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Advisys, Inc. (formerly Kettley Publishing Company) 20271 SW Birch Street, Suite 200 Newport Beach CA 92660 Phone: (800) 777-3162 Website: www.advisys.com Advisys, Inc. products, including Back Room Technician® and echoWealth™, are widely used to increase sales, train existing advisors, engage high-level recruits, educate consumers on product offerings and market to prospective and existing clients. The comprehensive reports, calculations, charts, graphs and illustrations are used by Fortune 100 companies and more than 65,000 financial professionals nationwide. Top Emerald Publications 12395 World Trade Drive San Diego, CA 92128 Phone: (800) 233-2834 Email: sales@emeraldpublications.com Website: www.emeraldpublications.com Emerald Publications is the industry-recognized, leading provider of financial seminars to the industry today - and there's a very simple reason why our seminars are first-class. Seminars are a highly effective way for financial professionals to market their services. Public seminars allow you to get in front of hundreds of prospects at one time; co-sponsored seminars allow you to showcase your services to specific groups or markets; and one-on-one client-only seminars are a great way to help with client retention. Emerald offers 4 comprehensive, 20 topic-specific, and 4 special-subject seminars to meet the needs of today's market. All Emerald seminars are NASD reviewed. Top Forefield Advisor Forefield Inc. 100 Locke Drive Marlboro, MA 01752 Phone: (800) 550-6831 Email: sales@forefield.com Website: www.forefield.com Forefield Advisor is a real-time sales, education, and client communication tool that enables financial advisors to deliver current, concise and compliant advice to clients. Veteran advisors use Forefield Advisor as sales and presentation tool that makes it easy to research and communicate sound financial strategies. New advisors can become instant experts on a broad array of financial topics using Forefield Advisor's dynamic database of original articles and tools. Top FMT Solutions 37672 S. Terrace Park Dr. Tucson, AZ 85739 Phone: (800) 430-7052 Email: jeff@fmtsolutions.com Website: www.fmtsolutions.com Financial Marketing Track Solutions™ provides customized training, consulting, and marketing services for financial corporations and their representatives. We specialize in helping financial advisors build their practices through seminar and worksite marketing. Our suite of six seminars includes: Retirement Planning Today, Retirement & Your 401(k) Plan, Retirement & Your 457 Plan, Faith, Life & Money , Realizing College Dreams and The Life Planning Workshop. Top The Kugler System Phone: (800) 358-4537 Email: info@kuglersystem.com Website: www.kuglersystem.com Create compelling, sales-generating seminars which provide everything you need to present estate, business and retirement planning concepts to a group. Our Marketing Manual walks you through the entire process - from booking a room, creating a direct-mail and advertising campaign to support your efforts, handouts, follow-up letters and more. Again, using the same concepts, we'll equip you with slides or a PowerPoint presentation -- giving you a professional way to make your pitch using Kugler's proven, powerful content. This package is available in both versions -- Estate; Business Planning AND Retirement. Top LifeCourse Navigation Age Wave One Embarcadero Center, Suite 3810 San Francisco, CA 94111 Phone: (800) 679-3009 Email: lifecoursenavigation@agewave.com Website: www.lifecoursenavigation.com LifeCourse Navigation: Charting Your Journey to Retirement Freedom is a one-of-a-kind seminar marketing system created to help you multiply your business prospects and expand relationships with existing clients. This educational, entertaining and life-changing seminar will spur your audiences to think differently abut their lives, their futures and their financial plans. Most "financial planning" and "life planning" seminars are indistinguishable from each other. UNTIL NOW. Dr. Ken Dychtwald, best-selling author, sought-after public speaker and America´s "Age Wave" guru has created this powerful new seminar system packed with eye-opening facts and thoughtful insights culled from nearly thirty years of cutting-edge research. Top Scenario Seminars P.O. Box 5643 Rockford, IL 61125 Phone: (815) 874-9349 Email: dlazenby@scenarionow.com Website: www.scenarionow.com Scenario Seminars are highly graphic professional seminars designed to help you market and sell your services in the wealth market. Scenario Seminars provide highly professional client-level explanations of complex financial topics. They don't simply educate - they motivate. Each seminar system uses a case study approach that helps illustrate the advantages of taking action and the disadvantages of not acting. Each Scenario Seminars program provides you with the tools you need to plan and deliver an outstanding and highly effective prospecting seminar. All of the materials are provided to you on CD-ROM, so that you can print out additional participant workbooks and materials without additional cost! 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. Top Standard & Poor’s Financial Communications 111 Huntington Avenue, Sixth Floor Boston, Massachusetts 02199 Phone: (800) 326-7697 Email: infofc@standardpoors.com Website: fc.standardandpoors.com Standard & Poor’s Financial Communications’ innovative Newsletter OnDemand is the premier turnkey marketing solution for financial advisors to create and distribute custom generated, personalized and branded eCommunications. Use this tool to respond to market events, reach out to prospective clients, help prepare clients for portfolio reviews, or as a follow-up to meetings, calls, and seminars. Create periodic eNewsletters to different practice segments or take advantage of different life stage eNewsletters created by S&P Financial Communications. Advisors receive access to FINRA-reviewed articles and market and economic analysis from Standard & Poor’s. Top The Virtual Assistant (VSA) Financial Services Online 400 Windmill Oaks Drive Wimberley, TX 78676 Phone: (225) 387-9845 Email: boquin@fsonline.com Website: thevirtualassistant.com The Virtual Sales Assistant (VSA) is "the most comprehensive support tool in the industry" with virtually everything an advisor needs to operate a practice. Includes a Website, newsletters, personalized reports and presentations, calculators, lead generators, Powerpoint seminars, advanced planning books and tools and more. Priced at just $21.95 per month (first month free, no start up fee and no contract), the VSA is simply a great value for insurance and advisors. Discounts available through sponsoring companies, IMOs, broker-dealers and associations. |
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