Carol Anderson, President of Money Quotient

April 26, 2010

“Great information and so timely as advisors reevaluate their philosophies and processes in light of  the financial crisis.  I think more and more will come to understand that best practices also make good business sense.  Thanks so much for your work and raising the bar!”

IPS AdvisorPro® Celebrates 4th Anniversary!

April 15, 2010

IPS AdvisorPro®, an award-winning online technology platform fro creating fully customized Investment Policy Statements,  is proud to announce that it has been 4 years since its initial launch April 16, 2006.

Thank-you for your support!

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