Saving and Finding Your Favorite Funds

Your Account

  • Sign in to your account through the “Log in” button in the black footer of RoboWholesaler.com
  • If you don’t yet have an account, sign up for one by clicking the “Register” button in the footer

Saving a Fund as a “Favorite”

  • Once you have an account, you can visit any individual fund page and click the orange “Favorite Fund” button
  • These funds are saved to your account and can be accessed by going to the footer and clicking the “Profile” button (which is only available once you’re logged in)
  • All of your favorited funds are listed below your information on the Profile page

Removing a Favorite Fund

  • You can delete a favorited fund from your account by going to your Profile, choosing which fund you’d like to remove, and clicking the “Unfavorite Fund” button on the individual fund’s page

Introducing a New Paradigm in Eldercare Solutions

Aging can be complicated. To help protect your clients and deepen your relationship as a trusted advisor, let Theia Senior Solutions be your single source for aging management solutions. Theia Senior Solutions provides platinum level concierge services with the same level of security, efficiency and responsiveness your clients expect, along with seamless, transparent communication to keep the family, and you as their advisor, informed.

Many firms are grappling with the aging population of their clientele portfolio. With the great wealth transfer looming, spending shifts and more clients potentially experiencing diminished capacity, firms must find unique ways to differentiate, attract and retain valuable clients. Now is the time to establish your competitive advantage with existing and prospect clients, while evolving your multi-generational approach. Theia welcomes the opportunity to provide a proactive, innovative way to make your firm more efficient while ensuring your clients’ well-being and life goals are met. To learn more, go to Theia Senior Solutions, or call 1-844-843-4200.

 

Marketing Advice

The Marketing Handbook for Financial Advisors is the first book of its kind. Written by an industry leader in financial services marketing, learn how to:

  • Market your practice in a simple, straightforward and immediately implementable approach
  • Develop a marketing plan that employs “the right mix” of tactics
  • Focus on a story-driven, digital first message that ties marketing to your business plan

 

 

 

 

The LinkedIn Starter Kit for Financial Advisors provides a to-the-point explanation of how to build a compliant and effective profile as well as guidance on how to build new and existing client relationships.

 

 

 

 

 

 

Marketing Support

 

Need help marketing yourself to clients? Work with Robowholesaler partner, SKY Marketing Consultants, to build individual marketing pieces to accompany your Fund Fact Sheet or build an entire marketing package.

 

Stay Informed

Stay informed on relevant industry topics by signing up for the Robowholesaler.com email newsletter.

 

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