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Strategic Partners

By working in partnership with these companies, we are able to offer our clients a single point of contact for all their outsourcing needs. Our strategic partners are leaders in their field, providing a specialist service to enable us to offer a broader range of professional services to our clients.

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SuccessCE

Success Continuing Education (‘SuccessCE’) is a company that can help you and your business succeed through a multitude of high quality courses in insurance continuing education, CFP Continuing Education, Securities, CLU/ChFC Continuing Education, CIMA Continuing Education, CPA Continuing Education, and MCLE (legal) Continuing Education.

Their ownership (probably like you) have Securities, Insurance, and Real Estate Licenses and have been active in the Financial Services Industry since 1983.

 

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Partners for Marketing

Partners for Marketing is a company that is committed to helping people and businesses in the financial industry effectively find new and prospective clients. Our client list includes brokerage firms, insurance companies, banking firms, broker dealers, individual brokers and agents, and many other types of people and companies involved in the financial industry.

Partners for marketing is a division of Partners for Prosperity LLC whose prime directive is to consult, design, and implement marketing campaigns for brokers, agents and all the companies supporting them.

Our sales, production and accounting depts. are located in NJ and our IT and database networks are located in Ca. Our Managing Partner Tony Panico has been in both the investment and marketing businesses since 1989. Developing consistent and effective ways to find and meet new prospects and turn them into clients has been his goal for over 20 years.

When you work with us your not just a client you’re a partner as well

To learn more about Partners for Marketing visit our Home Page or come to our Services Page to see how we can best support your needs.

© 2016 Ro Morrison & Assoc.