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Top Custom Advisor Solutions 126 South Chester Street Baltimore, MD 21231-2009 Phone: (410) 675-7880 Email: jmurphy@advisorsolutions.com Website: www.advisorsolutions.com For nearly a decade, Custom Advisor Solutions, Inc. (CASI) has earned the trust and confidence of investment professionals by providing customized software solutions and training that empower advisors to excel. From the smallest independent planners to the largest Broker/Dealers, CASI has earned the reputation as the technology consultant of choice by adhering to one simple philosophy. Focus on building long term relationships with advisors and deliver the exceptional value and superior support that they demand. With primary expertise in database design, data access (downloads) and portfolio tracking tools, our objective is to consistently exceed our clients’ expectations. Top eTelligent Consulting Phone: (913) 491-8383 Email: sales@etelligentconsulting.com Website: www.etelligentconsulting.com eTelligent provides technology consulting services to financial advisors. Our services include Etelligent BackOffice™, Etelligent Custom Reports™, Business and Technology Alignment™ (BTA), Etelligent Training™, LessPaper Office™, Web-Enabled Centerpiece and Data Conversions. 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 The Gregory Group P.O. Box 39227 • Washington, DC 20016-9227 Phone: (202) 364-6913 Email: info@gregory-group.com Website: www.gregory-group.com The Gregory Group's mission is to help financial service professionals leverage technology to get more business in less time. We exist because: Most people are overwhelmed by technology; they lack the time and knowledge to figure it out for themselves; they want someone to tell them what they need to know to use it well. Our coaching is based on three beliefs: to be effective, you have to know your audience and speak their language; people learn best when they can do things themselves; better results come from better process. Top Moving Your Practice Online Website: www.movingyourpracticeonline.com The Net allows you to develop some very creative strategies. However, like anything new, it can be both intimidating and a bit overwhelming. This web site is the to the new book The Financial Planner's Guide to Moving Your Practice Online by Douglas H. Durrie. The book walks advisers through every step, consideration, and precaution in the rapidly evolving Internet arena, from carving out a niche market to serving clients online. This authoritative source book is packed with invaluable Web sites specifically selected for their value to financial advisers. Chapters include finding great Web site developers, prospecting for clients online, assessing the pros and cons of Internet advertising venues, creating an e-marketing campaign, effectively mining databases for information, and staying on top of regulatory compliance issues. Durrie answers all the key questions about marketing your practice online. Top 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. Top VAULT Solutions Inc. 55 Yonge St. Suite 1210 Toronto, Ontario M5E 1J4 Phone: ( 416)361-9944 Email: info@vaultsolutions.com Website: www.vaultsolutions.com VAULT Solutions is the leader and partner of choice for wealth management firms committed to leveraging the Internet to address their business goals. Our expertise in web-based solutions is acknowledged throughout North America and we are recognized for our ability to translate business objectives into innovative technical solutions. Our deep bench of talent includes the business and technical skills that in 1995 created The Fund Library (www.fundlibrary.com), Canada's first comprehensive financial services web site and at its height, the highest traffic Web site in Canada. For more than ten years, this collective experience and expertise have enabled the VAULT team to design and build hundreds of web solutions for the financial services industry.