STRIVING FOR IMPROVEMENT

TECHNOLOGY CONSULTING

Tucker Advisors’ Technology Group is designed to provide technology leadership, and provide technology leadership, and professional expertise and services in support of each Advisor’s practice. They have positioned themselves as tech leaders in the financial industry. Tucker Consulting Solutions knows what it takes to be a successful advisor. We know that as imperative as technology is, most advisors don’t have the time to spend on troubleshooting their printer, or setting up a network for easy file access. You make your money when you sit in front of clients, period.

BUSINESS DEVELOPMENT

Our team of Senior Business Developers bring a wealth of knowledge from their extensive background in sales, securities, insurance and banking to all of the Tucker advisors they support. This team will provide you with the information on the best product(s) for your client, along with in-depth illustrations and explanations. In addition, they will assist you in closing more business with proven sales techniques and strategies that are already being used by Tucker’s Top Advisors. This team will ultimately help you build your business.

SEMINAR & SALES COACHING

Seminars are one of the most popular marketing strategies used by top advisors for one reason–they work. There aren’t many other ways to visit with as many as 40 qualified prospects in one night and ultimately schedule 20-30 appointments at the event. Tucker Advisors offers the best in seminar marketing; we also provide actual seminar slides, scripts, notes and tutorial videos. Our advisors have access to everything Karlan has perfected after years of delivering thousands of seminar presentations to clients prospects around the country.

DOWNLOADS

Our collaborative training materials provides our advisors with up-to-date training events, videos, articles, white papers and other tools provide hundreds of ideas and support to keep you updated on industry trends, sales ideas, financial advisor training, marketing strategies, and so much more. We even go as far as providing client and prospect letters that are not only aimed to motivate your databases to act, but will also increased your business.

OUR EXCLUSIVE PARTNERSHIP

As one of the nation’s foremost experts in Social Security, Laurence J. Kotlikoff is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, President of Economic Security Planning, Inc., a company specializing in financial planning software, and the Director of the Tax Analysis Center. Professor Kotlikoff received his B.A. in Economics from the University of Pennsylvania in 1973 and his Ph.D. in Economics from Harvard University in 1977.

When you team up with Tucker, you team up with Dr. Laurence Kotlikoff. He will appear on your custom website, on your direct mail and even your seminars via video.

LEARN MORE

STAY UP TO DATE

When you work with Tucker, we give you access to our Advisor Portal. We have designed a website that will provide you with tools to help you grow, and close more business. You will find hours of audio, video, and downloadable materials that are geared to provide you with all of the information you need to make that next sale.

Podcasts

Training Videos

Whitepapers

Webinars

Client Letters

Exclusive Appointment System

CONTRACTING

 




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