The Wealth/Stack Showcase
Why We Were Selected:
The competition for prospects’ eyeballs has never been more difficult. With the ability to create, curate and distribute content, just about anyone can now be an influencer. But are you really creating meaningful connections? That’s where Function4 comes in. With the ability to create bespoke events and reach centers of influence, Function4 is the one-stop event planning tool to help advisors build and manage their own events.
What We’re Solving:
Advisors’ days are already jam-packed with client meetings, reviewing investments and the basic day-to-day practice management. Who really has the time, energy—and more importantly, the expertise—to pull off an event that’ll attract the right prospects, and grow your pipeline? Additionally, networking with Center of Influence (COIs) is key, and Function4's easy-to-navigate event listing helps advisors choose where to spend their valuable networking time. Function4 is your true partner for connecting with the right clients.
Why We’re Different:
We "carried the bag," and our team has experience as advisors, marketers, wholesalers and in national accounts (e.g., home office). We speak the FA's language, and designed this platform specifically for them. We understand the day-to-day struggle of growing a business. It’s this insight that helps shape how we build and structure our solutions for advisors.