We like to add value to our investor and financial advisor users and are pleased to share the following unique providers with our community:
ReminderMedia is the highest quality client follow-up program for financial advisors. With a turn-key, easy-to-use interface and proven ROI from our clients, ReminderMedia’s personalized approach to financial service marketing works! Stay top of mind and start generating more referrals and repeat business today.
First Ascent Asset Management is the only full-service TAMP to offer outsourced portfolio management services for a low, flat fee. First Ascent offers a wide range of services and tools to help advisors grow their businesses, attract new clients, and better serve existing ones. Advisors ranked First Ascent the #1 TAMP and #1 Online Portfolio Management Tool in both the 2021 and 2020 T3/Inside Information Advisor Software Survey based on client satisfaction.
For more information visit www.firstascentam.com.
Lighthouse Life offers clients two ways to benefit from life settlements. First, life settlements generate “found money” in retirement when selling a life insurance policy they aren’t going to keep or if they need to meet retirement objectives or are faced with health care or long-term care costs. And, Lighthouse Life’s multiple-duration Beacon Bonds are fixed-income investments into our growing company for both accredited and non-accredited investors. Visit us at www.lighthouselife.com, or call 1-866-547-2422
Qwoted is a free platform and two-sided network that helps the media connect and collaborate with subject matter experts (and the PRs who represent them). Powered by AI, data and natural language processing, Qwoted provides better transparency and creates a more seamless and efficient process for sourcing and story ideation. The platform makes it easy to connect with the media and secure free press coverage for your business. Qwoted’s network was originally launched in Financial Services so it has a particularly strong user base within financial newsrooms and publications.
White Glove is a tech-enabled marketing services company dedicated to helping financial advisors grow their business. White Glove’s proprietary Done-For-You platform provides financial advisors access to successful marketing solutions to help get them in front of more clients.