Success Stories

Raymond Henri: How AdvisorStream Is A Key Retention Tool

Dec. 18, 2018

Staying in touch with clients and prospects on a consistent base is extremely important for an advisor's business and a critical retention tool. However, I couldn’t find the time in my busy work schedule to create a vital touchpoint. When I found the time, which was very seldom I would have to sacrifice face-to-face client meetings or phone calls. I have many clients I provide my services to and ensuring I make myself available for essential client meetings always comes first. For this reason, It was extremely challenging to stay on top of frequently communicating with all my clients.

Scott Eckart: How AdvisorStream Elevated His Digital Brand

June 28, 2018

Scott has been a comprehensive wealth and estate strategist for entrepreneurs and families for over 15 years. He has also provided his extensive expertise as a Field Trainer for experienced financial planners throughout the US and Canada. Scott is a registered representative; as well as offers securities, investment advisory, and financial planning services through WestPoint Private Client Group.

Roy Snarr: How AdvisorStream Consistently Communicates To My Clients

May 30, 2018

Roy Snarr is currently a Life Insurance and Annuity Certified Professional (LACP) at Snarr Financial and Insurance Services. Since subscribing to AdvisorStream in September 2017, Roy has been able to grow his practice by closing a substantial amount of new business. This includes closing approximately $500,000 in annuity premiums, a $25,000 commission from a life insurance contract (which also resulted in a $100,000 rollover), two IRA’s (with two IRA rollovers, totaling $500,000), a 403(b) life insurance policy, and a potential account worth $1,500,000 from an existing client.

Gleb Troubetskoi: How AdvisorStream Encourages Prospects To Reach Out

April 9, 2018

Gleb joined HollisWealth (formerly Dundee Wealth) 10 years ago and now serves over 50 affluent families who have entrusted him with their financial well-being. He uses a consultative approach to gain a detailed understanding of his clients’ deepest values and goals. He employs a customized recommendations designed to address each client’s unique needs and goals beyond simply investments.

Rob Eby: How AdvisorStream Saved Me Hours Of Busy Work

March 7, 2018

Rob began his career with Investors Group in the information technology department. Over a 10-year period, Rob distinguished himself and rose through the ranks to become the Manager of Sales Technology Research, Development and Training at Investors Group. Specifically, he was responsible for the critical implementation and training of financial planning tools. Rob comes from a legacy of financial planners.

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