Consultants

AdvisorTek provides quick access to a network of Consultants specializing in the financial services industry.


TactiBrand

Toronto, Ontario, Canada
Phone: (877) 260-5710, Ext 101
Email: kirk@tactibrand.com
Website: www.tactibrand.com

TactiBrand is a leader in developing tactical brands for financial advisors, broker-dealers, RIAs and FMOs. We help financial advisors and financial institutions develop their stories and turn them into compelling brands with powerful marketing including professional websites, email marketing, brochures and much more.

Branding helps:

  • generate more referrals to and from ideal clients
  • improve ROI of other marketing initiatives
  • improves focus, improve sales

Work with us…experience tactical branding; intimate, professional, results-driven branding and marketing.


AdvisorBenchmarking.com
Phone: (301) 296-5385
Website: www.advisorbenchmarking.com

AdvisorBenchmarking is designed for Registered Investment Advisors (RIAs) to help them enhance and grow their businesses. By participating in a confidential online survey, advisors receive customized free analysis of their practices.The confidential online survey takes about 20-30 minutes to complete, covering all important aspects of the advisor’s business: Marketing, Client Relations, Profitability, Investment Product Use, Technology Use and Business Policies.


Advisor Impact

1001 Avenue of the Americas, 4th Floor
New York, NY 10018

Phone: (866) 686-0660
Email: info@advisorimpact.com 
Website: www.advisorimpact.com

Advisor Impact, Inc. works with financial services firms, and their advisors, to improve productivity and profitability. To that end, the firm provides research, training and tools to help advisors build a foundation of profitable and loyal clients. With offices in New York and Toronto, Advisor Impact works with financial advisors, broker/dealers and mutual fund companies across North America. The company was incorporated in 1998.


Advisor Pathways

WaterPark Place
20 Bay St, 11th Floor
Toronto, Ontario, M5J 2N8

Phone: (416) 368-3726
Website: www.advisorpathways.com

Advisor Pathways is committed to building strong teams and successful individuals. We are consultants, facilitators and coaches dedicated to maximizing business results and personal growth. Advisor Pathways provides consulting and coaching expertise to successful Advisors and their teams.


Bachrach & Associates

8380 Miramar Mall, Suite 200
San Diego CA 92121

Phone: (800) 347-3707
Email: info@bachrachvbs.com
Website: www.bachrachvbs.com

Since 1988 BAI has been teaching and coaching financial professionals to build communities of Ideal Clients through the successful implementation of Values-Based Financial Planning™. At BAI, we believe that a Financial Professional’s focus should start and end with the Clients’ values and goals in mind … and financial plans should be developed with the intent to create the highest probability of achieving those goals. That is what professionals do.


The Covenant Group

335 Bay Street, Suite 701
Toronto, Ontario M5H 2R3 Canada

Phone: (877) 903-3878
Email: info@covenantgroup.com
Website: www.covenantgroup.com

Welcome to The Covenant Group, creator of The 8 Best Practices of High-Performing Advisors™. We specialize in helping organizations grow market share and increase productivity by improving the practice development capability of their advisors and agents. Our approach is to develop long-term Learning Relationships with our clients. In the past five years, we have created programs and entered into Learning Relationships with many of the world’s largest insurance companies, banks, mutual fund companies and securities dealers.


Focus Point Solutions

3395 Southwest Garden View Avenue
Portland, Oregon 97225

Phone: (866) 201-3034
Email: info@focuspointsolutions.com
Website: www.focuspointsolutions.com

Utilizing a web-based virtual office concept, we deliver a fully outsourced and turnkey business solution for fee-based advisors. This complete solution provides everything from an integrated client database and portfolio management system, to fully aligned systems for procedural and administrative support. The program is enhanced by our unique philosophies and strategic business guidance, and bolstered by financial planning case writing support, marketing support, an option to use our firm’s branding as your own, and much more.


FP Transitions

10260 SW Greenburg Road Suite 1170
Portland, OR 97223

Phone: (800) 934-3303
Website: www.fptransitions.com

FP Transitions is the nation’s leading provider of equity management, valuation, and succession planning services for the financial services industry, and operates the largest open market for buying and selling financial service practices in the U.S. Working in cooperation with broker-dealers, custodians, clearing firms, and insurance companies, FP Transitions provides its services to independent and captive financial advisors, registered reps, and insurance agents of all sizes.


GC Learning Services LLC

Instructional Design & e-Learning Specialists

Phone: 1-888-ELEARN-8 (1-888-353-2768)
Contact:  www.gcls.info
Website: www.gclearningservices.com

Got Training? GC Learning Services LLC offers B2B Instructional Design & E-Learning Development services for the financial industry. Affordable, Fun, Engaging, & Interactive Training. GCLS has been providing critical training and SCORM compliant certification training to top financial organizations since 1996.

Projects include Design Documents, Storyboards, Project Management, audio narration by a professional voice talent, flash animation and royalty-free music and graphics. Free Consults & Quotes available. Contact us today.


Headspring Consulting

1370 Don Mills Road, Suite 300
Toronto, ON, M3B 3N7

Phone: (416) 642-3980
Email: info@headspringconsulting.com
Website: www.headspringconsulting.com

Headspring Consulting Inc., headed by financial expert Sandra Foster provides quality advice and expertise to the financial services industry and financial education to Canadians.The professionals at Headspring Consulting Inc., act as strategic consultants who understand and appreciate your individual needs. We bring essential business experience from many areas including: advisory, systems, research, human resources, marketing and pubic relations. Our multi-faceted, integrated approach is honest and direct.


HorsesMouth

39 Broadway, 23rd Floor
New York, NY, 10006

Phone: (212) 343-8760
Email: info@horsesmouth.com
Website: www.horsesmouth.com

Horsesmouth improves the performance of financial advisors in a continuous process that provides them with access to innovative resources and key people that can help them succeed. The Horsesmouth Network provides access to innovative resources and key people that can help you and your firm succeed. Horsesmouth brings you new ideas every day for business development, practice management, financial planning, client management, managed money, and investing. In addition, Horsesmouth includes powerful tools for corporate executives, branch managers, training departments, and product groups who focus on increasing performance within the firm. The firm can reinforce important messages in internal Web sites, newsletters, learning modules, and promotional material by linking to fresh, relevant content in Horsesmouth.


IndependentRepBestPractises

Tiburon Strategic Advisors
1735 Tiburon Blvd.
Tiburon, CA 94920

Phone: (415) 789-2540
Email: help@tiburonadvisors.com
Website: www.independentrepbestpractices.com

IndependentRepBestPractices provides independent representatives a forum to compare their business practices versus other independent representatives, and learn best practices in areas such as product use, technology use, marketing strategies, and business economics. IndependentRepBestPractices is also FREE to use! There are 35 questions in the survey and it will take approximately forty-five minutes to complete. Once you have completed the survey, you will be able to print a free, comprehensive 225 page research report! All of the user data is saved throughout your session, so you are welcome to return at any time. User information is protected by our privacy policy.


Inside Information

Phone: (913) 491-8383
Email: bobveres@yahoo.com
Website: www.bobveres.com

Inside Information gives you access to the best thinking in a community made up of some the best and most thoughtful advisors on the planet. Inside Information is actually three services in one: 1) a weekly e-mail with the Cliff Notes version of the most important articles that have been published in 4 trade magazines and 6 consumer magazines that week; 2) the monthly Inside Information newsletter, which offers the best thinking at 10 industry conferences a year, plus articles on new trends in practice management, investing and client services. And 3) a weekly e-mail that interacts with you and other leading planners, posing questions and then reporting on the best and most thoughtful answers, allowing the community to think through its challenges in real time.


Money Quotient

261 Moe Street
Poulsbo, WA 98370

Phone: (360) 697-4561
Email: amy@moneyquotient.com
Website: www.moneyquotient.com

Money Quotient (M.Q.™) develops Financial Life Planning® tools and training for professionals who want to make a difference in the lives of their clients. As a non-profit organization focused on education and research, our purpose is to provide a life-centered approach that will engage, enlighten, and empower the clients you serve. To this end, we have developed a process for building solid client relationships, conducting effective one-on-one meetings, and delivering value-added services. In addition, our practical, life-centered materials will help you get to the heart of your client’s values and priorities, and create a framework to align a financial plan with their life goals.


Mezzo Compliance, LLC

Phone:    (503) 867-9369
Email:      contact@mezzocompliance.com
Web:        www.mezzocompliance.com
Twitter:  @mezzocompliance

Mezzo Compliance is a securities compliance consulting firm dedicated to providing you with real world advice. Our solutions are grounded in the reality of a risk-based, time-crunched world.  We can help with anything from getting your new enterprise off the ground to full-service compliance for more established businesses. Our consultants have provided services to all types of clients – multinational fund complexes to one-person start-ups, and everything in between. We will work with you as a fully vested partner in your compliance program. Your compliance program or project will be tailored to meet exactly your needs and budget.


Nick Murray

P.O. Box 1554
Mattituck, NY 11952

Phone: (631) 298-1840
Email: nmurrayco@aol.com
Website: www.nickmurray.com

Nick Murray began his career as a financial advisor in 1967. In 1975, he was a founding director of the New York City chapter of the organization now known as the Financial Planning Association. He is the author of seven books for financial services professionals, including the current best seller, The New Financial Advisor. For clients, Nick also wrote Simple Wealth Inevitable Wealth: How you and your financial advisor can grow your fortune in stock mutual funds. He is the director of a newsletter/spot coaching service for advisors called Nick Murray Interactive, and is a contributing editor to Financial Advisor magazine.


John Olsen

Olsen Financial Group
131 Hollywood Lane
Kirkwood, MO 63122

Phone: (314) 909-8818
Email: jolsen02@earthlink.net

John L. Olsen, CLU, ChFC, AEP is a financial advisor and estate planner practicing in St. Louis County, Missouri. John has written and taught courses in insurance, financial, and estate planning and conducted seminars for agents, planners, and lay audiences. In addition to serving his own clients, John provides consulting services to attorneys, accountants, insurance agents, and financial advisors. An increasingly large part of John’s practice is financial planning software consulting to firms and individual planners. As he receives no compensation from purchases of software he reviews or recommends, John is able to offer his clients objective, unbiased help in determining which programs fit their individual needs.


Pareto Systems

#323-11186 Spring Hill Drive
Spring Hill, Florida 34609

Phone: (866) 593-8020
Email: inquiries@paretosystems.com
Website: www.paretosystems.com

Pareto Systems provides business development, practice management and client relationship solutions to the financial services industry. Pareto Systems’ core philosophy is that your business should be predictable, sustainable and duplicable. We believe that long-term business relationships must be built on trust. The paretoplatform, a web-based BDRM (Business Development Relationship Management) solution, ensures success. With the paretoplatform, proven business-development, practice management and client relationship processes merge into the perfect BDRM solution. The paretoplatform has evolved beyond any CRM available to the financial services industry. Pareto Systems’ approach is based on best practices. We help professionals to understand the ‘why,’ and more importantly, the ‘how’ of successful implementation. This is the essence of The Pareto System.


Practice Lifecycle

Website: www.practicelifecycle.com

Practice Lifecycle is a web portal built by some of the most respected industry practitioners for industry practitioners. The portal has been carefully designed to include the critical information advisors need to make both day-to-day and long-term strategic practice management decisions with confidence. Regular contributions from today’s industry leaders allow you to operate your practice with a much-needed virtual business consultant by your side.


PredictWallStreet

1840 41st Ave Suite 102-171
Capitola, CA 95010

Phone: (831) 464-0308
Email: info@predictwallstreet.com
Website: http://www.predictwallstreet.com

PredictWallStreet produces financial prediction software designed to beat the markets. PredictWallStreet uses advanced algorithms created by a number of investing professionals. Since 2007, PredictWallStreet has outperformed the markets by 5.1% each year. In addition to software, PredictWallStreet users gain access to a community of investors frequently discussing trends within the market.


RIA Compliance Consultants

1905 Harney St., Ste. 530
Omaha, NE 68102

Phone: (877) 345-4034
Email: bhill@ria-compliance-consultants.com
Website: www.ria-compliance-consultants.com

RIA Compliance Consultants provides registration and renewal services, mock exams, document reviews, compliance program assessments, and more. RCC collaborates with investment advisors to identify regulatory and risk management challenges. We then work with them to build and implement practical solutions that protect their clients while meeting their regulatory responsibilities.


Seminar Crowds

1100 N. 4th Street, Suite 123, Unit # 12
Fairfield, IA 52556

Phone: (800) 207-3840
Email: tanner@seminarcrowds.com
Website: www.seminarcrowds.com

Seminar Crowds! Inc. is proud to provide customized seminar invitations for your direct mail campaign needs. How to keep new prospects coming to your business? Nothing is efficient as seminar marketing. Done right, a financial seminar can continually generate a stream of new leads. Like any method of lead generation, the key to seminar marketing is consistency. Our prices start as low as 28.9 cents (depending on volume and type of invitation).  Many seminar agents who use us save thousands of dollars every time they mail seminar marketing programs for their direct mail campaign versus what they previously paid other mail houses to fill their financial seminars. We provide turnkey financial seminar marketing packages for the financial services community and have worked with independent broker-dealers, FMOs, and individual agents and advisors throughout the US. Other professionals such as lawyers, mortgage brokers and life insurance representatives also use our seminar marketing services to promote their businesses, so you can depend on our experience to produce an effective seminar marketing campaign.Our complete seminar marketing packages always include: customized seminar invitation design, top rated direct mail lists, live-answered RSVP service, and postage for one low price.


Senior Consultant

1457 Crystal Springs Lane,
Richmond, Virginia 23231

Phone: (804) 643-1075
Email: support@srconsultant.com
Website: www.srconsultant.com

Clearly, today’s financial product and service menu has become mind-boggling. No one understands it or can articulate it in its entirety. Investment management consulting provides you with the process and technology that empowers you to articulate the entire financial product and service menu of the financial services industry, in terms specifically meaningful to each of your clients. Senior Consultant can help you understand the six financial services that comprise the Investment Process required by ERISA and UPIA through which you can add value for each of the ten major market segments of the individual and institutional investor markets. This is the science-based process that is shifting the course of the financial services industry.


Square Peg Solutions

Paul Copcutt – Personal Brand Architect
1063 King St West, Ste 412
Hamilton, ON Canada L8S 4S3

Telephone: 905-628-1100
Email: paul@paulcopcutt.com
Website: www.squarepegsolutions.com

In today’s ‘new normal’ everyone has to take responsibility for their careers and be accountable in their roles. Paul Copcutt is The Personal Brand Architect who is fiercely committed to helping professionals, executives, business owners and the teams they lead to take control and build their careers and businesses by design not by chance. A sought after speaker and media resource, Paul speaks at Fortune 500 and FTSE 100 companies about topics including:

  • Putting your Personal Leadership Brand into Action
  • The 8 Pillars of Personal Brand Leadership
  • Do you exist on Google and why should you care?
  • Recession Proofing Your Career
  • and more

Steve Moeller

American Business Visions
1131 E. Main Street, Suite 201
Tustin, CA 92780

Phone: (800) 678-1701
Email: bizwiz@businessvisions.com
Website: www.businessvisions.com

American Business Visions is dedicated to helping financial advisors achieve total success — as they define it. The company has developed proven processes for identifying, attracting and converting affluent prospects into happy clients. Whether your background is in insurance, brokerage, financial planning or investment consulting, our products and services can help you consistently make more money with less effort.


Strategic Coach

10255 W. Higgins Road Suite 420
Rosemont Illinois 60018

Phone: (888) 872-8877
Email: info@strategiccoach.com
Website: www.strategiccoach.com

The Strategic Coach Program is a results-oriented lifetime focusing program for experienced, successful entrepreneurs. What’s your Unique Ability? It’s your unique collection of superior skills that give you energy and great results. We’ll help you develop your business around what you’re uniquely great at and what you love to do. The rewards are greater energy, excitement, and enjoyment, and never-ending growth.


TactiBrand

1291 Duncan Avenue
Oshawa, ON L1K 2Y2

Phone: (877) 260-5710, Ext 101
Email: kirk@tactibrand.com
Website: www.tactibrand.com

TactiBrand is a leader in developing tactical brands for financial advisors, broker-dealers, RIAs and FMOs. We help financial advisors and financial institutions develop their stories and turn them into compelling brands with powerful marketing including professional websites, email marketing, brochures and much more.

Branding helps:
– generate more referrals to and from ideal clients
– improve ROI of other marketing initiatives
– improves focus, improve sales

Work with us…experience tactical branding; intimate, professional, results-driven branding and marketing.


Total Office, Inc.

1170 Sutherland Ave
Akron, OH 44314

Phone: (866) 320-0861
Email: info@totaloffice.cc
Website: www.totaloffice.cc

Virtual office support for financial advisor nationwide. We disburse account administration functions and administrative office tasks virtually, so all you do is delegate and it’s done. There’s no describing the relief and freedom our clients experience simply by outsourcing to Total Office. Truly, anything an administrative secretary can do, we can do … but more efficiently. Because, you’re not paying us to sit at the water cooler. Nor do you have to supply office space, taxes, benefits, equipment or training. We simply conduct your paperwork, web design and office administration off-site, to wherever you are, whenever you want it, anywhere in the world. By phone, fax or email we conduct what you dispense, from opening new accounts, to database management to newsletters, mailings and more.


Virtual Office News

Phone: (866) 320-0861
Email: sherry@virtualofficenews.com
Website: www.virtualofficenews.com

The Virtual Office News is a monthly newlsetter from David Drucker and Joel Bruckenstein, the authors of “Virtual Office Tools for a High Margin Practice.” Get the latest news on virtual office tools and technology, learn how advisors are actually making the virtual office work for them and receive our periodic “Price Watch” to find the best prices on recommeded hardware and software.