TORONTO, April 18, 2013 /CNW/ - Accretive Advisor has launched the country's very first independent, online service that brings investors AND financial advisors together in one community. "Advisors have always had their own sites and investors theirs. It seems only natural to bring both parties together to facilitate more successful financial relationships between them," says Accretive Advisor co-founder George Hartman.
Tom Reimer, Accretive Advisor's other co-founder notes that "For too long, investors have been 'the hunted", it's time they were put in a position to be 'the hunter".
Accretive Advisor offers investors a portal to educational information and tools to help make them better investors and also introduces them to advisors who have met the rigorous qualifications of Accretive's ELITE™ Advisor Program.
The ELITE Advisor Program involves a third-party assessment of an advisor's service offering to clients. In order to be awarded this distinction of excellence, the advisor must receive satisfaction ratings in a comprehensive survey of their clients that puts them in the top echelon of their profession; as well as having a clean regulatory record and passing a thorough review of their service offering to ensure it is clear and consistent. "The ELITE distinction can't just be bought", Reimer states emphatically, "It has to be earned!"
Hartman says, "This objective and rigorous process makes it clear that these advisors are simply the best at what they do, according to those who know best — their clients. We hope that the ELITE distinction will become a standard for the financial planning and investment advisory industry."
About Accretive Advisor
Accretive Advisor provides marketing, research and practice management services to the wealth management industry as well as educational services to retail investors. Our core strength is combining proprietary data and research with an online platform that empowers Investors and Financial Advisors to create more successful financial relationships. We provide education, action and tools that help Investors become more confident and Advisors more effective and successful. The Accretive Advisor platform includes digital media, data and research, training and development, marketing communications and consulting. For more information, visit www.accretiveadvisor.com.
About Accretive's ELITE™ Advisor Program
The ELITE Advisor Program validates, distinguishes and promotes the best advisors in the industry - the elite who uphold the highest standards of service excellence. 'ELITE Advisor' is a distinction of excellence.
SOURCE: Accretive Advisor
For further information:
Loni Macdonald, Program Manager, Accretive Advisor Inc.
[email protected] / 416-368-7007 Ext. 301 / 1-877-577-7315