WHAT TO DO:

We need to identify all of our sponsor and affiliate member companies’ products, offerings and services. Please have the person in your company who is responsible for the ADISA portal profile UPDATE your profile with the products/services you offer by Friday, June 19. If there is a problem, please contact Erin Balcerzak, ADISA's Membership & Data Systems Manager. Roughly half of our sponsor and affiliate companies have updated their profiles to show their products, but your firm has not yet done so.

WHY DO YOU NEED TO DO THIS? As mentioned before, ADISA is launching a new directory to serve the industry. The fully searchable online financial products and services directory will give our advisor community the at-your-fingertips information they have been looking for to find who offers what investment product, as well as other supplier support. As an ADISA sponsor/affiliate member, you are placed in the directory for a basic listing free (upgrades are also available and sold by Naylor, our ad sales team). The directory will feature live dynamic search capability, robust functionality and rich vendor profiles, and will be open only to ADISA members and not the general public. Thus, members will be able to find financial products and support services. Members will also be able to sort and contact companies by geography and category. Listed providers can use text, images, videos and maps to showcase and position their business as a trusted source.

Please UPDATE by June 19 to be included with accurate information!