Slide OUR STORY

THE QUANTUM DIFFERENCE

Disrupting the market.

We were founded as an educational distribution company because we knew there was more to this industry than sales and product. We laid the groundwork for one of the first independent product design companies to use this approach, leading to one of the first client-centric FIAs for the securities-licensed advisor.

 

Quantum was created with a laser focus on advisor education. We strive to arm our advisors with the knowledge and resources they need to confidently address their clients’ financial planning needs. Our visionary education programs meet this goal.

Quantum’s unique combination of industry expertise and client-centric focus provides it with the ability to understand the obstacles financial advisory firms face in finding solutions that meet the individual needs of their clients.

 

Advisors and their clients require a partner able to navigate through the entire range of financial services and retirement strategies available today – a partner delivering a truly integrated consultative approach. Quantum embodies this next evolution of financial advisory firm support.

THE QUANTUM DIFFERENCE

Disrupting the market.

We were founded as an educational distribution company because we knew there was more to this industry than sales and product. We laid the groundwork for one of the first independent product design companies to use this approach, leading to one of the first client-centric FIAs for the securities-licensed advisor.

 

A driving force to our creation was educating advisors to arm them with the knowledge and resources to feel confident in their financial planning while focusing on the needs of their clients – a solution we proposed with our first visionary education programs.

Quantum’s unique combination of industry expertise and client-centric focus provides it with the ability to understand the obstacles financial advisory firms face in finding solutions that meet the individual needs of their clients.

 

Advisors and their clients require a partner able to navigate through the entire range of financial services and retirement strategies available today – a partner delivering a truly integrated consultative approach. Quantum embodies this next evolution of financial advisory firm support.

THE NEXT EVOLUTION

In advisor partnerships is here.

A financial services consulting partnership that continues to innovate by providing a comprehensive approach to growing an advisor’s business and doing what is best for clients.

PERFORMANCE BUILT ON PARTNERSHIPS