A natural coach and leader with 20 years in the industry, Jim uses his vast experience to deliver the most successful strategies to our advisors.
The new Quantum website.
The next evolution in advisor partnerships is here. Welcome to The Quantum Group. Take a quick tour of our website to learn more about our vision, and how we are disrupting the financial industry.
Quantum works with carefully selected financial advisors who are seeking a boutique, customized approach to financial business and services consulting.
Our Mission: “We provide financial advisory firms with a comprehensive approach to growing their business by combining client-centric insurance solutions with strategic marketing and operations support, helping advisors realize their vision and achieve their professional goals.”
Our new website highlights the pillars of our partnership:
Here is a summary of what you will find when you explore TheQuantum.com:
Integrated business development
Quantum internal consultants partner with you to develop and, even more importantly, implement your customized, long-term business plan for growth and innovation. Visit The Quantum Integrated Business Development.
Quantum gives you access to exclusive product designs, patented features and a broad range of industry-leading strategies from companies with household names, giving you, as an independent advisor, a competitive advantage. With 400+ products from 35+ companies, and more than 30 research team members, we help match your clients’ needs with client-centric, retirement risk-management solutions that best address their goals. Visit The Quantum Insurance Platform.
A growing number of investment advisors, leading economists and thought leaders believe fixed indexed annuities to be a new asset class that closely approximates bonds and other fixed-rate products, and consider them to be a safe alternative or complement to bonds within an investor’s portfolio when appropriate.
As part of our integrated, customized, consultative approach, Quantum offers turnkey client acquisition services, matching your unique strengths with a program that attracts your ideal client, including multimedia campaigns, live events, radio and direct mail. And our award-winning, in-house creative agency will help you grow your unique brand through content development, print, web, social media, PR, video and e-mail communications with existing and future clients. Visit The Quantum Strategic Marketing.
Our streamlined operations eliminate the need to add infrastructure, build your own operations team, and forge individual insurance carrier relationships. You can rely on a single point of contact at Quantum, and will always speak to a live person when you call during business hours. We can help increase your closing ratios and expedite carrier-specific requirements and application processes. Visit The Quantum Streamlined Operations.
Our new blog.
Quantum was created with a laser focus on advisor education. As part of that commitment to education, every other week Quantum posts articles on topics ranging from practice management tips to financial industry research. Throughout the rest of 2019 and beyond, we’ll be bringing you enhancements to our blog, including the ability to search by category and author. Please bookmark it and check back regularly. Visit The Quantum Blog.
Be sure to follow us on your favorite social media channels to see our latest updates:
We are only a phone call away at 800.440.1088.
Meet The Quantum Team.