Our Partners
SmartOffice CRM for Financial Advisors and Insurance Agents enables growing firms to manage multiple lines of business and a large number of clients from anywhere, anytime—all while increasing the personal level of service that secures your position as your clients’ most trusted financial advisor. An easy-to-use, web-based, industry-specific financial advisor solution, SmartOffice ties together the diverse pieces of your business— people, process, and systems. As a result, your entire office can do business faster, and build and maintain strong client relationships that drive more business. Click here to register for a demonstration, or call us at 800-777-9188.

Redtail delivers web-based Client Relationship Management (CRM), paperless office Imaging solutions and Email Archiving and Retention services. Offered as a subscription service, Redtail provides financial professionals with tools necessary for their trade in an easy to use fashion that they can get up and running quickly. Redtail's high-performance platform is compatible with all environments and it integrates with many popular financial industry solution companies. For more info go to www.redtailtechnology.com.

Platinum

Platinum Advisor Marketing Strategies is a turn-key marketing and practice management resource that helps independent financial advisors attract and retain high net-worth clients. It was developed by three of the nation’s leading authorities on client-centric marketing and financial advisory practice management. Visit www.platinumadvisormarketing.com to learn more!
Real Wealth

Real Wealth® is an Internet-based Client Communication and Marketing Tool designed to touch your clients and prospects, either weekly or monthly with an audio podcast. It will Educate, Inspire and Motivate them to take action with you, their financial professional. To see a sample web page go to www.myrealwealthadvisor.com/sample or www.myrealwealthprofessional.com/sample.

For more details contact the Real Wealth® Team at (877) 825-7579 or info@realwealthadvisor.com.

Efficiency Pays Off

Efficiency Pays Off – Embracing an integrated solution to business operations, Efficient Practice.com designed the Profit-Driven Architecture™, an entirely new way of organizing and profiting from your firm. It involves the seamless coordination of four major areas of your business in a shared resource and information environment that stresses the efficient use of all areas of business operations.

If you need assistance with all or just part of your business operations, we can work with you in a variety of ways. With an efficient firm, you can make money even in a year when no additional gross profit is realized.

Let us show you how Efficiency Pays Off for you! Mention ‘Mobile Assistant’ and receive a $500.00 discount on services. (applies to comprehensive consulting services only)

Visit www.efficientpractice.com or call us toll-free at 877-296-6876.

My Virtual COO My Virtual COO is the affordable, efficient management solution designed to address your businesses' operational needs without the expense and challenges of having a Chief Operating Officer on staff. We implement and manage a more productive system to increase overall organization, create employee self-training, improve customer service, and execute marketing campaigns.
QCSS QCSS, Inc. – Quality Customer Service & Sales is a full service outsource contact center specializing in increasing the efficiency and effectiveness of front end marketing and sales efforts. Through our execution of managed custom prospecting strategies for appointment setting and lead generation, our clients are able to free up their time, fill their pipelines, track outcomes, and meet sales goals consistently. To learn more, please visit www.qcssinc.com or call 888.229.7046.
401(k) Rekon is an industry-leading provider of research and education for financial advisors, empowering them to build more successful retirement plan practices. Our core offering is an online 401(k) provider database. Financial professionals may access the database for free.
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At Sales Empowerment Group we focus on assisting your organization by building better processes, tools, and training/coaching programs all designed to lead to an increase in activity, revenue, and ultimately separate your company from outside obstacles to win deals all the time – every time.
LexisNexis Interaction
LexisNexis® an Integrated Partner of Mobile Assistant
2000 Clearwater Drive, Suite 100, Oak Brook, IL 60523
p 630.572.1400
Greenleaf Media Graphic Design
Greenleaf MeDia is a full service design firm offering personal attention and innovative creative services. Dynamic marketing solutions – annual report design, corporate identity, web design, multimedia (FLASH), catalogs, displays, packaging design, and newsletters.
The leader in customer relationship management (CRM) & cloud computing
T Technology Tools for Today ("T3") is a two-part service by Virtual Office News LLC consisting of a newsletter and annual conference. Both services are geared to meeting the needs of independent advisors for up-to-the-minute technology news they can employ within their firms to achieve the highest possible efficiencies.