COPYTALK PARTNERS

Copytalk partners with some of the leading organizations who also contribute to your success. Whether you are looking to improve practice management, client relationship management, marketing or sales, these organizations are proven leaders in their fields.

	PEAK is the nation's premier coaching and consulting program for financial advisors. Our mission is to impact achievers' quality of life by igniting and sustaining their burning desire to succeed through inspiration, innovation and execution. Founded by Ron Carson, one of the top 50 advisors in the nation, PEAK can help you grow your practice and improve your quality of life. When you join, you'll gain access to proven tools, communication, client event and referral systems, a network of top wealth advisors, and the support of the entire PEAK team.www.joinpeak.com
	The National Association of Insurance and Financial Advisors (NAIFA) is a national nonprofit organization representing the interests of insurance and financial advisors nationwide. NAIFA advocates for a positive legislative and regulatory environment, enhances business and professional skills, and promotes the ethical conduct of our members. www.naifa.org
	Bill Good Marketing has developed the only complete system for growing and running a financial services practice. “The System,” as its users call it, is a computer-based, client marketing, prospecting and office management system. A new upgrade of the software, Gorilla 3.0, was announced at the June 2007 Morningstar annual conference in Chicago. A cornerstone of the BGM value proposition is that you meet weekly with one of their coaches and slowly and methodically implement the system and build the new habits necessary to maximize results. For a quick review of some “WOW STARTS NOW” features, click on the video link at www.billgood.com.
	Missed Fortune TEAM training will show you how to transform your financial practice and the lives of your clients. Imagine that you could provide your clients with the skills and strategies to change their lives completely. The financial impact on their lives could be ten-fold or greater. How would that impact your bottom line? Become your clients’ most trusted financial advisor. Join the Community of Mortgage and Financial Advisors that is breaking the commodity trap and transforming industries. Get ready for the highest compensation and the least competition. www.missedfortune.com.
	Advisors Assistant is specifically designed as a client management system for the financial services industry. With Advisors Assistant you can not only perform contact management functions, but you can also track your clients' financial products including insurance and investments, consolidating them into one report. Advisors Assistant calculates dollar and time weighted rates of return, and comes with a full year of updates and toll free tech support. The Advisors Assistant unique View Screens put all of your client data at your fingertips and make the program extremely easy to use. For more information, call 800-799-4267 or go to: www.AdvisorsAssistant.com.