Back in the Big Apple!🍎🗽 Another successful NYC trip focused on strengthening partnerships, sharing insights, and building for the future. Thank you to everyone who spent time with our team!
More than 300 advisors from across the country came together for a partner conference, and Quantum took to the MAIN STAGE to share marketing strategies and the value of building a stronger business. We're grateful to share what makes Quantum different!
Advisors assume dinner seminars don’t work. While Chris Drew uses dinner seminars to grow his business. If you’re hosting events or looking for ways to improve results, this interview delivers ideas you can apply immediately: https://t.co/69ZyqV3otO
On Moore Market Insights, Scott Drake and Andy Moore break down the trends shaping advisor conversations heading into the second half of the year.
If your clients are asking about markets or where protected growth fits in today’s environment, watch here: https://t.co/wZ7HYcEVeN
#MeetTheTeamMonday Many people didn't start in the financial industry. Can you guess what Connor Kwasizur majored in while in school? Find out the answer: https://t.co/PiunCmor8R
A) Parks and Recreation Management🌲
B) Hospitality & Restaurant Management🍽️
C) Sports Management🏈
The Quantum team headed out to the ballpark last Wednesday to catch the Arizona Diamondbacks take on the Los Angeles Dodgers!⚾🌭
Before first pitch, we enjoyed a great happy hour at Majerle's hosted by Security Benefit. Thank you to everyone who joined us!
Happy Birthday to Kalysta Nash. Enjoy your day off, making it the perfect opportunity for a long weekend! Maybe you can even squeeze in some country line dancing to celebrate!🤠🎂
https://t.co/06xExTsjaw
Our VP of Client Acquisition, Scott Drake interviews Howard Shen, VP and Market Leader at Invesco, to break down what history tells us about election cycles and what advisors should be watching for.
Tune in HERE: https://t.co/kL3hTIR6j9
We had an amazing time at our Q2 Sales Summit!
Thank you to our advisor partners who joined us. Events like these give us the opportunity to continue building the tools and systems that help advisors grow.
Contact our team at 800.440.1088 to learn more about upcoming events.
We are celebrating the first anniversary of our Quantum studio today!🎉🎥
As more advisors take advantage of our customizable studio, we're excited to continue bringing their messages to life. Discover the possibilities with our team at 800.440.1088!
We have a new tool.💻 The Roth calculator can be placed on your custom website to help people understand how much income tax they may have to pay on taxable accounts. We can code this tool, allowing you to respond personally to each client: https://t.co/hvQzV4X5FN
We get asked, “Do you see AI taking over financial advisor jobs?”
Our answer is no. Human guidance and connection are hardwired into what people value and a recent survey showed that the oldest and the youngest generations preferred it.
Have a question? Just call, 800.440.1088.