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Through our preferred partnerships, our team is pleased to provide the following resources to you. Reach out to us or one of our partners directly for more information.

 

The Advisor Impact organization is built on a foundation of industry experience and research, and draws on the insights gathered from tens of thousands of investors and advisors every year.
Advisor Impact takes a data-driven approach to helping financial advisors drive client engagement and growth.

The company's flagship program, the Client Audit, is a turnkey client feedback program that allows you to customize a survey to meet your specific needs, gather feedback from your clients and access actionable reports, resources and tools to help you take action.  

Click here to request a demo

Click here for a 5-minute video

Click here to learn more or get started

 

Or, simply email info@advisorimpact.com for more information


At Pathfinder, we believe that the best approach for managing and growing a strong business is to start with a clearly defined vision of your ideal business, and then develop and implement a strategic plan to achieve it. Through our carefully designed programs, services as well as the tools and resources of Pathfinder Advisor, our clients know they have found a partner for their success. Our featured Advisor Roadmap Program is designed for advisors who want help defining the future of their business, an assessment of where they are now and a clear path that shows how to get there

Visit us at

http://www.pathfinderstrategicsolutions.com/

to read more about our team or contact us at   info@pathfinderadvisor.com

 

PLEASE NOTE: The link(s) that is being provided is strictly a courtesy. When you link to any website(s) provided here you are leaving this site and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at any website. 

 

 

Pathfinder Strategic Solutions is not affiliated with Royal Alliance. 


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 Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Advisory services offered through Affiliated Advisors, Inc. Insurance offered through Rita Robbins & Associates, Inc. Entities listed are not affiliated.


This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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