Our Partners
Standard & Poor’s
Through our partnership with Standard and Poor’s our clients are able to subscribe to S&P research at a special rate.
We recommend adviser’s use Standard and Poor’s research because of their third party independence, their worldwide brand recognition and authority, and the incredible granularity and accuracy of their reports. If your firm provides S&P stock reports you are partially there. We recommend you have access to their technical analyst’s market forecast, their sector forecast,and their portfolios. If your firm is not providing all of the above it is available by direct subscription through S&P MarketScope Advisor.
Through our partnership with the University of Nebraska- Lincoln our clients can prepare for the CFP® exam by earning either a cerificate or a masters degree in Family Financial Planning.
University of Nebraska- Lincoln
The classes are offered virtually over the web through the Great Plains Interactive Distance Education Alliance (IDEA).The Great Plains Interactive Distance Education Alliance (Great Plains IDEA) is a consortium of eleven universities offering fully online graduate programs. Each university brings a unique strength to the multi-institution academic programs. In a multi-institution degree program, you apply, and are admitted at one university (our coaching clients enroll at UNL); enroll in all your courses at that university; and,graduate or receive a certificate from that university.
However, your online courses are taught by the best faculty in Family Financial Planning from several universities:
Iowa State University, Kansas State University, Montana State University, University of Missouri-Columbia, University of Nebraska, North Dakota State University, Oklahoma State
University, and South Dakota State University.
There is no other program like this and we feel that it represents the best training in Family Financial Planning available today.
Microsoft
Through our registered partnership with Microsoft we provide advisors coaching on creating a paperless office using tools within Microsoft Office.
We have developed templates using office applications that will help you decrease meeting preparation time by up to 50% while greatly increasing your revenues and referrals.
We designed these tools within Microsoft Office since there is a very simple learning curve and most business PC’s are compatible with Microsoft products.
These systems and templates are not designed to replace your firms contact manager and financial planning software. They will enhance your current technology and greatly accelerate the growth of your practice.
Quantex
Our other partner in technology is Quantext. Quantext Retirement Planner (QRP) and Quantext Portfolio Planner (QPP) are portfolio planning tools.Insurance Pro Shop
The Insurance Pro Shop offers… The Most Effective and Complete Line of Insurance Marketing and Sales Resources for Today’s Insurance Pro… with Highly Specialized, Turnkey’ Marketing, Prospecting, Appointment Setting and Selling Systems!
All of the information and strategies in our systems, programs, videos, etc. are the latest, proven techniques and tools currently used by the most respected and leading insurance professionals in the industry.
And, they are being updated every year. Our primary objective is to provide you with the systems and all of the marketing and sales tools you need to insure your short-term and long-term success in today’s super competitive insurance marketplace… And, then we’ll provide you with the training, coaching and support you need to guarantee these systems and tools will work for you.
