Your IMO doesn’t do case design. We do. We take your customers’ information and create full financial plans and reports tailored to their unique situations. Best of all, it saves you 15 hours per week. https://hubs.ly/Q037dbXp0
Gradient Financial Group
金融服务
Arden Hills，Minnesota 3,431 位关注者
Connecting you with a confident financial future!
关于我们
We seek to inspire financial services professionals to build their businesses with vision for the future and to serve their clients by providing the best possible financial solutions. Our diverse portfolio of financial products and services includes insurance, investment advisory services, asset management, securities, mortgage banking, and our exclusive KonnexME platform. Relationships are the foundation of a successful business. We possess an unwavering commitment to our financial professionals and our employees and treat each individual like family. Through much of the last decade, Founders Chuck and Tami Lucius have worked tirelessly to build a financial organization that is inspired by family and guided by responsibility, innovation, and relationships. Together, they set out to form an organization for independent financial professionals that is captivating, yet not captive, and a model operation for long-term success. We hold the firm belief that an independent financial professional must also maintain a diverse business portfolio for long-term success. Through our wide array of products and services that include insurance, investment advisory services, asset management, tax preparation, securities, and mortgage banking, we help our network of affiliated financial professionals make the right choice for your family. At Gradient, we promise an environment that is a natural extension of our values and one that thrives on innovation and ideas. From our annual Gradient Gala celebration to our Gradient Gives Back Foundation, you will find that family is the core of our business. Through lasting relationships that generate positive energy and results, we achieve long-term success, and we encourage our affiliated financial professionals to also maintain an unwavering commitment to client relationships.
- 网站
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https://gradientfinancialgroup.com/
Gradient Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Arden Hills，Minnesota
- 类型
- 私人持股
- 领域
- Annuities、Life Insurances、Securities和Advisory Services
地点
Gradient Financial Group员工
动态
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Want in on more secrets from top advisors like Brad? You can get access to the full scoop here: https://hubs.ly/Q03bTrrt0
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Turn one-way relationships into a team that shares costs and more. Brad C. did it and grew his business tenfold in five years. You can do it too! Contact your Vice President of Marketing at 800.407.4137. https://hubs.ly/Q037cTYy0
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When conducting retirement readiness interviews with clients, focus on: 1. Open-ended questions 2. Income needs and sources 3. Analyzing savings and investments 4. Evaluating healthcare plans 5. Discussing longevity risks 6. The importance of tax efficiency 7. Clarifying next steps Contact your Vice President of Marketing for more interview tips!
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Few things are more valuable than client relationships that endure for years! Strengthen those relationships with personalized communications like anniversary and other milestone cards and gifts and unexpected gifts and other reminders. Also remind them of the importance of regular check-ins! Contact your Vice President of Marketing to get more essential insights!
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Learn how Brad C., a top advisor, ramped up his total assets gathered annually 10X in just five years. https://hubs.ly/Q037d7Rx0
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It’s going to be a huge spring at Gradient’s Minnesota headquarters! We’re hosting in-person training events designed to help you define your goals and then reach them, so you embrace the future you’ve always wanted! Whether it’s Life Insurance University, Operations University or many others, Gradient training events have what you need! Find your training: https://hubs.ly/Q035f-Pw0
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