Business Systems
InKnowVision is a national consulting and marketing firm and the leader in the design and development of wealth transfer planning and income tax solutions for independent advisors who serve affluent families.
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Advisor Products is a leading financial services client communications and marketing company, serving more than 1,800 independent financial advisors. If you want a great website, client newsletter, or brochure, you’ll find their technology and personal service superb.
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"E.Factor" stands for "The Entrepreneur Factor" and represents a vibrant online community and virtual marketplace designed for entrepreneurs, by entrepreneurs. Entrepreneurs love E.Factor.com because it's a place where they can focus exclusively on making business connections, negotiating deals, exchanging information, and advertising their products and services.
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The Allegory Training Company's aim is to "help clients squeeze profit from every word spoken in their organization". Allegory uses exercises, breakout groups and coaching individuals in front of the room to teach great communication that increases profit. The goal for every training is to give everyone in the room a breakthrough in communication. |
| FamilyOfficeNetwork® provides advisors with a unique Internet based approach to deliver comprehensive wealth management services - helping advisors communicate more efficiently with their clients. The ultimate outcome of FamilyOfficeNetwork® is the effective coordination of the client’s legal, accounting, risk management, and financial needs. |
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The National Network of Estate Planning Attorneys aim to be the leading single-source provider of education and information services, products, and practical tools. As a leader in this industry, they empower Estate Planning professionals to provide superior client service while building prosperous and satisfying professional careers. |
| Figlo offers new ways of calculating and communicating personal financial information and solutions by offering a whole new range of software products for the financial industry worldwide. |
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Planning Tools
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Sudden Money - a sudden change in your financial situation - can be a life-altering event. The Sudden Money® Institute helps individuals and financial advisors to focus on the integration of the personal experience with the facts and figures. |
Imagination Made Real offers you a variety of products and services to support you in manifesting what you most desire while simultaneously encouraging you to share your unique contribution in the world.
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