Company description
Founded by industry veterans with a proven track record of helping advisors leap to their next level of growth, CSI Financial Group is the first-ever IMO/PDO that offers exclusive plug-and-play client acquisition strategies, plus the expertise of an entire team of trainers, mentors, and legal professionals supporting you all along the way.
CSI Financial Group is transforming the way insurance agents and financial advisors are supported. Our Advisor Partner Network sets us apart from every other IMO in the country. We harness the strengths of independent estate and financial planning professionals and connect them with leading-edge innovation and proprietary technology. Advisors focus on their clients and their needs, while we provide the education, processes, marketing, and support needed to deliver outstanding client-centric solutions.
More details
- Advisor Partner Network
- CSI has created the Advisor Partner Platform and over the past 6 months, has been testing new marketing techniques. Since including these techniques into the marketing mix for Advisor Partners, a marked improvement in their ability to learn about prospective clients, gain greater access to the client’s “hidden” wealth, gain a new revenue stream, and ultimately increase sales volume has become overwhelmingly successful.
- Client Solutions
- If you’re concerned about your family’s future, preserving your assets or estate, or simply making sure that your healthcare planning is complete, contact us today and we’ll get started.
