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Would you like an easy way to help you recruit and retain members, and increase your assets under management? The Educated InvestorTM family of products can help you achieve those objectives.
Consider these facts published by the Securities Industry Association Annual Survey:
- 2 out of 3 individual investors think they don’t know enough to make good investment decisions, and
- 8 out of 10 of investors want more financial education from the financial service firms and financial service firms that serve them.
Financial service firms can take advantage of this hunger for financial know-how to reinforce their image as safe, reliable partners committed to customer service. And Educated Investor products like The Encyclopedia of Personal Finance™ are an important part of that marketing success.
Whether you use our products to build customer loyalty, as new account incentives, or to introduce members to new financial products and services, you’ll find that financial education can enhance both your mission and your marketing strategy.
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Our Educated InvestorTM family of products includes the following:
| The Encyclopedia of Personal Finance Deluxe |
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| The Encyclopedia of Personal Finance Standard |
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| The Educated Investor Guide to Money and Finance |
Every Educated Investor product can be branded with your company name and logo.
To learn more about how Precision Information can put the power of financial education to work for you, call us toll-free at 1-888-345-1285 or e-mail us at info@precision-info.com. |
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