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!”
Brian Lipton, CFP, CPA , AIF, President YellowWood Financial Advisors, Inc.
November 3, 2009
“We use the investment policy statement as a tool to communicate many aspects of our investment process to our clients. The power of IPS AdvisorPro® is its flexibility in allowing for customization beyond the provided content. In addition, the file structure for designing templates, working on drafts, and “publishing” final documents makes file management a breeze.”
Darla Creal and Rick Kahler, Kahler Financial Group
April 15, 2009
“IPS AdvisorPro® has been a tremendous time saver and increase in efficiency. We love the flexibility to personalize and customize each client’s statement. It is very easy to use and well supported.” http://www.kahlerfinancial.com/
Katherine Vessenes, JD, CFP(R), RFC, President, Vestment Advisors
April 15, 2009
“If there were only one tool every financial advisor must have to run their business, it would be IPS AdvisorPro®. I feel so strongly about Lubitz and Boone’s book and software that I recommend it to every one of our clients without fail. If you want to keep your clients and keep your clients happy, this is the right tool for you.” http://www.vestmentadvisors.com/
David K. Henderson, CFP®
April 15, 2009
“IPS AdvisorPro® is better than my word templates. The IPS is faster to create, the program provides important content consistency and control across clients and the end product is more professional looking.” http://www.thehendersongroup.com/
Deena Katz, CFP®, Associate Professor, Texas Tech University
April 15, 2009
“With IPS AdvisorPro® our students learn the value and discipline of creating investment policies for their clients. Many of our graduates have continued to use in their practices.” http://www.pfp.ttu.edu/
Mike Glowacki, CPA, CFP®
April 15, 2009
“IPS AdvisorPro helped us pick up a $4 million endowment client that we might very well have lost otherwise.” http://www.glowackigroup.com/
Tim Turner, former Supervising Principal, AIF® InterSecurities, Inc. and ORBA Financial Management®
April 15, 2009
“I’m a big fan of my investment advisory representatives using an IPS as part of their investment process. It helps make sure, up front, what the investment parameters and strategy are before actual investments are made avoiding client surprises and improving our professionalism. IPS AdvisorPro® also offers me document control and better oversight tools.”
Christopher N. Brown , MBA, CFP®, AIF®
April 15, 2009
“One of the secrets to running a successful investment advisory business is efficiency. IPS AdvisorPro® allows us to develop templates that are specific to our investment strategy and how we communicate it to our clients and prospects. From start to finish, we can produce a customized Investment Policy Statement in as little as 15 minutes! This is a real differentiator for our business.” http://www.ivyfa.com/
David Strege, CFP®
April 15, 2009
“IPS AdvisorPro® allows us to efficiently develop, communicate and capture the recommended asset allocation and the other investor agreements that are customized for each client’s portfolio.” http://www.syversonstrege.com/
James E. Mathias, ChFC
April 15, 2009
“We have been using IPS AdvisorPro® since June 2006. We find the ability to work with and adapt the boilerplate templates to reflect our own processes allows us to provide a high quality and consistent IPS to our clients.” http://www.focusfg.com/
