Forgot Password? Click Here
The Master of Fee-Based Marketing

The Master of Fee-Based Marketing is the creator of all of the marketing strategies, materials, and information found in the Advisor Marketing Systems. He is a practicing Financial Advisor serving clients through his Registered Investment Advisory Firm managing over $80 Million in assets under management for a select group of over 125 clients on a fee-only basis. He is also the Vice-President of a successful insurance brokerage and consulting firm with 2007 net revenue of about $415,000. The cumulative revenue of his high-margin business is just shy of $1 million dollars annually - all recurring, free from the need to peddle products to his valued clients.

At age 25 he became a self-made millionaire with one of the fastest growing and most desirable businesses in the financial 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, and Business Plan Development.

He has created most of the marketing material and software available through Advisor Marketing Systems because he has invested over $250,000 of his own money to learn some of the most cutting edge marketing, asset management and client aquisition strategies available today. After seeing how many investors were being scammed by commission hungry brokers, and understanding he could only help a limited number of them; he has made it a top priority to spread his knowledge to other Advisors looking to either create or re-shape their business at a fraction of the cost of other marketing companies. It has been his firm beleif that if other honest financial advisors knew how to effectively market their financial planning business they would have a steady flow of appointments and clients, thus never needing to sell unnecessary high-commission products.

He is no longer an owner of AMS and does NOT accept direct contact from prospective advisors which is why we have chosen to not reveal his name. We have had many advisor's who have tried to contact him at his office, which he cannot have because he is too busy handling his current businesses. All questions for AMS should be directed to Joshua Ford who is the sole owner and manager of the company.

If your organization would like to retain his services as a key-note speaker or offer training to your advisors he is happy to speak/consult on the following topics:

  • Direct Mail Marketing
  • Consultative Selling
  • Effective Seminar Marketing
  • Entrepenurial Business Planning for Financial Advisors
  • Christian Principals in Financial Planning

His daily consulting rate is $2,500; plus first class airfare and hotel accomadations. Please allow up to 90 days for booking such events.

 
 
 
  Customer Testimonial
 
 
I really appreciated the assistance I received on my last purchase. I can't tell you why, but I don't feel like the AMS Author is full of hype like so many other guys trying to hawk their wares to advisors. I actually trust him and know I won't get burned due to the fact he's actually using the program that is being sold on the web.

Todd Kelley
Financial Planner
 
   
 
 
 
Home | About Us | Online Store | Spiritual Food | Members Vault | FAQ | Contact Us
Advisor Marketing Systems, Ltd. | Privacy Policy | Legal Information | Site Map |

Copyright 2007 Advisor Marketing Systems, Ltd.