SOFA is a 501(c)3 non-profit, educational speaker's bureau. Over the last 14 years we have been invited into over 300 companies and organizations to provide free educational workshops for their employees and people of the community. Topics included: financial planning, real estate, home financing, health & wellness, taxes and estate planning.
CIS Marketing is recognized as the industry leader in the creation, implementation and
administration of cost efficient prospecting, recruiting and direct mail
programs for financial companies.
They have set the standard for the list industry. Their lists more
accurately identify prospects with the need and wherewithal to purchase
financial products because they use over 50 criteria to specialize their
lists to target your financial prospect needs. Their network of proprietary
sources allows them to offer more than 500 different prospect lists which
has helped them to raise the concept of target marketing to an art form.
Founded in 1976, CIS has processed more than 245,000 list orders, mailed
more then 220,000,000 financial offers and designed and mailed in excess of
50,000,000 seminar invitations for their customers. Their representatives
speak with more than 1,000 financial advisors each day giving them an
unparalleled insight into which prospect lists, marketing methods and
financial products are generating today's sales, and why!
Approximately 80% of their business is repeat or generated by referrals.
Many of the hundreds of lists they offer are not available elsewhere, having
been modeled on actual buyers of financial products, making them
significantly more responsive than lists from other sources with similar
Bill Good Marketing has been using CIS marketing for over eighteen years.
They have always delivered a market-tested product with guaranteed
The DALBAR® Suite of Programs for Financial Professionals helps financial
professionals protect and grow clients' wealth.
The serious responsibility of protecting and growing clients' wealth requires that financial professionals devote full
attention to their clients' needs. At the same time, running a business means developing and deploying strategies to
The DALBAR Suite of Programs for Financial Professionals consists of a series of important and actionable initiatives
that build your business while you concentrate on the responsibility you took on: protecting and growing clients' wealth.
The DALBAR Suite includes the following programs:
- The Rating Program provides qualifying financial professionals with a DALBAR Rating - a distinctive mark of quality that
differentiates them as outstanding in meeting client needs. The DALBAR Rating Program is based on client opinions of the
financial professional in the areas of trust, financial performance, satisfaction with services, and quality of advice.
Financial professionals use their DALBAR Rating to maintain and expand their client base.
- The Practice Management Program helps financial professionals increase the value of their practice by expanding
relationships with current clients, gaining more referrals, promoting practice strengths and improving practice weaknesses.
- The Client Acquisition Program provides financial professionals with access to 4 million on-line consumers who visit
Microsoft's web site through an interactive on-line referral service that allows financial professionals to expand their
business with the specific types of clients they are best suited to serve.
Dorsey, Wright & Associates®
is an independent and privately owned registered
investment advisory firm whose business includes two areas -- investment
research services for numerous broker-dealers and large institutions around
the world, and professional management of equity portfolios for investors.
Here are some of the tools available on their website, www.dorseywright.com,
to give you a disciplined approach to investing in the stock market.
- Point & Figure charts on over 7,000 stocks, which enable you to determine
whether a stock is controlled by supply or demand.
- Relative Strength charts on each stock. How is your security likely to
perform relative to the broad market averages over the next four months and
the next several years?
- Access to over 7,000 mutual funds.
- Portfolio Capabilities. Put in portfolios of stocks and with a click of a
button, every day you will be kept abreast of any changes on a technical
basis in your portfolio.
- NYSE Bullish Percent indicator created by A.W. Cohen in 1955. Know if the
offensive or defensive team is on the field and what plays to run depending
on your field position.
- Bullish Percent charts on over 40 sectors. Sectors rotate in and out of
season just like the produce in the supermarket does. Know which sectors
are coming into season and which sectors are going out of season.
Since 1985,Judy Diamond Associates, Inc.®
has set the standard for quality among prospecting lead providers. Their databases are
important resources for anyone targeting the pension, group insurance, or affluent
How better to ensure that you'll be receiving accurate prospecting leads than to know that
the contact information has been personal verified? Since their inception, Judy Diamond
Associates has been doing just that. In order to create lists that are more accurate
than those of their competitors, every year Judy Diamond representatives call all
companies with over 100 participants in their pension or insurance plans to verify
essential contact information. They pick up web addresses, fax numbers, names of HR
Directors, CFOs, Risk Managers, Directors of Benefits etc.
Well acquainted with the needs of financial professionals, Judy Diamond Associates'
knowledgeable sales staff will not only help you define your target market, but will
also tailor a list to suit it. If your efforts require that your prospects be in a
certain industry, of a certain employee size, of a certain age, or sponsoring a
certain type of plan etc,-- they can create a custom database to fit your criteria.
In doing so, Judy Diamond Associates gives you the highest opportunity to meet with
success by giving you the most relevant leads for your marketing needs.
Since 1978, Research® Magazine
has provided brokers with the information they
need to make the right investment decisions with their clients - and
achieve success in this competitive industry. In conjunction with the
magazine, Research Magazine provides brokers FREE reprints of Corporate
Profiles and Fact Sheets, giving them in-depth information on public
companies to distribute to their clients. Research's reprint
inventory is constantly updated and includes companies such as Intel,
Merck and McDonald's. Research provides all of this, plus monthly
articles and feature stories, with the goal of improving a broker's
bottom line and client base.
For nearly 20 years, Successful Money Management Seminars, Inc., (SMMS)®
has been a pioneer in personal financial education. Their courses have been
offered in continuing education programs at over 1250 educational
institutions and have been sponsored by more than 2500 corporations as an
employee benefit. The SMMS instructor network of qualified financial
advisors reaches across the United States and Canada, bringing financial
education to over 2 million people.
SMMS is located in Tualatin, Oregon, just southwest of Portland, and
currently has a staff of 130 associates, led by CEO and President John
Wheat. These include business managers, financial advisors, research
analysts, account representatives, customer service representatives,
writers, editors, designers, and many others.
SMMS, Inc., is a wholly owned subsidiary of ReliaStar Financial
Corporation. Based on revenues, ReliaStar Financial Corp. is the 8th largest publicly
held financial services holding company in the United States. It has $24.0
billion in assets under management and life insurance in force of $307.3 billion.
For more information on SMMS, click here (Adobe Acrobat required), or visit their website at sales.smms.com
Bill Good appears in the Pavilion® Event Center, interviewed by Karen Aroian
on Pavilion Today. You can hear Bill Good's interview (you might want to
print these instructions) by logging into the Planner Pavilion website with
User ID: BillGoodguest
Secret key: Good
Once you log in to Planner Pavilion, click on the Event Center button. On
the Event Center page, click on Directory, then on the hyperlink for guest.
Finally, click on the link in Bill Good's bio that allows you to "view all
events by this guest."
Click here to reach Pavilion, a new Web site for financial planners and
their clients. Your computer should have a sound card, you should be driving
Microsoft Internet Explorer 4.01 or Netscape 4.05 or later browser with the
RealAudio G2 or RealPlayer 7.0 plug-in. If you like this event, and you
would like to see more, register as indicated in the Web site. Pavilion is a
registered trademark of Amicus Partners LP, Pavilion Today is © 2000, All
Rights Reserved by Amicus, Inc.
Built in 1872 in historic Lafayette, the Kelty Estate B&B was built in the Colonial Revival style and is listed on the National Register of Historic Places. The proud white house with green trim is surrounded by lawns, gardens and two hundred year old native trees. Painstaking restoration has left the interior with a new feeling, while graceful architectural details and selected antiques recall another era.
Start your day of wine tasting or exploring Yamhill Valley with a hearty breakfast cooked like you wish you had every morning.
From "The Kelty," you can travel to the Coast, Mt. Hood or just enjoy local sights and be back in time for a glass of local wine with cheese, on the house.
Go out to dinner in one of the fine restaurants in the Valley and finally enjoy whatever followed by a wonderful sleep.