The perfect union of sales and marketing.
Platinum offers the marketing support and practice management solutions you need to be successful in growing your business.
A Total Financial Practice Management, Marketing, and Consulting Solution.
Over 80 Customizable Communications Annually
Guidance, Accountability, & Concierge Service
Lead Generation & Prospecting
Platinum is home to an award-winning graphic design team that has an unparalleled understanding of the financial services industry.
Complete Office Systemization
Film & Video Production
Through the power of video, you an showcase the human element to spark interest and create connections between people and your firm.
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Prior to participating in any social media/marketing campaigns/programs, producers should follow the approval requirements of their state(s), carriers they represent, and their broker/dealer and registered investment adviser, if applicable. Additionally, various state insurance regulations, as well as other state regulators prohibit the “gifting” of items, which may include entertainment expenses, by financial professional in excess of a certain dollar value. Be sure to check with your state’s requirements and/or your firm to ensure that you are complying with the specific requirements and guidelines to which you may be subject.
Please note that in order to provide a recommendation to a client about the liquidation of a securities product, including those within an IRA, 401(k) or other retirement plan, to purchase a fixed or variable annuity or for other similar purposes, you must hold the proper securities registration and be currently affiliated with a broker/dealer or registered investment adviser.
Axio is not affiliated with Platinum Advisor Strategies nor do we guarantee the accuracy or quality of their services.