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 (Core Team)

• Steve Barger, Managing Partner / Birmingham, AL
• Kathryn Hayden, Managing Partner / Houston, TX
• Steve Saenz, Managing Partner / Atlanta, GA
• Kathleen Ferguson, Consulting Partner / Newtown, CT
• Marty Jensen, Consulting Partner / Los Angeles, CA
• Irene Marom, Consulting Partner / Alpine, NJ

Board of Advisors

• Casey Cleland, SH Partners Management / Vancouver, BC
• Sydney LeBlanc, S. LeBlanc & Company / Carlsbad, CA
• 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

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.

High Net Worth Insight is an online database that provides advisors with comprehensive insight and intelligence on high net worth individuals, foundations & endowments, plan sponsors, and retirement plans.

Plan Your Legacy provides products and services to financial advisors 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

PPCA 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, StokTrib, Style Scan and Target Date Funds.  Listen to Ron Surz

Rose Communications specializes in the writing of promotional brochures, white papers, shareholder communications, magazine and newsletter articles, and management and marketing letters.  Listen to Eve Rose

Strategic Ethos helps organizations and individuals to define a standard of excellence in terms of leadership behaviors, core values, and a decision-making process. The Ethos framework can be used to define a fiduciary, suitability, or stewardship standard of care; board governance procedures; or, project management standards.

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

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.

Firepower Business Catalyst empowers independent business owners and their teams by engaging their personal and collaborative strengths toward a shared vision that will fire-up their unique business offering and achieve lasting success.

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.

* 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.