InvestorBased

Implementing its world-class distance-learning methodology, InvestorBased provides customized solutions that drive customer retention and acquisition for industry leading brokerage firms, financial institutions, and companies that have proprietary investing tools. We design powerful programs around your product to increase account acquisition, new assets, client retention, and trading volume by helping your clients become more knowledgeable, confident, disciplined and consistent. The result of our experience and methodology allows you to become the primary source of your clients’ success. By helping your clients become more confident in their trading with your services and tools, we increase their lifetime value while providing you a dramatically increased rate of return. We offer programs focused on the Stocks, Options, Forex and Futures markets, as well as educational programs for your financial advisors based on our distance learning methodology.

The fact is in today’s competitive market, your business needs an edge – not only in client acquisition and retention, but also in maximizing your revenue from each and every client. How much more can you increase revenue and assets if your clients are better educated on risks, money, securities, and how to use your services and tools to succeed in today’s market? InvestorBased offers that edge.

Ready to get started? Contact us today.

Robert Sizemore, Executive Vice President, InvestorBased
Office: (801) 642-0750 ext. 5109
rsizemore@globalbased.com