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The mission of The Sherman Sheet is to provide financial advisors with information and tools to help them simplify their lives and grow their businesses. In this spirit we are happy to bring to your attention companies, products and services that help you to achieve that goal.
riskalyze.com Riskalyze

Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability. Our core technology is built upon the academic framework that won the Nobel Prize for Economics in 2002, and our customers used that technology to build more than $2 billion in portfolios in 2012.

Sign-up for GoToMeeting Free Trial! Citrix

As many Sherman Sheet subscribers are aware, we are big fans and regular users of the Citrix family of online meeting products. GoToMeeting is the easiest, fastest and most secure solution for conducting and attending small-group online meetings with up to 25 attendees, and we believe it's a tool most every financial advisor can use to enhance their practice. Its innovative, All You Can Meet flat-fee subscription model enables individuals and businesses to use online meetings more often, resulting in increased productivity and a quicker ROI. With GoToMeeting, it's easy to meet naturally online with integrated audio, HD video conferencing and screen sharing. Click here to sign-up for your GoToMeeting Free Trial today!

paretoplatform.com Pareto Platform - CRM

Pareto Platform is a cloud-based Microsoft Dynamics CRM solution designed exclusively for financial advisors. After years of successfully consulting financial advisors on building trusting relationships with their best clients it was easy to conclude that most CRM solutions were not adequate for achieving this goal. We've integrated our actionable Best Practices and proven Virtual Coaching Process into this unique solution to assist our clients with generating a steady stream of quality referrals in all market conditions, increasing their efficiency, and providing them with a better quality of business and life.

redzonemarketing.com Red Zone Marketing

Red Zone Marketing is a marketing and management consulting firm devoted to business development. Our focus is on designing sales and marketing strategies, customer service programs and branding and differentiation strategies to help increase your flow of sales. Red Zone Marketing builds business and marketing action plans with systems for accountability and implementation. Maribeth Kuzmeski, CSP, President of Red Zone Marketing, is a dynamic speaker on Red Zone Marketing strategies that have lead businesses from average to extraordinary.

referralmastery.com Referral Mastery System

For more than 20 years, we've helped advisors like you drive rapid growth, attract the type of clients you enjoy, and create the lifestyle you desire. Advisors who have used our systems & strategies have reached the highest levels of the industry, becoming "Number One Producers" in their firms & earning inclusion on Barron's List of the Top 100 Brokers in the industry and spots in the Top of the Table forum.

sawtootham.com Sawtooth Asset Management

Sawtooth offers advisors the tools to truly integrate all of the data needed to run a scalable and successful practice, all available through a simple login to the SAW-Cloud. Our fully integrated hybrid platform offers core systems like portfolio accounting, billing, CRM, document storage, proposal generation, portfolio modeling/rebalancing and multi-custodial trading. Integration gives advisors instant access to all client data, eliminating the need to jump between separate applications with different logins and passwords. Ultimately, true integration translates in the ability to display on-demand a client's entire data on a single screen. Our technology seamlessly integrates with various data vendors and custodians.

ftjfundchoice.com FTJ Fund Choice

Our mission is to provide advisors with efficient and scalable back office solutions allowing advisors to focus on raising assets and servicing clients. We accomplish this through innovative offerings, accountability, and respect for advisors and their clients. We are focused on delivering a high touch mutual fund platform and Turnkey Asset Management Program (TAMP). Advisors have the ability to efficiently manage their existing investment management process as a standalone through the creation of model portfolios or in conjunction with investment strategists designed and monitored by leading institutional advisory firms.

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