Kimberly9476

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This is an app similar to FaceBook and LinkedIn that will allow advisors in the wealth management industry to connect socially, post educational videos, network with others and collaborate on projects. A Romp is a cluster of Otters 🦦 who are some of the beat collaborators in nature. We would like otters incorporated into the logo.

We are an elite consulting firm in the financial advisor space. Our clients are the financial advisor who owns their own business but is seeking help with optimization and growth. We are industry insiders who bring our expertise and education to the independent advisor space to help them grow. oCGO = Outsourced Chief Growth Officer - trademarked and owned by Fusion Financial Partners.

Coligo means to unify We bring high end, sophisticated estate planning and insurance planning solutions to financial advisors

Target audience : financial advisors for high net worth clientele ScoreCard is a proprietary diagnostic tool. We spend one full day in an advisors office identifying gaps in their technology solutions, growth tools and overall organizational management and then “score” their overall health of their practice. We then provide a roadmap to help them improve areas identified as weaknesses.

This is for a podcast. We own a consulting firm catering to high end financial advisors (RIAs). The logo should be designed so the RIA letters in the name is prominent.

We partner with high end exclusive financial advisors/wealth managers and assist them with their insurance and annuity sales. B2B business. We work side by side with them (as their "wingman") through a complex side of their business. We make it easier for them to get this business completed. Act in the capacity of a "wingman" or "concierge".