SagePoint Financial is pleased to introduce the Advisor Marketing Center, a new resource for pre-approved materials to help advisors maintain and grow their business.

The Advisor Marketing Center offers a wide variety of materials that advisors can use as touch points for clients and prospects including the following:

• Prospect for new clients
• Keep in front of existing clients
• Recruit new advisors

Read this for more information.

The SagePoint Financial Marketing and Communications team has been awarded the 2008 MarCom Gold Award for Best Special Event in the category of Marketing/Promotion Campaign by the Association of Marketing and Communications Professionals. The Gold Award recognizes the materials that were developed for NEC 2008, which was held in May in Las Vegas. With "Winning Combinations" as the theme, materials for NEC 2008 included the agenda booklet, visual materials for general sessions, signage throughout the venue, an NEC-specific website and much more. The Association of Marketing and Communications Professionals is an international organization with several thousand members who are marketing, communication, advertising, public relations, media production and freelance professionals. For more information about the MarCom awards, click here.

From July 13-15, Advisor Group hosted the second annual "Why Women Are Winning" Conference at the Ritz Carlton in Chicago. The conference was open to all Advisor Group female financial advisors and provided two days of educational seminars, breakout sessions and panels designed to address critical issues facing women advisors and clients. The conference also gave female advisors an excellent change to network and share best practices with one another.

Women account for only 20 percent or so of financial advisors. At Advisor Group, we are proud that more than 25 percent of our advisors are women. This conference is just one of many ways we are working to retain, attract and mentor female financial advisors.

Check out the media's coverage of W3:
Broker-Dealer Journal
Carolina Newswire
The Boomer Blog
Research magazine

SagePoint Financial is proud to honor Randy Yeomans and Nicholas Yeomans for each being awarded spots on the 2008 list of Top Wealth Managers by Atlanta magazine.

Randy and Nic were recognized for the 2008 FIVE STAR "Best in Client Satisfaction" Wealth Managers award.

Best in Client Satisfaction Wealth Manager award is limited to less than 7 percent of all professionals within the Atlanta area. As an independent third party, Crescendo presents the FIVE STAR award to assist consumers in selecting a wealth manager who provides exceptional client satisfaction, indicated by other consumers.

Crescendo surveyed more than 82,500 consumers in the Atlanta area. An additional 9,000 surveys were sent to leaders within the financial services industry. On the surveys, recipients were asked to evaluate only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Before finalizing the list, wealth managers were reviewed by a blue-ribbon panel.

For more information about their business, click here.

Advisor Group, one of the largest independent broker-dealers networks in the United States, today announced that Jeffery M. Auld has been named President and CEO of SagePoint Financial, Inc. and American General Securities Incorporated (AGSI), effective June 30, 2008. Auld succeeds James R. Cannon, who is leaving the company to pursue other interests. Auld will report to R. Lawrence Roth, President and CEO, Advisor Group.

Auld joins the Advisor Group from Berthel Fisher & Co. Financial Services, Inc. where he served as President and was responsible for recruiting and involved in marketing and advertising, technology and operational improvements. Previously, he served as President and CEO of Next Financial Group where is led the firm from a start-up broker-dealer to one of the nation's 40 largest in five years and earned Investment Advisor magazine's Broker-Dealer of the Year Award for six consecutive years.

SagePoint Financial has honored Ray Day, a financial advisor from Torrance, CA with its Lifetime Achievement Award. Day has been affiliated with the broker-dealer since the 1990s. The firm made the lifetime achievement announcement during its annual National Education Conference, held in early June in Las Vegas, NV.

The Lifetime Achievement Award is the highest honor bestowed by SagePoint Financial. The award recognizes professional contributions and personal commitment to the community.

Click here for more information about the Ray's life in financial services and SagePoint Financial's lifetime achievement award.