Who helps advisors if they need help?
Once a firm licenses a calculator, they “own” it. Thus, they are responsible for training and support of the financial advisors if the tool is meant for advisors. In this regard, Broker Village would prefer not to speak with advisors directly. Broker Village will “train the trainer” at XYZ fund company or PDQ broker/dealer. It is XYZ’s or PDQ’s responsibility to support the advisors that access the calculators. However, if an XYZ or PDQ person has a question, they can call or email us, especially if there is technology concern. Back to Top Will the information be saved? Yes and no. Some tools have a save feature and others do not. For those that do, while a session is live, information is saved. There is a save button, but it must be clicked; nothing saves automatically. Further, some calculators transfer information to other ones. For example, if you enter $500,000 for Gross Commissions in the Convert Assets Calculator, when you open the Product Mix Calculator, that $500,000 already i
Once a firm licenses a calculator, they “own” it. Thus, they are responsible for training and support of the financial advisors if the tool is meant for advisors. In this regard, Broker Village would prefer not to speak with advisors directly. Broker Village will “train the trainer” at XYZ fund company or PDQ broker/dealer. It is XYZ’s or PDQ’s responsibility to support the advisors that access the calculators. However, if an XYZ or PDQ person has a question, they can call or email us, especially if there is technology concern. Back to Top Will the information be saved? Yes and no. Some tools have a save feature and others do not. For those that do, while a session is live, information is saved. There is a save button, but it must be clicked; nothing saves automatically. Further, some calculators transfer information to other ones. For example, if you enter $500,000 for Gross Commissions in the Convert Assets Calculator, when you open the Product Mix Calculator, that $500,000 already i
