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Advisor Marketing Systems, Ltd. was co-founded in 2005 by Joshua Ford and the Master of Fee-Based Marketing. After working together on the business for 2 years Joshua took over the business in 2007. The Master of Fee-Based Marketing owns several businesses and found that it would be best to sell his ownership in the business to Joshua so that he could free up more time and energy to spend with his family and other businesses.
The purpose of Advisor Marketing Systems is to assist financial planners and investment advisors in growing their practices through the proven and ethically sound strategies found in our financial advisor marketing systems. By teaching advisors how to effectively communicate the value of their fee-based practice, not only will they grow their business, they will be able to make great contributions to the stewardship of their clients.
Unlike other marketing companies - our material is a direct bi-product of the Master of Fee-Based Marketing's booming fee-only financial planning and asset management firm. The marketing systems comprise of everything that he has personally used to gather over $20,000,000.00 each year in new client assets under management for his firm.
One of the major keys that allowed him to grow his financial practice at such a substantial rate is - Effective Marketing. Without a strong marketing plan many financial planners feel forced to sell only high-commission products, which leads to a very powerful addiction; the addiction to making easy money at the expense of the investor.
We believe that financial advisors should be determined to give the best financial advice for their clients and to not fall into the trap of greed and dishonesty. Inside all of us there is a fundamental knowledge of right and wrong. We aim to help financial advisors find monetary success by doing what is most advantageous for their clients. Through effective financial advisor seminar marketing, direct mail marketing and client contact; Advisor Marketing Systems customers will have a steady stream of interested and highly qualified potential clients.
In summary, we advocate fee-based or fee-only services that will enable financial advisors to create strong bonds with a select group of clientele in mutually rewarding relationships. Rather than being just another salesperson, advisors who implement our methods and strategies will be free from "selling" forever and allowed to truly Thrive.
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