Outstanding Support for Kalos Advisors

Below is a list of our strategic alliances that we have partnered with who offer technology and/or marketing services to equip our advisors to work more efficiently, and effectively with their staff, and more importantly, their clients.  Just click on any of the company logos to learn more about their products/services offered.  A special discount has been negotiated for Kalos Advisors.

      Advisor Products Inc. is a client communications and marketing company serving over 1,800 of the nation's leading independent financial advisors. API creates web sites, client newsletters, brochures, and stationery, and assists advisors with branding, writing their marketing copy, and designing a logo.

Based in Westbury, N.Y., Advisor Products was founded in 1996 by veteran personal finance journalist Andrew Gluck. API now employs a staff of over 20 writers, web developers, graphic artists, and programmers. We offer advisors a long-term relationship with experts in independent advisor marketing.

API's newsletters and web sites report financial news to clients in a manner that is consistent with the best practices in the financial services industry. In making magazine-style personal finance journalism available to independent advisors, API explains financial ideas clearly to make it easier for clients to make financial decisions, and our content is customized to fit under the advisor’s brand.

     Advisor Exchange, on-demand access to a consolidated view of your clients managed and held-away accounts has never been easier -- or less expensive. For a limited time, Advisor Exchange, today’s premier account aggregation solution, is available at an attractive discount for Kalos Financial representatives.

     Redtail CRM is a web-based, robust, yet easy-to-use client management solution designed for Financial Professionals. Now you and everyone in your office can access the same client notes, documents, schedules, and account data. You can access it when you are away from the office and you can stop maintaining the software on your computer.

Peter Montoya Marketing Library get access to over 1500 client commuinication messages including Economic Updates, Financial Articles, Client Letters, Invitations and more!

     Forefield Advisor™ is a sales, education, and client communication tool that enables financial advisors to deliver current, concise and compliant resources to their clients.  Forefield Advisor provides access to more than 3,000 resources made up of over 2,300 articles, 200 illustrations and tables, 200 interactive calculators, and over 400 presentations.

Forefield Newsletters is a full-featured, monthly financial planning newsletter service offered to both independent financial advisors and financial institutions. The Forefield Newsletter service allows financial advisors and institutions to create customized, FINRA-reviewed, and fully branded newsletters for clients, including both PDF and native HTML e-mail versions.

Forefield Web Resources^TM allows you to enrich your website with current, concise & compliant financial planning content that will help you engage your clients and prospects and generate greater usage of your web site. By using Forefield Web Resources you can be sure that your web site always has fresh content to offer your visitors and appropriately supports their participation in the financial planning process.

 StoneRiver (formerlly Emerald Publications), has served as a marketing partner to thousands of financial professionals, providing innovative products to help them build and grow profitable businesses. They offer turnkey seminars, newsletters, direct mail, online marketing and agent web sites. Emerald and Kalos Financial have joined forces to help advisors lower their marketing costs by providing discounts on our products and services. You can contact Emerald at (800) 233-2834 and tell them you are with Kalos Financial to hear about the great discount program we have in place for YOU!

Response Mail Express is the premier Financial Services Industry's Marketing Firm for all your marketing needs.  Although RME provides marketing programs for lead generation and recruiting, as well as telephony services, we are best known for our Seminar Success program.  Kalos Financial has negotiated a corporate rate to include a packaged seminar program that includes the mailing package, RSVP and Reminder Services for one low corporate price.  Click on the RME logo to learn more.