INDIVIDUAL SOLUTIONS FOR INDEPENDENT ADVISORS

Providing an on-line database featuring business information in the fields of attracting and retaining clients, conducting financial interviews and providing quality customer service; business networking

Financial services, namely, clearing and custodial services for financial advisors in the nature of financial planning and investment in the field of securities, investment banking, asset management, and banking and financial and estate trust services

Educational services, namely, providing mentoring to independent financial advisors in the fields of attracting and retaining clients, conducting financial interviews and providing quality customer service