EXPERIENCE matters...
The
ASN gives you access to some of the most knowledgeable and experienced
consultants in the financial services industry. More than anything, this is what
separates us from other coaching and consulting organizations. Experience
matters!
Consulting & Managing Partners
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- Steve Barger,
Managing Partner / Birmingham, AL
- Steve Saenz, Managing Partner / Atlanta, GA
- Kathryn Hayden, Consulting Partner / Houston, TX
- Kathleen Ferguson, Consulting Partner /
Danbury, CT
- Marty Jensen, Consulting Partner / Los Angeles, CA
- Irene Marom, Consulting Partner / Alpine, NJ
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Board of Advisors |
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- Casey Cleland,
SH Partners Management / Vancouver, BC
- Sydney LeBlanc, S. LeBlanc & Company / Carlsbad,
CA
- David Loeper, Wealthcare Capital Management / Richmond,
VA
- Spenser Segal,
ActiFi / Minneapolis, MN
- Linda Stimac, ING
Financial Network / Los Angeles, CA
- Ron Surz,
PPCA / San Clemente, CA
- Marie Swift,
Impact Communication / Kansas City, MO
- Steve Winks,
Stephen C. Winks & Associates / Richmond, VA
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Alliances Partners*
AK
Advisory Partners
provides advice and
training to firms and individual advisors operating in the fee-based, investment
management and wealth management areas. The firm offers a suite of consultative
and training solutions designed to address business challenges and unlock
real value.
Impact Communications
is a full service
marketing communications firm
serving a select group of independent financial advisors, industry thought
leaders and allied institutions. Impact Communications serves independent
advisory firms and the institutions that support them.
Plan Your Legacy
provides products and services to financial professionals
who wish to offer legacy planning to their clientele. Breadcrumbs is a turn-key
legacy planning program that provides financial advisors with training, unique
tools and ongoing education.
Listen to Mark Colgan from Plan Your Legacy
PPCA
is creates innovative and practical decision tools for financial advisors and
the institutions that serve them. Their products, which focus on mission
critical aspects of the investment consulting process, include PODs, Sock Trib,
Style Scan and Target Date Funds.
Listen to Ron Surz from PPCA
Rose Communications
specializes in the writing of promotional brochures, white papers, shareholder
communications, magazine and newsletter articles, and management and marketing
letters.
Sydney LeBlanc is an award-winning communications
professional who
specializes in the financial services industry. S. LeBlanc and Company offers a
number of services including Streetwise Advisors, a third-party marketing tool
for successful financial advisors.
Turning Point is a
consulting and executive search firm that provides
quality, independent recruiting, executive search and consulting services to
financial service institutions.
Listen to Mitch Vigeveno from Turning Point
Strategic Partners*
The Barger Group offers innovative tools that
empower financial advisors
to build stronger and more profitable relationships with their clients. The
firm's tools include ClienTalk and Investor DNA, both of which are available
through the Advisor Solutions Network.
* If you contact one of our partners directly, please mention that you heard
about them through the Advisor Solutions Network. In some cases, they will offer
you a professional discount for doing so. |