Advisor Placement Group Links to Our Industry Partners
RRBDLaw.com - BILL SINGER is an outspoken critic of ineffective regulation and an advocate for Wall Street reform. Singer provides legal counsel to securities-industry firms, registered persons, whistleblowers and defrauded investors. He has represented clients before regulatory organizations, during criminal investigations, and in Congressional investigations. Singer is the Street Legal columnist for Registered Rep. magazine; a featured columnist for Forbes.com and Huffington Post; and publisher ofhttp://BrokeAndBroker.com. Bill regularly appears as a commentator on television and radio, and is frequently quoted in the press.
Red Oak is a full-service compliance consulting firm helping broker-dealers, registered investment advisers, and hybrids. We offer a wide range of registration, compliance, and supervisory services. Our deep industry experience, compliance expertise, and regulatory knowledge allow us to recommend and implement what you need. We are passionate about helping our clients and earning their trust.
Elite Scheduling Services, LLC
Elite Scheduling Services, LLC provides quality, professional and experienced scheduling assistants who are well versed in territory management, prospecting, relationship building and appointment setting. The scheduling assistants work with wholesalers as well as financial advisors and CPA’s who call on businesses. Hiring a scheduling assistant is a cost effective way to expand your business without having to hire additional office staff. Elite Scheduling Services, LLC is a company where honesty, confidentiality and integrity are key.
Elite Scheduling Services, LLC
Danae Branson
515-309-2838
Succession Resource Group (SRG) is a boutique succession-consulting firm dedicated to helping financial advisors nationwide value, protect, grow and plan for the transition their business. With more than a decade of experience, SRG’s goal is to help advisors effectively and efficiently manage, protect and grow their most valuable asset — their business, over the course of their career.
Home page: www.successionresource.com
www.ms.sandler.com Sherrie English has been helping financial advisors and their management teams grow revenue for over two decades. She recently joined Market Sense, a licensed Sandler Training Center in Austin, TX. Market Sense works with visionary CEOs, presidents, OMJ’s and financial advisors who are concerned about the predictability of their company's revenue, worried about being marginalized throughout the sales process or wanting to transform their sales organization into a bankable asset as part of a long-term exit strategy. Email: sherrie@ms-tx.com