Connecting the Bridge Between the IMO & FMO

Office Address

  • 3733 National Drive Suite 123 Raleigh, NC 27612
  • 919.300.5870

Social List

Trips, Trainings, & Incentives

Upcoming Training Opportunities…

Weekly Agent Training Sessions

Episode 1 – Redtail for Client Relation Management and Marketing Support
Recorded Live, March 27th, 2024
Jeff interviews Cari Sinclair as they highlight the benefits of Redtail CRM for advisors, focusing on lead management, note-taking, and client relationship building. Discussed are features like automated contact addition, keyword organization, and direct communication options. Consistent CRM usage for communication and compliance is stressed, as well as the the benefit of enhancing advisor-client interactions and improving the client experience.
Episode 2 – Legacy Lock Will and Trust Training and Best Practices
Recorded Live, April 3rd, 2024
Jeff Roediger discusses how legacy planning and estate organization merge financial planning with estate law, utilizing questionnaires and asset map for a holistic approach. Also reviewed are tailored marketing strategies for financial advisors to promote effective estate planning, including wills, trusts, and beneficiary reviews, specifically addressing federal employees’ needs.
Episode 3 – Asset-Map Training
Recorded Live, April 10th, 2024
Asset-Map Client Manager, Brad Janicki discusses client onboarding with Asset Map, automating fact-finding for advisors, using Asset Map for client engagement, and digital tools for gathering financial information. Discussions include retirement planning, loss management, integrating Riskalyze with Asset Map, and AI-powered financial analysis tools. All of to express the focus on streamlining processes and enhancing client outcomes through innovation