Media Kit

 

We recognize that journalists appreciate an online media kit that offers a one-stop source for comprehensive information that will assist them in readily assessing a company, its mission, and its products or services.

Although the information below is also found on various navigational tabs in the News Media section and other sections of our site, we recognize that your time is extremely valuable. We believe you would prefer to have the most important information presented to you on one page in order to save time searching.

Below is a collection of links that will facilitate quick access to the most important information that we believe you are seeking. However, if you require additional information that is not found here or on other pages of the News Media section, please contact Marlene Frith, Director of Marketing, at 888-659-4069, Ext. 817, or via email. 


Note: When accessing the information below via links, simply use your browser’s back button to return to this page. 

• Company Backgrounder; Founders/Principals 
• Management Team
• Press Release Archive
• 2007 Industry Trends Survey 
• The Quarterly Counselor Newsletter
• Product & Services Overview: Our Five-Star Practice Solution
• Audio Presentation/Demo on the Five-Star Practice Solution
• Audio Presentation/Demo on WealthDocs 
• Schedule of Events & Exhibiting Opportunities 
• Speakers Bureau
• Member Directory 
• Join our Public Listserv 
• Request to be Placed on Our Press Release Distribution List