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Advisor Impact 40 Holly Street, Suite 901 Toronto, ON M4S 3C3 Phone: (416) 489-2016 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 Carol Greene Marketing Communications Phone: (905) 577-6996 Email: info@carolgreene.ca Website: www.carolgreene.ca My job is to help when you either lack the in-house resources, skills or time to produce that marketing brochure, Web site, newsletter, annual report or other marketing communication. To help you achieve your or your client's marketing objectives, I offer a wide spectrum of skills and experience. My goal always is to provide you with well-written, clear, attractive and affordable communications that are on target, budget and time. Whether you want to outsource writing, editing, project management, consulting, or design and production, I can help. My services are as flexible as your situation requires. Top Headspring Consulting 1370 Don Mills Road, Suite 300 Toronto, ON, M3B 3N7 Phone: (416) 642-3980 Email: info@headspringconsulting.com Website: www.headspringconsulting.com Headspring Consulting Inc., headed by financial expert Sandra Foster provides quality advice and expertise to the financial services industry and financial education to Canadians.The professionals at Headspring Consulting Inc., act as strategic consultants who understand and appreciate your individual needs. We bring essential business experience from many areas including: advisory, systems, research, human resources, marketing and pubic relations. Our multi-faceted, integrated approach is honest and direct. 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 companion 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 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 Pareto Systems 338 Somerset St West, 2nd Floor Ottawa, ON K2P 0J9 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 YouFoundation 601 - 1001 West Broadway Vancouver, BC V6H 4B1 Phone: (800) 223-9332 Email: inquiry@youfoundation.com Website: www.youfoundation.com YouFoundation is a provider of outsourced practice-management concepts, tools and systems for financial professionals. Offering unmatched knowledge of the financial advisor's business, YouFoundation and its partner company, The Newsletter Factory collectively deliver practice management and marketing solutions to the increasingly competitive financial services industry. |
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