Paladin and Advisor Software, Inc. Announce Relationship to Provide ASI?s Client Acquisition Solution through Paladin?s Registry
Paladin sponsors www.paladinregistry.com, a registration service that documents the credentials of high-quality wealth management professionals and rates them for competency, integrity, and risk. More than 90% of the 425 three, four, and five star advisors in the Registry are independent professionals. Hundreds of investors use Paladin's four search engines each month to find, evaluate, and select Registry professionals who provide wealth management services.Advisor Software, Inc. (www.advisorsoftware.com) provides financial professionals and institutions with a state-of-the-art investment proposal system that is based on world-class analytics, modular work flows, and proven application software. ASI software empowers professionals in the Paladin Registry to deliver sophisticated investment presentations that document their proposed investment strategies.Jack Waymire, founder of Paladin and author of Who's Watching Your Money? The 17 Paladin Principles for Selecting a Financial Advisor, said "the Registry solves major problems for investors and high-quality advisors.
Investors don't know how to determine the quality of financial professionals, so they are prone to picking advisors with the best sales skills versus selecting real experts. On the other hand, the biggest challenge for most advisors is having enough qualified prospects to talk to. Paladin solves both problems with the Registry. The first problem is solved when investors use the service to select high-quality professionals and avoid weak advisors. The second problem is solved when Paladin forwards pre-screened, qualified prospects to the advisors in the Registry." Waymire continued, "that's where ASI enters the picture.
Once advisors are in contact with investors, they still have to win relationships and ASI provides a powerful presentation tool that they can use to propose specific wealth management strategies. The result is prospecting and sales tools that will help advisors win new clients."Andrew Rudd, the CEO and founder of Advisor Software, Inc. stated "We are very pleased to be able to provide access to ASI's Client Acquisition Solution through Paladin's registry. They have a great offering, and we look forward to working with the advisors on their service."About Paladin Registry, LLCPaladin is an independent, information services company that provides investor education programs, documents the credentials of select financial professionals who provide wealth management services, validates the documentation with ratings, and provides investors with a free service for finding, screening, evaluating, and selecting the advisors. Visit Paladin's website at www.paladinregistry.com
for additional information about our services.About Advisor Software, Inc.Advisor Software, Inc.
(ASI) was founded in 1995 by Andrew Rudd (Founder and former Chairman and CEO of Barra, Inc.) to deliver institutional-strength analysis and advice to the retail marketplace. ASI's applications and advice technology are designed for a wide range of broker-dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these institutions and their advisors to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. For more information, please visit www.advisorsoftware.com. For more information about Paladin Registry, contact: Mike SzimanskiNetimpax, LLC(202) 558-8005 e-mail protected from spam botsFor more information about ASI, contact:William BanksSVP Sales & MarketingAdvisor Software, Inc.925.299.7782 ext 241e-mail protected from spam bots.
Sophisticated Women Get Basic Training at This Exclusive Divorce Support and Personal Finance "Boot Camp."
Woodside,CA(ContentDesk) July 11, 2004 -- The Peninsula Women's Salon has been founded by financial literacy advocate, author, and consultant, Teresa M. Dentino, for divorcing women with particular concerns about improving their financial skill sets and analytical abilities. Dentino says, "Women still lack the confidence needed to assure more positive outcomes when it comes to financial decisions and these issues are at the forefront when they are navigating the divorce process."The scenario for a typical divorced women's support group might be visualized as several dejected women in a drab church basement being encouraged by a financial "coach" to assert themselves and take charge of their feelings.
At the Peninsula Women's Salon, which meets in the exclusive suburbs of Woodside, Portola Valley, and Atherton, CA, the only similarity to that scenario is that the members are women. Up-scale accommodations in private settings lend an uplifting feeling to these "denomination-free"...
Financial planning > Sophisticated Women Get Basic Training at This Exclusive Divorce Support and Personal Finance "Boot Camp."
First Time Renter? You Need Credit
Planning to move out of your parents' house and into an apartment is a difficult process. In order to avoid adding additional stress to that which inevitably comes along with planning, preparing and packing, you should consider establishing good credit. Without it, some apartment complexes will give first time renters the option to have a guarantor. However, every complex has it's own rules and some refuse applications from people without a good credit history. In order to make sure that your application will be accepted, you should consider applying for a credit card.Getting a credit card is a huge responsibility, but if you handle it well, you might be able to rent the apartment of your dreams all on your own.
If you don't try to get some sort of credit, and the apartment complex requires a co-signer, they usually want the guarantor to be a parent or legal guardian. In this case, you still have the security of your parent's money to fall back on. If you want your apartment to...
First Time Renter? You Need Credit
Financial planning > First Time Renter? You Need Credit
Beach Access Leasing Option Appeal to Small Manufacturers
E-Z-MRP, the leading manufacturing software system for small manufacturers, announced a new pricing and product structure. According to , founder of Beach Access Software, makers of E-Z-MRP, "We see a distinction between those small manufacturers with less than five hundred parts in material resource planning, and those with a need for virtually unlimited part numbers."Companies like Hi-Rel Corporation have utilized this delineation recently by leasing the E-Z MRP system for manufacturers with more than 500 parts. According to Jerry Stouffer, "It made sense given our cash flow and I would recommend E-Z-MRP to other small manufacturers because the support is excellent and the product is easy to work with." Stouffer did suggest that manufacturers looking for a customer relations management module should look at something else. However he was impressed with, "?How fast it (E-Z-MRP) calculates our requirements. I have 800 items in the database and it only takes 20 seconds."Small manufacturers...
Beach Access Leasing Option Appeal to Small Manufacturers
Financial planning > Beach Access Leasing Option Appeal to Small Manufacturers
First Time Renter? You Need Credit
Planning to move out of your parents' house and into an apartment is a difficult process. In order to avoid adding additional stress to that which inevitably comes along with planning, preparing and packing, you should consider establishing good credit. Without it, some apartment complexes will give first time renters the option to have a guarantor. However, every complex has it's own rules and some refuse applications from people without a good credit history. In order to make sure that your application will be accepted, you should consider applying for a credit card.Getting a credit card is a huge responsibility, but if you handle it well, you might be able to rent the apartment of your dreams all on your own.
If you don't try to get some sort of credit, and the apartment complex requires a co-signer, they usually want the guarantor to be a parent or legal guardian. In this case, you still have the security of your parent's money to fall back on. If you want your apartment to...
First Time Renter? You Need Credit
Financial planning > First Time Renter? You Need Credit
Financial planning
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