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FundEX’s Perspective:

What sets FundEX apart?  Our defined cost platform represents more than just a 100% payout opportunity.  We like to believe that everything from our advisor-focused guiding principles to our business philosophy and industry insight makes us unique.  If you’re a client-centred financial planner, and not a producer, we may be the right fit for you. 
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Annual Business Conference

Each year FundEX holds a business conference open to all of our Associates.  Instead of being a reward for surpassing production targets, our conferences are focused on educating all of our advisors on the issues that challenge our industry today and in the future.  Leading experts in the fields of practice management, regulation, investor psychology, money management, technology, and the economy are brought in to share their insights. 

The focus of our conferences is to strike the right balance between industry leading seminars and informative workshops, with a wide array of activities for our advisors and their families to enjoy.  The added benefit of being able to network with some of the industry’s most ethical and successful advisors is priceless.

 
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