Mission Statement

To create as many highly successful fee-based financial advisors in the shortest time period possible.

Purpose Statement

To teach, coach, and assist financial advisors in growing their practices through the proven materials and strategies found in our financial advisor marketing memberships and services.

Advisor Marketing Systems Difference

Unlike other marketing companies - our material are not like the normal "cookie cutter" stuff that every advisor and their brother is out there using. This is because all of the marketing materials and strategeis are a direct bi-product of several booming fee-based and fee-only financial planning and asset management firms.

The advisor marketing system memberships comprise of everything that they have personally used to gather over $20,000,000.00 each year in new client assets under management for their firms.

One of the major keys that allowed them to grow their financial practices 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.  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 members will have a steady stream of interested and highly qualified potential clients.

AMS ADVISORS

J.R.

J.R. is a practicing financial advisor serving clients through his Registered Investment Advisory Firm managing approximately $115 Million in assets under management for a select group of over 150 clients on a fee-only basis. The bulk of these AUM have been acquired over the last 4-5 years.

He has been recognized as one the top investment advisors in the United States by Reuters in 2007 and 2008.  He was also selected to Reuters Top Advisers Under Age 40 list in 2008.

At age 25 he became a self-made millionaire with one of the fastest growing and most desirable businesses in the financial services industry. Realizing his unique gift and passion for teaching, he has volunteered his time to teach students at several colleges and universities on the topics on Entrepreneuralism, Marketing, Quantitative Research and Analysis, and Business Plan Development.

He is the author and creator of many of the marketing materials and strategies available in the financial advisor marketing systems. One of the major reasons that he was able to do this is that he has invested over $330,000 of his own money to learn some of the most cutting edge marketing, asset management and client aquisition strategies available today.

Steven K.

Steven has been a financial advisor for over 23 years. He works for a major wirehouse firm and has built a thriving financial practice managing over a $103,000,000 book of business.He has built his practice using seminar and direct-mail marketing strategies.

He has now made many of these seminar strategies, processes, and materials available for other advisors to tap into via the financial advisor marketing systems and the Top-Notch Advisor Seminar Fulfillment Service.