RidgeWorth Launches Efficient-Advisor.com to Help Advisors Better Focus
Sep 14, 2011, 12:09 ET
ATLANTA, Sept. 14, 2011 /PRNewswire/ -- Today RidgeWorth Investments launched a new website dedicated to providing financial advisors with access to resources they need to better focus on serving clients and growing their businesses. The minimally branded site, geared toward both wealth and retirement plan advisors, has educational one-pagers and short video tutorials which highlight the benefits of using online productivity enhancing tools such as LinkedIn and Google Alerts. Advisors will also find useful mobile apps, a checklist for hosting successful client events as well as relevant investment insights.
"Advisors are often bombarded by a variety of distractions that keep them from focusing on serving their clients and attracting new ones," said Jim Stueve, President of RidgeWorth Investments. "Efficient-Advisor.com offers a range of practice management resources that can help them better focus on what really drives their businesses."
Using Google Alerts and LinkedIn, advisors can expand their professional network, generate referral activity, automatically gather intelligence about clients and prospects as well as learn more about their competition. The 3-to-5 minute video tutorials demonstrate how to get set up with these productivity tools as well how to use select advanced features. A comprehensive list of advanced features and quick tips can be found on each tool's respective one-page resource. Useful apps that allow advisors to manage and share presentations with clients from most mobile devices, pick the right wine for client events as well as locate the best service options within any airport at the touch of a button are also described.
"Although we think these efficiency resources are a great start to helping financial advisors become more productive, RidgeWorth is committed to partnering with advisors for the long-term and plans to add new tools and resources quarterly," continued Stueve.
Advisors can access the suite of time-saving resources and investment insight at www.efficient-advisor.com.
About RidgeWorth Investments
RidgeWorth Investments serves as a holding company that owns interests in six investment boutiques with approximately $47.5 billion of assets under management as of June 30, 2011. RidgeWorth's investment boutiques manage a wide variety of investment disciplines across the fixed income and equity asset classes. Our boutiques provide investment management services to a growing client base that includes endowments, foundations, corporations, healthcare organizations, municipalities, public funds, associations, insurance companies, labor unions and high net worth individuals. In addition, RidgeWorth serves as the investment adviser to the RidgeWorth Funds mutual fund family. RidgeWorth Investments is a trade name for RidgeWorth Capital Management, Inc., an investment adviser registered with the SEC, headquartered in Atlanta. For more information about RidgeWorth, visit www.ridgeworth.com.
An investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the RidgeWorth Funds can be found in the fund's prospectus. To obtain a prospectus, please call 888-784-3863 or visit www.ridgeworth.com. Please read the prospectus carefully before investing. Mutual fund investing involves risk, including possible loss of principal.
Information provided is general and educational in nature and is intended for use by investment professionals. The material was created using a range of sources which RidgeWorth believes to be, but cannot guarantee to be accurate. This material is not intended to be, and should not be construed as investment, legal, estate planning, or tax advice. RidgeWorth does not provide legal, estate planning or tax advice. Registered Representatives of a Broker-Dealer and employees of Registered Investment Advisors are subject to their Firm's policies, including the use of social media, which may prohibit the use of LinkedIn or require that "recommendations" be blocked.
®2011 RidgeWorth Investments. RidgeWorth Investments is the trade name for RidgeWorth Capital Management, Inc., an investment advisor registered with the SEC and the adviser to the RidgeWorth Funds. RidgeWorth Funds are distributed by RidgeWorth Distributors LLC, which is not affiliated with the adviser.
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SOURCE RidgeWorth Investments
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