Skip navigation

Advisor Marketing Systems feedback?

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Mar 13, 2009 6:37 pm

I was considering their product, but could find any valid testimonials.  Anyone have experiance with this company? (advisorr marketing systems)

Mar 13, 2009 10:30 pm

A friend of mine bought it a few years back… cost something like $990… According to the site(once you have access, it is how this guy generated, $20million a year in new assets… From what I saw, only looked at it for about 20 minutes on his computer, Nice power point, but would have to be edited if not an RIA… Some basic materials… I didn’t think it looked worth it, but my friend has been using it and does pretty well(not sure if it is that or just doing seminars in general)…

  I looked recently and think it is still around $1000..   The guy's name is Jason Wenk, according to the info, he was at a wire, then started a RIA..
Mar 13, 2009 10:40 pm

Just to be creepy according to their ADV in 02/2005 they had $78 million in assets

Mar 14, 2009 12:04 am

thank you for the input. This guy seems pretty amazing he was a million dollar producer at 27Y old, so the web site says. he started at 25Y old