Financial organizations that understand the power and potential of Dynamic Investments will gain a massive competitive advantage in the future of investing. The NAOI offers multiple levels of support that enable organizations to take full advantage of exciting new approach to investing. They are described on this page.
The NAOI offers education seminars that teach an organization what Dynamic Investments are, how they work and how an organization can use them to gain a significant competitive advantage in today’s crowded world of financial services. We also show how DIs can be integrated into an organization’s current offerings in a manner that generates significant new revenues without disrupting current operations. Typically conducted an a client’s offices, an NAOI education seminar can be customized to meet an organizations specific needs.
Dynamic Investment Product Catalog
The NAOI has designed several simple, high-performance Dynamic Investments and Dynamic Portfolios. These are investing “products” that advisors and portfolio designers can use immediately in conjunction with NAOI Education.
Following are examples of Dynamic Investment training classes offered by the NAOI:
The art and science of Dynamic Investment Design, Creation and Management
How to use Dynamic Investments to create Dynamic Portfolios
Strategies for integrating DIs into an existing product line
Proven methods for marketing and selling Dynamic Investments
Customized training classes as defined by our client
Classes are conducted for groups at our client’s offices.
NAOI consulting services will be tailored to meet your organization’s specific needs and goals. We can show any financial organization how to:
Increase existing revenue streams
Open new revenue streams without disrupting current operations
Expand investment product lines virtually overnight by combining existing products into the Dynamic Investment structure
Open new markets that existing products can’t reach
Create a Strategic Plan that provides significant competitive advantages through the use of Dynamic Investments
…… and more. The ROI of entering into an NAOI consulting contract will be off the charts.
An NAOI Partnership enables organizations to work on an on-going basis directly with the NAOI in the development of new Dynamic Investments, Dynamic Portfolios, DI applications and profitable strategies. For a limited time period we can also discuss an exclusive cooperative agreement. Of course only one such agreement will be available so interested parties should contact us as quickly as possible.
Contact NAOI President, Leland Hevner, directly with questions or to obtain information related to any of the valuable programs discussed above at LHevner@naoi.org.