What’s Your Biggest Payoff?


Your workday is riddled with traps that threaten your time and productivity. Investment News recently published an article on 5 tips to boost advisers' productivity and included a quick list of 5 common time sucks: Email jail and the ensuing administrative work. Repeatedly solving the same problem instead of creating a process. Chasing wrong-fit centers of influence. Letting your day have its way with you. Following the Internet rabbit wherever it leads you. The Big ...

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Platinum Advisor Strategies on the Inc. 5000 List

Platinum team members

We’re excited to announce that Platinum Advisor Strategies has been ranked by Inc. Magazine to be in the top 5,000 of the fastest growing companies in the US! It’s a great honor. View the full list here (we’re #1830!). What is the Inc. 5000? In 1982, Inc. introduced the Inc. 500 list of the fastest-growing privately held companies in the United States. Since then, this prestigious list of the nation’s most successful private companies has become the hallmark of entrepreneurial success and ...

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Month In Review: July


New Releases Half-Time Report Presentation Have you delivered this information-packed presentation yet?   401(k) Action Steps Covers common and expensive rollover mistakes.   Mental Decline Letter Introduce awareness & preparation regarding a sensitive topic.   Featured Content Mastering the First Appointment Watch as Platinum cofounder and President, Thomas Fross, walks you through strategies and tips for mastering the first ...

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Exciting Video Offer

video studio

Click Below To Watch. Registration Details Have you been thinking about jumping on board with video for a while? Well, we've made it easy to get started at The Marketing Forum this September. If you're already ahead of the curve and you've had videos produced recently, this applies to you too! Our arrangement will let you quickly and affordably add even more videos to your marketing toolbox. Produce Your Video At The Marketing Forum Ready to get an important marketing activity DONE ...

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Month In Review: June


New Releases Where Do We Go From Here? Help educate and set reasonable expectations.   Women & Investing Highlight unique financial situations many women face.   Protect & Grow Provide steps for protecting and growing assets.   Social Security Discuss a topic many retirees struggle with.   Featured Content 3 Reasons NOT to Attend The Marketing Forum In this brief video, Platinum cofounder and CEO, Robert Fross, ...

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3 Reasons NOT to Attend The Marketing Forum


Click Below To Watch. Registration Details Find out 3 reasons NOT to attend The Marketing Forum. Suggested Reading: Save $100 by registering early! Check out images of the fantastic venue this year. Download your updated handbook right here.   Sponsors:     September 23 - 25, 2015 Orlando, Florida Want to accelerate your business goals and growth? Join us as we share valuable insights, prompt you and your assistant to reach business ...

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The Venue for The Marketing Forum

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  The slideshow above is from the beautiful Hyatt Regency in Orlando, FL. Not only do they offer golf, a full-service spa, and 24-hour in-room dining, but it's also the venue for our live conference focused solely on marketing - The Marketing Forum. During your stay, you'll be in the heart of the action on International Drive. The Hyatt Regency Orlando (formerly The Peabody) brings you within minutes of world-famous theme parks while letting you escape in upscale accommodations and ...

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Updates: The Marketing Forum


Marketing Forum Updates   Save $100 Beat the admission fee increase by registering early. On August 1st, admission goes up $100. Register today!     Hotel Booking Once you've registered for The Marketing Forum, you can book and modify your reservation through the Hyatt Regency's exclusive booking page.     Schedule Updates A Special Presentation by First Trust, our Elite Sponsor starts at 5PM EST on September 23rd and will be followed by the ...

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Month In Review: May

Month In Review: May

New Releases Luau Invitation Great event just in time for the summer!   Peace of Mind Postcard Invite clients and prospects to request a time-saving tool!   Summer Newsletter You have to see the articles featured in this issue.   Client Letter Highlight important details regarding pets.   Featured Content What Makes The Marketing Forum Unique? Robert Sofia, COO and co-founder of Platinum Advisor Strategies, gives some exciting ...

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7 Reasons You Should Attend The Marketing Forum


Are you committed to business growth and success? Join us for a marketing event and experience that is strictly for financial advisors. Below are 7 reasons you should attend The Marketing Forum this September 23 - 25 in Orlando, FL To register (or dig deeper), please click here. 1. It's 100% Focused On Marketing Many industry events try to cover every aspect imaginable. They end up sacrificing depth for broad coverage. Our goal is to drill deeply on the types of information and activities ...

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