Agency Building Archives - Creative Edge

How one advisor went from the daily grind to focusing on relationships with his clients Matt Green, an independent advisor, changed the entire way he does business because of ChangePath, a turnkey asset management platform (TAMP). Matt’s comprehensive practice lost one of its key personnel, but that didn’t stop Matt from having a record year…. Read More

Learn about the 2018 Income Maximizer (IMAX) Updates SIGN ME UP » As a CreativeOne agent, you have complimentary access to our Income Maximizer (IMAX) software. With the New Year comes change, and IMAX has several updates we want to share with you including: How to uncover potential Roth conversion opportunities using IMAX’s new Bracket… Read More

Acclaimed speaker and CEO of the Foundation for Financial Education, Jonathan Lee, visited more than 40 sales offices around the country in 2017, and he’s ready to share what he’s learned with you, if you’re ready to listen to his advice. Why not come and hear what he has to say? Lee has experience turning his… Read More

Join us for a live 1 1/2 day in-person event in Scottsdale, Arizona hosted by Thomas Gold Solutions. Super charge your knowledge of Income Maximizer. 10 hours of software education and appointment training. Small class size, 14 attendees max, breakfast & lunch included. Multiple locations and dates for your convenience. March – Scottsdale (March 22-23,… Read More

A story’s worth a million words. Rather than tell you about ChangePath’s effect on a hypothetical firm, we thought we’d show you a real advisor, Matt, talking about what it did for him. Matt Green had $15 million in assets under management (AUM). Then he lost a key operations person. But — as the cliché goes —… Read More

There’s no time like the present to evaluate your future. The next broker-dealer offer awaits you. Fall’s here, and thus the time many advisors are evaluating their bd relationships … is it still symbiotic for both parties? For some advisors, yes. However, some are left in the aftermath of bd acquisitions who have continually brought… Read More

Our profession is facing one of the greatest challenges it has ever seen. With the decrease of insurance professionals and qualified wealth managers, our pool of industry professionals is shrinking. In this decade, we’ve witnessed the number of U.S. financial advisors falling for five consecutive years.1 Unfortunately, with the lack of advisors in the marketplace,… Read More

Capitalize on your knowledge and expertise in your own local market with Instant Authority. Our program not only guarantees your appearance on your local news station or in a major publication, but positions you as an expert, helps you gain credibility and trust and builds brand awareness in your community. Let’s face it—publicity matters. Publicity… Read More

The outsourced investment management approach began ever so slowly, but as the industry responded to the challenges and regulations of recent years, advisory firms embracing turnkey asset management platforms (TAMPs) has reached critical mass. How many are embracing TAMPs? Around $3 trillion is running on TAMPs, pushing out traditional in-house portfolio construction assets under management… Read More

Turnkey Presentation. Empower Women. Underserved Market. Join the marketing programs manager, Jessica Scheuler, channel marketing manager, Sarah Williams, VP of annuity sales, Aaron Grady, and annuity business sales consultant, Brad Hawkinson, for an informative marketing webinar. Wednesday, May 24 11:30 a.m. CST 9:30 a.m. Pacific / 12:30 p.m. Eastern Sign Me Up! >> During this 30-minute Women and… Read More