New Program to Focus on Sales Enablement and Education for Financial Services Professionals
Matrix Financial Solutions, a Broadridge Financial Solutions, Inc. (NYSE:BR) company, has re-launched its popular Matrix U program as an educational resource bringing industry experts and thought leaders together for the benefit of financial advisors, third-party administrators (TPAs), broker-dealer firms and mutual fund wholesalers. As part of the re-launch, Matrix U will feature live and on-demand webinars, on-site workshops and educational materials, all focusing on helping financial services professionals to stay abreast of the latest trends and how to leverage current market conditions to grow their businesses.
“Matrix U is all about sales enablement and execution,” said John Moody, President, Matrix Financial Solutions. “Whether it’s a discussion on the latest industry regulations, trends or workflow processes, Matrix U is all about helping organizations align all of its resources so that the right information and tools are in place and can be delivered in a way that is relevant to each unique selling situation.”
“As we continue to penetrate the broker-dealer space and work with more RIAs, we see the need for a resource like Matrix U; a program that can help them navigate the complex sales process and ensure that the latest information on regulations and trends, among others, is available. Matrix U is uniquely positioned to be the go-to resource for the financial services community,” added Mr. Moody.
In addition to providing the tools and resources financial services professionals need to compete and grow their businesses in this ever changing environment, Matrix U will also offer certified courses that qualify for various CE credits, including ASPPA, NIPA, CFP, CRPS and CRPC.