01
02

Is your BD/RIA coming up short?

04
05
06

Does your BD/RIA supply the tools you need to grow your business?

08
IMAGE
SHADEL

Some of our most popular tools include:

Pre-approved prospecting systems that really work (at no cost)

Access to a team of marketing and graphic design

experts (that know your business)

Automated drip-marketing campaigns integrated with

prospecting systems (low/no cost)

Access to a team of virtual marketing specialists

(rather than hiring additional staff)

Practice management coaching (at no cost)

Access to a team of CFPs® for case design (at no cost)

Common-sense compliance (not just a tagline)

Dozens of point-of-sale software reports (simplify

the complex)

Tried and true "Portfolio Analysis Review" process

(closes more sales)

SHADER
FORMB
Yes No

For financial services professional use only. Some restrictions may apply. Please call for details.

Distribution of information is at the sole discretion of Gradient Securities.

Ranked: #N/A (0 pts)
Followers: 993

Contact Us

Browse GS

Stay Connected

  • My Practice
    (762 followers)
  • Annuities
    (22,405 followers)
  • Annuity sales
    (891 followers)
  • Variable annuities
    (412 followers)
  • Sales and Marketing
    (24,313 followers)
  • Prospecting
    (1,878 followers)
  • Practice Management
    (1,158 followers)
  • Technology
    (699 followers)
  • Social Media
    (603 followers)