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Content and Tools that Financial Advisors Need to Be Successful

Invitation to apply:
We're assembling an exclusive online panel of financial advisors and fund managers to be a part of defining the ideal resource for asset management. The opportunity is for you to collaborate at your convenience in this online panel, as you share and learn from others about what you and they value in their business and why. In addition to this knowledge networking experience, you will gain recognition from your peers in the form of points and cash rewards.

Project Context:
Examples of interactive tools in the market today include JP Morgan’s Guide to Markets, Goldman Sachs’ podcast series Exchanges, and Blackrock’s suite. In this discussion we aim to collect the most valued aspects from across these and other resources to define the ideal online content and tools to aid financial advisors better connect with their clients.

What you can expect:
Your application here will be reviewed by the sponsor in less than 24 hours. Once approved, you will be added to the discussion where your ideas will be shared with the other panelists and you will be able to discuss and vote on one another's ideas.

peopleSeeking Expert Participation

- Financial Advisors
- Investment Advisors
- Money Managers
- RIAs
- CFAs
- CFPs
- Retirement Planners
- Independent Firms
- Wirehouse Advisors


helpGiven the focus of this panel, why do you think you are positioned to provide valuable input? Please briefly share your relevant experience as a financial advisor.

helpPlease nominate one resource, data set, content type, or tool you feel is valuable to deliver superior asset management or advisement, and support it describing its accessibility and impact.

Answer the question here


supervised_user_circle Top Applicants

flag Expectations

Panel members log in when inspired to nominate ideas, contribute commentary, and engage with other members. Other panelists are added to your network.

stars Value

- Enhance your knowledge on trends driving your industry
- Connect with high-caliber peers on subjects of importance
- Gain recognition as a thought-leader
- Earn cashable rewards

Experts nominate one resource, data set, content type, or tool they feel are valuable to deliver superior asset management or advisory, and support it describing its accessibility and impact.
Impact to Your Business


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Refer and get $10 (40 Currntcy).

Make sure you are logged in, copy the link, share it with potential panelists (that are not already Currnt users), if they are
selected and participate, you earn $10 (40 Currntcy). It's that simple.