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 2507 N. Verity Pkwy.
 Middletown, OH
              45042-0430

 Phone: 800 666 1656
 Fax:  513 424 5752
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Text Library Text Library System Financial Text Financial Library Text System Automated Marketing Automatic Marketing Drip Marketing Financial Marketing TLS FPC Financial Planning Consultant Financial Planning Consultants Financial Software CRM Client Relationship Customer Relationship Client Relationship Marketing Client Relationship Management Financial Planning Software Practice Management Bill Good Ed Morrow Goldmine Junxture Financial Advice ProPlan Planning Software Financial Planning Systems Planning Systems Financial Systems Advisor Software Advisor Marketing Planner Planner Software Consultant Consultant Software Consulting Financial Consultant Professional Software Planning Software Financial Financial Plan Financial Planner Financial Planning

Creative Software Solutions Since 1975

Text Library System
Our flagship program provides real marketing power for the practitioner who knows that it never pays to "re-invent" the wheel each time you need to use one. Powerful client communications, due diligence, practice management and relationship marketing support systems. Over 4,000 pages of letters, service letters, agendas, preformatted interview notes, checklists, articles, and practice management documents. (Click Here for the TLS Powerpoint Demo.) - (Note: All Powerpoint files make take some time to download)

Qualified Prospect Names Order Form - Names customized to your market, conditioned and ready for immediate import into TLS and Marketing.

Financial Advisor Practice Management Tools
Unfortunately many magazine articles just clarify a practice management problem. Few actually provide the tools with which you can take immediate action to achieve notable results. These three reports are accompanied by the files on diskette that you need to take action immediately. The most widely published author in the financial services field, Ed Morrow, is sharing some of the techniques and practice management tools that he has used to provide advice and software to other financial advisors. Ed's professional background as a CLU, ChFC, CFP, RFC and a Certified Trainer equip him to generate these three tools. The clarity of his writing style is evidenced by his three published books and over 400 articles in professional journals. You have read his articles in the Journal of Financial Planning, Advisor Today, Financial Planning Magazine, Financial Services Journal, Financial Services Advisor, Probe, Round the Table and other publications. Veteran financial editor, Forrest Wallace Cato calls Morrow, "The hands-down best writer in the financial services field."

(You will need Acrobat Reader 5.0 to access the latest pdf files.)

FinPlan - Financial Planning Presentation
A Power Point presentation designed to show prospective clients the value and benefits of having a financial plan developed, the process steps and the justification for the planning fee.