What We Do Lantern Capital Advisors Capital Raising Services Lantern Capital Advisors is a corporate financial planning and corporate financial consulting firm that succeeds in developing business plans and raising growth capital for for growing companies, entrepreneurs, and management teams.
The answer is simple: It is possible to customize ACT! Wouldn't you be better off purchasing a set of industry specific layouts, templates, and reports that were already customized for advisors?
Well, that is exactly what ACT4Advisors offers. Dubis described ACT4Advisor as "very responsive and patient. Finding competent temps or virtual work partners to perform various tasks within ACT!
The payback is clear: Retaining current customers costs five to seven times less than finding new ones. Studies show that over a lifetime, loyal customers purchase more, cost less to sell to, and will refer five other people to a business.
Link for Palm and for a short time, ACT!
|Advanced Planning Advisors, Inc. | BBB Accreditation Status | Better Business Bureau® Profile||Learn more about sustaining your family and reaching your dreams. Wall Street brokerages, giant insurance companies, and online discount brokers are vying for your business.|
|How to Write the Financial Section of a Business Plan | urbanagricultureinitiative.com||Here's some advice on how to include things like a sales forecast, expense budget, and cash-flow statement.|
|What's New||While those methods are great, often businesses need more intensive, ongoing help as they make crucial decisions that affect the direction of their businesses.|
|Wealth Planning Advisors||Senior Planning Advisors Is it time for you to turn the page and begin planning for the next chapter of your life? Let us help you prepare for your financial future.|
The retail price of ACT! They are now included in the box as part of ACT!.
If you are an ACT! Manage your schedule by synchronizing your ACT! And, stay on top of your ACT! I love your passion for your product Your product is great and we wouldn't be able to function without it. You have a client for life with us.
Microsoft Outlook has a lot to learn from Act! And your file management and client management interface is very well done. Many thanks for your support. I have tried all of the other client management programs and act4advisors is the best out of them all, by far.
I have been running a paperless office for sometime now, and when Scott Abboud came out with the scanning capability inside act4advisors, it made my paperless job a lot easier and more organized.
I will always recommend it.
Truly impressed with your forward thinking! Your software helps in tracking every aspect of the sales process, makes it easy to follow up with client service, and easy to maintain complete records including contemporaneous notes.
Every broker-dealer should require its reps to use this software! I've already recommended Act4Advisors to other advisors I know and I will continue to do so. Act4Advisor's support staff is exceptional as well.
Friendly, patient, and knowledgeable. The program is well organized and complete providing me with a comprehensive picture of my client's situation. Keep up the good work! They helped me focus on an asset allocation program that has increased my assets under management and helped me deliver services the big brokerages firms can't compete with.
He helped us find a portfolio management software program that fits our needs as financial planners. His Act4Advisors interface has allowed us to fully utilize our client and contact management software program.
Scott's interface for Act!Provide your clients with a Business Valuation Report that details key metrics to their business' value and gives an in depth view of their financial position. The BizEquity Insurance Value Report add-on creates a snapshot of potential insurance coverage, based on real-time valuation metrics.
Capital Planning Advisors, LLC is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Capital Planning Advisors, LLC and its representatives are properly licensed or exempt from licensure.
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Financial Plan, Inc. is an independent fee-only financial advisory firm located in Bellingham, WA. Call us today at () (Planning Process) Based on our experience, we will begin to discuss with you the business climate, background, family elements and your objectives and together we will formulate initial concerns with respect to the planning environment.