Marketing Support

Our goal is to keep you competitive with the latest information, innovative sales ideas and practice management resources. We provide:

• office meetings targeted to your needs and markets
• conferences
• networking opportunities
• online educational opportunities, some with CE credits
• proactive, customized practice management assistance
• strategic partnerships with top firms in the industry

Publications include a monthly newsletter and a quarterly magazine. E-News provides brief, newsworthy information and comes out most Mondays.

We offer a brochure about CAI that positions you as an independent Financial Advisor with the support and resources of an established financial services firm. There is a page of this brochure you can customize to your own practice. Other marketing materials include Fact Sheets about each of the Capital Analysts Asset Management Services (CAAMS) programs. Other CAAMS presentation materials are also available.