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Advisor Marketing 4718 E. Cactus Road, Suite 237 Phoenix, Arizona 85032 Phone: (480) 991-6420 Email: info@advisormarketing.com Website: www.advisormarketing.com Are you looking for a solution to your marketing problems? If you dread prospecting and would rather spend an hour at the dentist than do marketing, we can help. We help financial professionals like you in a couple of ways. We can help the do it yourselfer with information that they can use to take their business to the next level. All of our information has been developed just for you! I've used my years of working with advisors to put together materials that will help you take marketing from an annoying headache to the opportunity that it really is. Top Jack Cramer & Associates 2122 Rowley Avenue Madison, Wisconsin 53726 Phone: (608) 232-0550 Email: jack@jackcramer.com Website: www.jackcramer.com Jack M. Cramer has been consulting with banks, broker-dealers, insurance companies and mutual fund companies since 1997. His primary focus has been developing training, marketing and coaching programs that increase sales by maximizing the efforts of front-line Brokers, their Sales Managers and the Executive Management Team. Mr. Cramer also helps bank investment programs and independent broker-dealers unlock the ROI from their investment in financial planning technologies. Top Freedomarketing 1291 Duncan Avenue Oshawa, ON L1K 2Y2 (888) 677-8946 Email: kirk@freedomarketing.ca Website: www.freedomarketing.ca Freedomarketing helps financial advisors develop, design, implement and sustain their marketing strategies. We provide advisors with a clear marketing focus and message. We then work with advisors to design, implement and manage all of their marketing initiatives. Yes, we actually help you implement and manage your marketing. We call this our 'Chauffeur Driven' marketing solution. Our services include brand development, web design, brochure and post card design, content writing. marketing consulting, and much more. Top HNW 245 Fifth Avenue, Suite 1902 New York, NY 10016 212.258.9200 Phone: (212) 258-9200 Email: sales@hnw.com Website: www.hnw.com HNW is the premier solutions company focused exclusively on the high-net-worth market. Our mission is to provide leading companies with the marketing services and software they need to acquire and retain affluent individuals and families, and to empower the advisors who work with this valuable client segment. Top Insurance Pro Shop 3658 Jeannette Drive Jensen Beach, Florida 34957 Phone: (877) 297-4608 Email: info@insuranceproshop.com Website: www.insuranceproshop.com Insurance Marketing, Prospecting and Sales Made Easy for Insurance and Financial Services Professionals. These Powerful, State-of-the-Art Annuity and Insurance Marketing Systems Can Literally Double Or Triple The Number Of New Clients You Bring Into Your Business... Within Just A Few Weeks! Top IRA Help Email: edslott@irahelp.com Website: www.irahelp.com The publisher & editor of Ed Slott's IRA Advisor, a newsletter focusing on tax & estate planning for your retirement savings; a highly sought after Keynote Speaker, making national presentations to financial planners, insurance professionals, brokers, banks, mutual fund companies, business groups and consumers; and the author of "The Retirement Savings Time Bomb...and How to Defuse It" Top LA Valley Communications 204 Scarborough Place Nanaimo, B.C. Canada V9T 5L3 Phone: (877) 525-9677 Email: inquiries@lavalleycommunications.com Website: www.lavalleycommunications.com LaValley Communications Ltd. is a sales and consulting company based in Nanaimo, B.C. and specializes in the creation and delivery of sales and marketing programs in Canada and the United States. A main focus of the company has been in the financial services industry. LaValley Communications provides sales training, marketing and relationship management programs for advisors, employees and senior management. LaValley Communications is known for its ability to help financial advisors and their firms communicate more effectively with clients. Through the company’s proprietary sales and relationship management programs, it provides financial advisors the tools to be able to position their messages to have the most impact with clients and prospects Top Leder Mark 502 Washington Avenue, Suite 101, Baltimore, MD 21204 Phone: (410) 832-7337 Email: info@ledermark.com Website: www.ledermark.com Professional services marketing requires both specialized knowledge of your industry and marketing expertise. LederMark Communications is a financial services marketing consulting firm that combines industry depth with innovative approaches to launching investment products, crafting financial services firm strategy, developing cross selling culture and post merger integration, offering distinctive ideas for wealth management, mutual funds, investment management and other financial services companies. Top Palladium Media Consulting 4621 South Cooper, Suite 131-280 Arlington, Texas 76017 Phone: (877) 465.9800 Email: derrick@palladiummc.com Website: www.megamarketing.com We believe the best way for financial professionals to move “up-market” and effectively reach their “ideal clients” is through the media. We specialize in creating maximum media exposure for select financial professionals throughout the country. Using a proven custom-tailored approach, we can help you and your advisors gain the publicity you need to establish credibility, high visibility and higher profitability for yourself and your company. We cater to an exclusive group of financial firms and independent advisors who understand the value of media exposure to reach their “ideal clients”, providing media relations expertise for investment advisors, insurance agents, financial planners, etc. Top Paul Karasik Phone: (310) 545-4994 Email: paul@paulkarasik.com Website: www.paulkarasik.com Paul Karasik delivers proven sales, marketing, and management solutions. He will provide you with presentations, training, products, and success systems that will enable you to achieve your goals faster and easier. Paul Karasik is the financial industry's number one resource for maximizing sales. Top Promark Holding Group Phone: (800) 234-6910 Email: info@promaker.com Website: www.promaker.com ProMARK Holding Group, LP is a marketing company with focus. We are intent on building relationships with an elite group of marketing professionals. From basic training to advanced case marketing support. - Exceptional! Top PT Marketing Group Centre City Tower, 650 Smithfield Street Pittsburgh, PA 15222 Phone: (800) 999-8995 Email: info@ptmarketing.com Website: www.ptmarketing.com PT Marketing Group is a telephone marketing and direct marketing agency that specializes in lead generation for the insurance and financial services industry. For 12 years, we have provided top producers with appointments with business owners. Our specialty is qualifying business prospects and scheduling confirmed appointments. We save you time from prospecting so that you can focus on closing sales and servicing clients. We have the people, experience, resources, and systems to provide qualified appointments for different concepts, including nonqualified deferred compensation plans and other tax-advantaged savings strategies and employee benefits. Top Referral Coach International 2915 Fenimore Road Silver Spring, MD 20902 Phone: (301) 949-6789 Email: info@referralcoach.com Website: www.referralcoach.com Referral Coach International teaches a client-centered system that makes clients and centers of influence willing participants in the referral process. Addressing the psychological aspects of referrals, as well as proven strategies, this is a comprehensive approach that thousands of sales professionals are currently using to attract high-quality clients ready to do business. If you or your salespeople don't have a proven referral system, you are clearly leaving money on the table. Top Richard Weylman P.O. Box 436 Boca Grande, FL 33921 Phone: (800) 535-IDEA (4332) Email: office@richardweylman.com Website: www.richardweylman.com To successfully create business opportunities with the affluent and wealthy requires focusing on the people and not just their wealth. However, it is often easier said than done. Based upon his lifetime of experience marketing, selling, and communicating with the affluent and wealthy, Richard Weylman has designed this website to share with you the tools, resources, and services you need to successfully grow your business in this unique marketplace. Whether you're targeting successful business owners, professionals, executives, or other wealthy individuals, you'll discover and learn many strategies and tactics that you can put to use immediately. Top Seminar Direct 315 E. Watkins St. Phoenix, AZ 85004 Phone: (888) 629-1919 Email: dougd@seminardirect.com Website: www.seminardirect.com Seminar Direct provides promotional and marketing support to financial advisors and insurance professionals growing their business with financial seminars. Products include seminar invitations, financial postcards and drip marketing systems.