The Advisor® is Going Digital!
Beginning in January 2019, the Advisor® will transition to an all-digital format.
There are several benefits to this format:
- faster delivery—no more waiting for the postal service;
- links from the cover page to every article;
- links to web sites that are referenced within articles;
- flexibility in formatting of information to make it more useful;
- links to print out just the Compliance Training materials, Compliance Notes or Trainer’s Plan pages;
- the Advisor® will still be provided in a format that would allow you to print a hard copy, if desired.
Our production and mailing costs have gone up significantly in recent years, but moving to a digital format will allow us to keep the subscription price steady at $195 per year. We will continue to offer support via phone and email to answer your compliance questions as part of the subscription service.
A link to the current Advisor® issue, Trainer’s Plan, Compliance Training materials and Compliance Notes will be delivered to current subscribers via email at the first of each month. To ensure delivery of monthly messages, please let us know if your email address changes. We will also monitor bounced emails from our end in an effort to promptly solve delivery issues.
We are constantly striving to provide the best service possible to our clients. Contact our office if you have any questions or concerns regarding the transition. You can reach us via email at firstname.lastname@example.org, or via phone at (800) 777-2337.