Paperback Expert
Paperback Expert is a book publishing company… sort of. We’re really a marketing company that uses books to help business owners gain more clients and grow their revenue. You can sum up our approach in two words: Credibility Marketing. Credibility Marketing means setting yourself apart from the competition by positioning yourself as the expert. It […]
Astoria
Astoria is a high conviction, boutique asset management firm based in NYC. Founded in 2017 by John Davi, a 20+ year Wall Street veteran, Astoria brings institutional caliber research and portfolio analytics to create robust and thoughtful investment portfolios. Astoria serves as an outsourced CIO to finanncial advisors and is also the sponsor of exchange […]
ComplianceAdvisor
Our investment advisor compliance services, ComplianceAdvisor, are designed to support state or SEC-registered investment advisors in fulfilling their regulatory obligations with ease and confidence. While every firm is required to meet specific regulatory standards, we understand that each firm has its own unique compliance needs. That’s why we offer customizable solutions, allowing us to tailor our services […]
Symmetry Partners, LLC
Symmetry Partners provides investment strategies and business solutions that empower Financial Advisors to deliver an enhanced client experience. Guiding your clients to make investments that align with their objectives. Building and maintaining your business. Planning for the future. Your goals inspire us to deliver optimized solutions to help you reach them.
Golsan Scruggs
Golsan Scruggs is a boutique insurance brokerage focused on insuring asset managers across the United States. Located on the West Coast with a national presence, we currently serve over 2,300 RIAs and pride ourselves on consultation and education as the means to earn client trust. Though we provide full-service property casualty solutions, our key areas […]
eLegacy Law PLLC.
eLegacy Law is an online legal service with nation-wide estate planning expertise. We provide a full-scale, approachable, proven process providing peace mind – all from the comfort of the clients home.
Vanguard
Founded in 1975 on a mission to stand up for investors and give them the best chance for success, Vanguard continues that commitment today through a global team of 450+ investment professionals with deep expertise and a long-term perspective across asset classes and strategies. Our teams are focused on delivering strong client outcomes, with portfolio […]
The American College of Financial Services
The American College of Financial Services remains the best investment for aspiring professionals, enterprise leaders, and organizations, delivering applied financial knowledge and education, promoting lifelong learning, and advocating for ethical standards for the benefit of society. It’s a mission rooted in history and focused on the profession’s future.
SPFG
We offer a turn-key approach to designing, implementing, and managing customized individual bond portfolio solutions tailored to your clients’ needs. We focus intently on service and do the heavy lifting so you can spend more time helping clients and running your business.
Jackson National Life Distributors, LLC
Jackson® (NYSE: JXN) is committed to helping clarify the complexity of retirement planning-for financial professionals and their clients. Through our range of annuity products, financial know-how, history of award-winning service* and streamlined experiences, we strive to reduce the confusion that complicates retirement planning. We take a balanced, long-term approach to responsibly serving all our stakeholders, […]