This document discusses the perceived value of different types of communications from financial advisors according to clients. It also outlines some advantages that a financial reporting tool called Frontex Reporter can provide to financial dealerships, including increasing revenue and optimizing client relationships. A hypothetical scenario is presented showing how the tool could generate hundreds of thousands of dollars in additional yearly revenue for a dealership with 80 advisors, depending on the percentage increase in portfolio size it enables.

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FRONTEX Reporter
The Future of High Impact Portfolio
Analysis and Reporting
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2. PERCEIVED VALUE OF COMMUNICATIONS
High Net Worth Clients rate the following communications/activities
in terms of the perceived value:
Of
Very Somewhat Little Don't
Figures are % of respondents Valuable Valuable Value No Value Know
Newsletter (hardcopy or e-mail) 22 61 13 2 2
Commentary/Market updates 22 46 19 7 6
Web site 10 34 20 11 25
Any type of client appreciation/
social activity 16 40 25 10 9
Any type of educational workshops 16 39 24 8 14
Performance reporting 48 37 6 5 4
Portfolio Reviews 65 23 6 2 4
Source: Advisor Impact Inc.

3. DEALERSHIP ADVANTAGES
Builds revenue and optimizes
relationships
Attracts new clients and advisors
Promotes best practices
Supports advisor/client
development
Improves advisor effectiveness
Standardizes dealership/client
reporting

4. DEALERSHIP: RETURN ON INVESTMENT
Let’s assume the following scenarios:
1. Frontex Reporter cost of $50 per month per Advisor
2. The Dealership has 80 Reps
3. The dealership compensation model is based on them keeping 20%
for their services
4. The Advisor compensation is based on a mix of portfolio – 50% front-
end loaded and 50% back-end loaded
Dealership
Yearly
Por/olio
Revenue
Increase
with
Reporter
Dealership
Dealership Portfolio Size/ Portfolio % Dealership
Yearly Revenue increase less
Advisors Advisor Increase Yearly Revenue increase
administrative costs
80 $10M 5% $240,000.00 $192,000.00
80 $10M 10% $480,000.00 $432,000.00

5. ®
FRONTEX Reporter
The Future of High Impact Portfolio
Analysis and Reporting
is Now!
Contact us today or visit our website
http://frontexreporting.com