Resources
Below is a list of companies that maybe able to help you with developing your Investment Advisory business:
BOK Financial
Corporate Trustee Services from a leader in the field.
Mike Flinn
Vice President
National Sales Manager, BOK Financial Advisor Trust Services
MFlinn@bokf.com
Schedule a Phone Call with Mike
T 480.596.4334 M 480.510.1284 F 480.426.7824
BOK Financial® is a trademark of BOKF, NA. Member FDIC. Equal Housing Lender.
EMONEY
The Most Powerful Financial Software in the Industry.
Questions? Call 1 (888) 362-4612 or email customerservice@emoney.com
We build software for financial advisors who want to engage and collaborate with their clients. We'll help you create the ultimate experience for your clients and your practice. Find out how.
REDTAIL TECHNOLOGY
CRM (Client Relationship Management) Software
(800) 206-5030 x1004 David Mehlhorn
BUSINESS KILLERS
(267) 684-6844, Mike Mainardi x23, CoFounder/Managing Partner Donna Whiteley x21
Succession planning tools, videos, marketing materials
‘Amanda’ – HBW Discount Code JMID2013
Selling Technology Universal License form
Supply Order Form 12.5.12
Selling Technology/Business Killers Podcast
ECONOMIC SECURITY PLANNING, INC
617-834-2148
Laurence J. Kotlikoff
kotlikoff@gmail.com
Social Security software planning tool. Discounted pricing for HBW Advisors, just enter HBW Advisory in the “Company field” in the billing section at checkout to received the discounted price of $160.
PLATINUM ADVISOR MARKETING
(877) 421-5593
Anna Wilson
Anna.wilson@platinumadvisormarketing.com
Thomas Fross
Thomas.fross@platinumadvisormarketing.com
We provide a host of services for financial advisors. From logo design to office forms and procedures, our members get everything necessary to attract and retain high net-worth clients. Turn-key marketing system for client acquisition. Proven step-by-step office systems, communications and check lists. While other firms compete on price and gimmicks, set yourself apart by creating genuine loyalty.
ED SLOTT & COMPANY, LLC.
Laurin Lavine (516) 987-3180
laurin@irahelp.com
Ed Slott and Company, LLC, provides timely and accurate IRA education to hundreds of thousands of financial advisors and consumers throughout the year. We are on a mission to match consumers with competent, educated financial advisors. Known as “America’s IRA Experts”, Ed Slott and Company offers various training programs and educational products such as Ed Slott’s 2-Day IRA Workshop, Ed Slott and Company’s eSeminar Series and Ed Slott’s IRA Advisor newsletter.
Ed Slott’s Elite IRA Advisor Group℠ was created in 2005 as an exclusive membership group dedicated to being leaders in the IRA industry. These advisors receive continuous training from Ed Slott and Company via 2 workshops per year, periodic webcasts, email alerts and support from our IRA Technical Consultants. There are currently over 350 members throughout the country armed with current, cutting-edge IRA information to help service their clients.
Ed Slott and Company has further promoted their mission through national Public Television specials aimed to teach consumers how to ask the right questions to find quality financial advisors to get the most out of their retirement savings. The Public Television specials, including the new Ed Slott’s Retirement Rescue!, have been viewed by millions of Americans and have raised millions of dollars in donations for Public Television.
Ed Slott and Company does not sell nor endorse any financial products. Ed Slott and Company is an educational company created to help financial institutions, financial advisors and insurance companies become recognized leaders in the IRA marketplace.
ADVISOR JUNCTION
(800) 690-5819 Eric Sanders, esanders@weatherstonecm.com
Advisor Junction was created for the purpose of helping advisors successfully market their business. A memorable marketing event starts with the right idea. We help you get started by introducing over 50 different events designed to generate a return on your investment and create lasting memories. As a paid subscriber you will have access to regular webinars with industry experts in the field of marketing and best practices for financial advisors as well as regular newsletters, highlighting marketing specific ideas to help you execute your marketing plan the right way the first time. We understand you don’t have unlimited amounts of money to grow your practice. You work within the confines of a budget and need to wisely invest your marketing dollars. We help you fill your database with qualified prospects all while benefiting your existing clients.
REFERRAL COACH INTERNATIONAL
Let Bill Cates teach you how to get and use quality referrals to build your business.
Bill Cates
(301) 497-2200
RED ZONE MARKETING
Simply put, Red Zone Marketing helps our clients find and keep more business. We primarily consult in the financial services industry with individual advisors and teams, broker dealers, and insurance and fund companies. We assist companies with development of their strategic marketing plans, business plans, procedures for systematized operations and leadership development and training programs.
Maribeth Kuzmeski
(847) 367-4066
SEMINAR CROWDS! INC.
Tanner Gire
(800) 207-3840 x531
LARKSPUR DATA
Larkspur Data is the leading provider of marketing information in the financial services industry. If you’re targeting high net worth individuals, 401(k)/retirement plans or tax exempt organizations, we have the tools to help you expand your business. Over the past 15 years, Larkspur Data has helped thousands of sales and marketing professionals close billions of dollars in sales! We have the most up-to-date and accurate marketing information available anywhere. All of our products are available on-line, making it easy for you to quickly locate prospects using your PC!
Joni Adair
(800) 282-4567 Ext. 15
LASER APP
All of HBW Advisory Services forms are in Laser App, this is a great paperwork assistant software tool.
BROADRIDGE – FOREFIELD NEWSLETTERS
Client newsletters
(800) 353-0103
Forefield Newsletters is a full-featured, monthly financial planning newsletter service offered to both independent financial advisors and financial institutions. The Forefield Newsletter service allows financial advisors and institutions to create customized, and fully branded newsletters for clients, including both PDF and native HTML e-mail versions.
By using Forefield Newsletters with prospects and customers, you provide valuable information on a variety of timely and interesting financial issues, raising your overall brand awareness. By delivering newsletters to clients in the format they prefer, you better satisfy your clients and take advantage of the zero-cost e-mail distribution option, where appropriate.
- New article choices added each month
- Weekly Market Summaries
- Print and electronic versions with client read data
- Fully customizable with color scheme, picture, logo, and welcome note
- Professional print and mail available
- Insert your own feature article
MARKETING PRO
Client newsletters
(866) 254-6035
What is MarketingLibrary? An extensive online library containing thousands of high-impact, professionally pre-written marketing messages and new technology that integrates seamlessly with compliance offices for pre-review of content. New content is added every week. Save time and significantly increase the impact of your client communication and marketing efforts. Search the library for a pre-authored article, newsletter or client letter and (if pre-approved) send it to your contacts right away.
MORNINGSTAR NEWSLETTER BUILDER
Client newsletters
(866) 608-9571
A web-based platform that features FINRA-reviewed Morningstar articles and employs full customization options, Morningstar Newsletter Builder is built with one goal in mind to help financial advisors strengthen client relationships with personalized communications.
FINRA-reviewed Morningstar articles added to the online library on a monthly basis, allowing advisors to provide clients and prospects insights into financial markets, outline investment strategies, and recap the most recent economic activity raising their overall brand awareness
Pre-assembled newsletters created on the 1st business day of the month and available for immediate distribution.
NEW Advisors can distribute HTML newsletters, complete with email tracking capabilities (Sample HTML E-mail).
Monthly ‘Market Commentary’ that provides insights into financial markets and general economic activity.
Personalization options, including the ability to load photos, logo, mast-head graphics, and contact information.
Custom article management, allowing advisors to integrate their own research and analysis into each newsletter.
Article sidebar comments where advisors can summarize key points, tie action steps to an article, offer product solutions, discuss portfolio strategies, etc.
Finished newsletters can be delivered to clients and prospects as a PDF file, as an HTML email, or printed and delivered in hard copy format.
Newsletters can be custom configured, and range from 2 to 12 pages in length.
Advisys - BRT Back Room Technician
http://www.advisys.com
Deanna Palmer (800) 777-3162 x1357
dpalmer@advisys.com
BRT is the only financial planning tool offering client education, modular needs analysis and presentation materials in a single, integrated application. It offers a fast and easy solution for motivating prospects, educating clients and preparing financial plans. There’s a reason why over 45,000 financial professionals choose our product...RESULTS. Improved sales. Increased productivity. Long lasting client relationships. BRT is powered by Advisys, an industry standard helping financial services professionals communicate solutions to their clients for more than 30 years.
FINANCE LOGIX
Andrew Tishkevich
andrewt@financelogix.com
(800) 557-1780
MONEY GUIDE PRO
Daniel Latham
dlatham@moneyguidepro.com
(800) 743-6938 x138
