USAdvisors Network (www.usadvisorsnetwork.com)
USAdvisors Network helps financial institutions and financial professionals achieve more; increased revenue, expanded services and expanded networks. They offer a unique approach to partnering with financial institutions and professionals: they roll up their sleeves where it counts. They provide support and supervisory services when needed, they consult and facilitate ongoing business development, practice mgmt and productivity, they connect people and companies so they can expand, and most importantly, they take accountability for seeing every tactic and promise through.
USAdvisors Network help you get things done, so you can advance your business.
USAdvisors Insurance (www.usadvisorsinsurance.com)
At USAdvisors Insurance, we help financial advisors find, build and manage insurance planning opportunities. We offer vast products from high quality carriers and valuable results-oriented services to help you increase revenue, expand and fulfill your insurance planning service, and expand your network of opportunities.
We invite you to learn more about our:
• Products and Solutions for Every Client and Circumstance
• Services Geared for Results
• Competitive Contracting
• Advisor/Agent Toolbox
SuccessQuest (www.sqapps.com)
SuccessQuest helps financial institutions and professionals better prepare for and manage their businesses through our online productivity tools. Their online planning and tracking tools will help you and your firm increase referrals, develop better sales habits, focus on the most important projects, and help your employees work to their strengths and together as a team.
SuccessQuest currently has two online productivity applications:
ReferralPod (www.referral-pod.com) is a leading edge, online application that helps advisors and institutions build, refer and track referrals with excellence. With the ability to leverage referral partners, both within and outside your organization, you can easily track and create reports, all with "One-Click"... allowing you to make your referral process efficient and productive. Referral opportunities won’t fall through the cracks anymore.
ActivityPod (www.activity-pod.com) allows institutions and their managers to build activity plans, track performance and as a result achieve measurable success like never before. It ensures that your organization’s people focus their efforts on activities that build success and provide your organization with a simple system to hold them accountable. ActivityPod allows you to create unlimited activity trackers and tracker templates with powerful reporting. ActivityPod is activity tracking made simple.
Charles Schwab & Co, Inc. (advisorservices.schwab.com)
Charles Schwab & Co, Inc. (“Schwab”) has more than 20 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-based investment advisors and their clients.
By using Schwab as primary custodian, USAdvisors Wealth Management has access to a wide range of products and services that help us serve our clients, including:
• Full range of investment products and trading services
• Technology and service support
• Wide array of investment account types including retirement accounts, charitable giving, and education accounts
• Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
• Separately managed account services for those who want to leverage the expertise of institutional-caliber money managers who specialize in particular investment styles.
• Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.
TD Ameritrade Institutional (http://advisorclient.com/)
The TD Ameritrade Institutional Difference
TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to over 6,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. They deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind—impeccable service. As steadfast advocates for independent advisors, TD Ameritrade Institutional continually speaks out to ensure that RIA needs and their clients' needs are always considered within the regulatory environment. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.
*TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.
