Through Gradient Advisors, you have access to a team of CFP®
s, CPAs and CFA®
s working on your behalf. Case Central service is included in your membership, and includes the following:
- Access to a powerful, proprietary software suite
- Repeatable appointment process
- Saves you time and the need for additional staff
- Separates you from your competition
- Incorporates all Gradient sales systems and proven processes
Here’s what one financial services professional, Linda M., had to say about Case Central:
“Case Central is one of the most fascinating services I have ever seen. When you do the same thing day in and day out, you don’t think outside the box. I have my ideas; I get ideas from Gradient’s experts, and I merge the two together to get the best possible solutions for my clients.”
Fill out the form below to hear how one producer used Case Central to take his practice from $3 million in assets per year to $15 million in assets per year.
Gradient Advisors, LLC is an SEC registered investment advisor. Investment advisory services offered through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice.
For financial services professional use only. GA-614205 2018-06-25 GA