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2016 Winner: The Investment Center

2016 Winner: The Investment Center

The Investment Center is the winner for the Broker/Dealers (less than 1,000 Advisors) – Practice Management category.

Company: The Investment Center
Category: Broker/Dealers (less than 1,000 Advisors) – Practice Management
Initiative: Advisor Marketing Coaching Program

Some financial advisors lack the skills or time to effectively market their practice. In response, the Investment Center developed its Advisor Marketing Program (AMP), a coaching system that helps advisors develop customized marketing programs designed to expand existing client relationships and cultivate a center-of-influence referral network.

The program starts with planning sessions that examine the advisor’s business model, client base and current marketing activities. Coaches use this information to design a customized strategy, complete with marketing calendar and budget. They then conduct coaching calls to ensure the plan’s timely execution. Advisors also receive support with social media and event planning.

Since AMP’s implementation, the 10 advisors who have used the program have seen a $20 million increase in assets under management and more than $36 million in referrals.  

About the Company
The Investment Center, Inc. is one of the nation’s most advisor friendly independent broker/dealer-RIAs. Founded in 1986, The Investment Center is an award-winning firm supporting over 260 financial advisors and 200 investment advisor representatives with assets over $6.1 billion under management. The Investment Center embodies a family atmosphere where advisors are supported in every aspect of their businesses through service on a first name basis, marketing and practice management guidance, high payout structures, strongly competitive products, and a responsive compliance team. Advisor feedback plays a pivotal role in guiding the direction of the firm allowing for strong growth and satisfaction.

For more information please visit


Ralph Devito
CEO, The Investment Center


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