Business building tools

When you join The Guardian Network®, you become a part of an entrepreneurial system and will build your practice with us, working with the clients and in the communities you choose. As a business owner, you need access to tools and technology to help you run the business. From client management to marketing and more, we provide the tools and technology you need to keep track of the day to day and make running your business a little easier.

The Living Balance Sheet®

Becoming a Guardian Financial Representative gives you access to The Living Balance Sheet® (LBS), a powerful proprietary web-based and fully-interactive wealth organization and client servicing tool. LBS is built around Guardian’s unique “Protection First” approach and is a proven advantage to growing your practice.

• Built on four core planning principles, LBS makes the complex simple, allowing you to present a balance-driven, long-term financial strategy. This powerful platform will help you understand your client's overall financial picture, and provide an opportunity for a deep conversation about which actions will be needed to achieve financial success.
  
• LBS walks your client through each step of the influential LBS planning process, allowing you to build business today and build long-term relationships for tomorrow.
  
• Integrated with other important Guardian practice management tools you use every day, LBS supports the use of life, disability, investments, and retirement products.
  

The LBS Team offers comprehensive training and case support to help members of The Guardian Network® master the LBS narratives and planning tools.

SmartOffice

SmartOffice is Guardian's approved and supported Customer Relationship Management (CRM) solution — designed to help you organize, and automate most, if not all, of your day-to-day business activity, including communication, prospecting, client data, and records.  It is deeply integrated with other Guardian systems to maximize efficiency.

MarketEDGE360

MarketEDGE360 is a relationship management solution, created for the field and by the field. It offers FRs instant access to targeted lists of clients, prospects, and recruits, where you can execute a comprehensive portfolio of compliance-approved, highly personalized communications that can be customized at a local level for your practice. Regardless of who your prospects or clients are, what holidays they celebrate, or what is important to them, MarketEDGE360, provides the content and media you need to successfully: nurture prospect opportunities, build interest and generate traffic, and drive activity to convert sales …and take full advantage of your  market for business growth.

Investment & Advisory Solutions Platform

Grow your investment business easily and efficiently by leveraging the robust capabilities of Park Avenue Securities, which custodies through Pershing.

• NetX360 is the single technology platform you need to manage your client accounts and run your wealth management business efficiently.
  
• NetXInvestor provides your clients with simple and intuitive online and mobile access to account information, eDelivery of documents, ACH money movements and mobile check deposits.
  
• Envestnet allows you to easily tailor advisory solutions (UMA, SMA, Mutual Fund/ETF wrap) across client segments.
  
• Albridge Wealth Reporting provides access to on-demand comprehensive household level performance reporting.
  

Social Media and Marketing Tools

We understand that building a business today means being digitally savvy and having a strong online presence. We provide our Financial Representatives access to tools that help you build a strong online presence including:

• Mobile-responsive websites with automated marketing tools to help keep you top of mind.
  
• Digital insights and education hub with multimedia content for you to share with clients and engage prospects.
  
• Online appointment and calendaring solution.
  
• Supported access to Facebook Business Pages, LinkedIn and a social media content stream flow to make sharing content on social media simple and effective.  
  
• Seminar marketing resources with compliance-approved content and planning resources.