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Marketing Solutions For Financial ProfessionalsTM


We have more than 1,800 clients because we try to make each one rave about our service.

"Since we added API’s e-newsletter, we’ve grown more than $50 million annually for each of the last four years.... Many of our clients left other firms and brought assets to us based on reading the e-newsletter over a one- or twoyear period. They tell us it’s a major reason why they moved. Any firm not leveraging this tool is missing out on potential growth."

—Michael Stark, American Financial Advisors

"We couldn’t be more pleased."

—Norman M. Boone,Mosaic Financial Partners, Inc

"We reduced operational costs with API’s newsletter and web service. API is one of our most rewarding professional relationships."

—Tom Connelly,Versant Capital Management, Inc

"Our site brings in new clients.We value API."

—Louis Stanasolovich, Legend Financial Advisors Inc

"In just a few easy steps, all our emails are archived in compliance with SEC requirements."

—Michelle Grillone, Singer Xenos

"The newsletter gives us the look of a very successful organization and enhances our credibility. Our clients love it because it’s timely, and service is outstanding."

—Mark Biegel, Beigel & Waller, LLC

"You guys are the first marketing firm that we’ve worked with over the past five years that we’ve not complained and moaned about during the entire process."

—Clark Blackman, Investec Advisory Group

"The brochure gives us a head and shoulders advantage over our competition."

—Robert Vance,Vance Capital Management

"It’s amazing how you took what I wrote and turned it into this wonderful website copy."

—Yihaies "Mike" Makonnen, Makonnen Financial Group

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Andrew Gluck's Blog
Since January, we have been developing a new client portal for advisors. The new client portal is built into AdvisorVault, which is used by hundreds of RIAs. AdvisorVault is a highly customized version of Microsoft SharePoint explicitly designed to meet the needs of financial advice professionals. We are replacing traditional Windows Explorer folders used to navigate [...]...
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Recent News

With the downgrade of America’s credit rating by Standard & Poor’s, clients have yet another reason to be jittery. Telling clients to stay the course is no longer enough to prevent them from abandoning long-term investment plans in difficult times.

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