Business building tools

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 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.

MarketingSuite makes it easy for you to connect with your clients and prospects, build deeper relationships and drive referrals. Based on our Financial Professionals’ feedback, we have developed a fully integrated experience that is exclusive to Guardian. With MarketingSuite, you get:

Content – Access a library of pre-approved and proprietary email and social media content from Guardian and Park Avenue Securities, in addition to third party content from financial and lifestyle publishers. Can’t find what you’re looking for? Create your own custom emails and social posts to stay top of mind.

Automation – Save time by activating business development, prospecting, and recruiting campaigns in just a few clicks. Segment your contacts so that you send the right message to the right people, at the right time.

Events – Build more personal connections with in-person and virtual events. Event Builder provides the tools you need to host an event. Create a landing page, promote through email and social, and capture RSVPs.

System Integrations – Seamlessly sync your SmartOffice contacts, tap into your book of business with Client List Builder, and save time with integrated compliance workflows.

Value – Marketing Suite is available as a complimentary benefit of the FR contract.

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.