage and develop various aspects of their practice. The information modules are designed as how-to documents constructed around activities such as segmenting clients, establishing and tracking goals, and learning how to tap into sophisticated technology for analyzing client data.
Financial advisers will be able to access information in the "Plan" module about how to create a business plan as well as track the success of the plan. In the "Manage" module, they can learn how to manage accounts, how to approach and service a brand-new account, how to hire and train an assistant, and how to utilize Genworth's new Web-to-print marketing and client communications Web site, Marketing AdvantEdge.
The "Grow" module on the site delivers information about how to implement and benefit from referral marketing. It also provides access to Web-based programs that help analyze client financials from long-term goals to asset allocation and estate analysis.
Genworth is introducing the new section of its site at its 10th annual national convention in Las Vegas. Also at the convention, the company will be presenting performance citation awards to 129 of its representatives. The awards were created by Robert Lee Fritz, an artist who specializes in hand-blown glass. The design of the blue-colored glass discs is based on Genworth's compass logo.
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