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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. Top 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. Top Advisor On Track 105-589 Rideau Street Ottawa, ON Canada K1N 6A1 Phone: (613) 241-0290 Email: info@advisorontrack.com Website: www.advisorontrack.com The AdvisorOnTrack™ multi-disciplinary team provides practice management services to Investment Advisors, Branch Managers, National Sales Executives and Corporate Practice Management Divisions. We specialize in the following areas:Investment Advisor Coaching; Business Systemization; Brand Development & Marketing; Client Experience Management. To complement our coaching and consulting services, we have developed proprietary technology which generates analytical reports and proposals for Advisors who choose to use Exposure Management (XM™) as part of their unique value proposition. Top Business Transitions 10300 SW Greenburg Rd Suite 470, Portland, OR 97223 Phone: (800) 934-3303 Email: info@businesstrans.com Website: www.businesstrans.com Business Transitions Consulting, LLC specializes in building and delivering value to our clients. Our work assists companies in each stage of development through start-up to succession planning. We assist organizations with a variety of operating issues including strategic planning, financial benchmarking, systems analysis, process improvement, and mergers and acquisitions. Individually and collectively our consultants help our clients improve operations through increased performance and productivity Top 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. Top 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. Top FP Transitions 10300 SW Greenburg Rd Suite 470 Portland, OR 97223 Phone: (800) 934-3303 Email: info@fptransitions.com Website: www.fptransitions.com We help independent reps buy or sell their practices. We provide you with a complete "Transitions Package," not just an introduction to a buyer or seller and a road map to the nearest attorney's office. Our services include personal guidance and support through the entire process from start-to-finish, a complete contract package, and closing/escrow services provided by a recognized national title company. All of these services are included in our closing commission. Top Freedomarketing 1291 Duncan Avenue Oshawa, ON L1K 2Y2 Phone: (888) 677-8946 Email: kirk@freedomarketing.com Website: www.freedomarketing.com 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 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. Top 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. Top 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. Top Insurance Transitions 10300 SW Greenburg Rd Suite 470, Portland, OR 97223 Phone: (800) 934-3303 Email: info@insurancetransitions.com Website: www.insurancetransitions.com We help independent insurance agents buy or sell their practices. We provide you with a complete "Transitions Package," not just an introduction to a buyer or seller and a road map to the nearest attorney's office. Our services include personal guidance and support through the entire process from start-to-finish, a complete contract package, and closing/escrow services provided by a recognized national title company. All of these services are included in our closing commission. Top 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. Top 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. Top
Top PM Consulting 1346 E. Catalpa Street Springfield, MO 65804 Phone: (417) 865-0998 Email: pmafteiu@snet.net Website: N/A PM Consulting is a specialty consulting firm. Our focus is on a long term relationship with our clients. Specifically we coach our clients through a number of financial services issues: business planning and strategy, operations, compliance and the interaction between operations and compliance (especially under the SEC\'s current exam regime). In addition, we offer \"CCO Coaching\" services to all investment advisers, including hedge funds. For hedge funds we will help you determine who should be your CCO, then provide internal and customized education to the firm and your CCO so you understand the impact of SEC registration and regulation. Top 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. Top Practice Merger Consultants, Ltd. Phone: (617) 678-8138 Email: info@practicemergers.com Website: www.practicemergers.com Owners of independent financial management and investment advisory firms have been struggling for years to find client acquisition strategies that allow them to continue their growth without spending every new revenue dollar they generate on the overhead needed to service new clients. Whether you're in the early stages of building your practice or on the verge of retirement, we can help you to determine if a merger or acquisition strategy is right for you. We will guide you through each step of the process from identifying an appropriate merger or acquisition candidate to tailoring a client transition and retention strategy that will dramatically increase your probability of success. We have perfected the art of practice transition and have made it a viable option for those looking to escape from the more clients=more revenue=more overhead=more hours syndrome. Top 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. Top Schwab Advisor Transition Support Website: www.schwabadvisortransition.com Schwab Advisor Transition Support is a new suite of services designed to assist Independent Advisors in developing strategic transition plans. The service offers Advisors and Financial Service Professionals a way to help lay the foundation for future ownership, assure client continuity and optimize financial rewards. With more than 300 firms and over 80 sellers listed, the Listing Service has proven to be an efficient, confidential way for RIAs to explore merger and acquisition opportunities. Top 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. Top 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. Top 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. |
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