Our financial advisor marketing program has been built directly from the Master of Fee Based Marketing's high performing Registered Investment Advisory Firm. He has personally designed and used all of the financial planning seminar invitations, investment adviser seminar and direct-mail marketing materials, tools, and strategies to grow his assets under management by at least $20 million a year for the 4th consecutive year.

Over the past 7 years he has hosted hundreds of consumer seminars for thousands of residents in his local marketplace. After meeting with hundreds of prospective clients and seeing what the investment world has done with their money - it became very clear that he couldn't fix the problems alone. If you're a financial advisor, perhaps you've seen it too. Index annuities and life insurance clearly sold for just the giant commission. Elderly investors bamboozled into high commission and long surrender period products by salespeople preying on their fears. Even hyperactive trading stockbrokers that clearly don't get that their age 70+ clients aren't 30 years old; and thus may not be suitable for their 100% stock trading habits. Too many people get hurt while sleazy brokers and advisers get paid. It doesn't have to be this way.

He is nearly done taking new clients - but doesn't want the message of ethical investment management and financial planning to stop. The solution is arming other established or up and coming fee-only and fee-based advisers that still have room on their calendars to meet with and help the millions of consumers who desperately need their help. Ironically, these folks aren't financially destitute. Many are very high net worth prospects. And thus, it can be a very rewarding relationship. If you want to help people and get on the fast track to managing $100 million or more of investment assets - this is where you'll find the solutions.

Unlike other adviser marketing companies who force broker/dealer changes, annuity sales and contractual commitments, our material is a direct bi-product of the Master of Fee-Based Marketing's highly successful fee-only financial planning and asset management firm. The marketing materials and strategies 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 , specifically his life long commitment to studying and perfecting the art of seminar marketing for financial advisors. 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 planners and investment advisers 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 prospects and future clients.

Advisor Marketing Systems advocates fee-based or fee-only services that will enable financial planners and investment advisers 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 .