Meet apollo
It’s more than a platform, it’s a launch pad to a higher level of running, growing and ultimately transitioning your business.
In today’s evolving landscape, apollo helps you lean into the human side of financial advice, serving as a:
- Conversation Starter to engage at a deeper level
- Prospect Connector to accelerate close rates by building rapport and trust more quickly
- Relationship Strengthener giving clients unique insights and relevant content based on their goals, values, and biases
- Data Aggregator with a dashboard view of your clients and priorities
- Impact Multiplier designed to produce double digit growth for current users
Earl Johnson, CEO at Lexus Wealth Management
...I added the behavioral finance questionnaires to my website as a way to start conversations. A gentleman I met at an event completed a questionnaire and actually set up an appointment with me before I even had a chance to reach out. After our first conversation to review his results, he became a client. Apollo is an awesome tool to help RIAs grow our businesses.
Koby Clark, Wealth Management Advisor at Sullivan Wealth Management
Apollo gives me a head start with clients and prospects, and lets us focus on what truly matters most to them.
Gain Insights from Thought Leaders on Our Synergize Podcast
Co-hosted by Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, Synergize features unscripted conversations with leaders from a variety of backgrounds and disciplines to help advisors navigate the evolving wealth management landscape in an AI-driven world.
A new media platform for the wealth management industry
Through meaningful, first-person stories written by financial advisors, executives, and thought leaders, RIA Reflections provides a unique perspective into the daily lives of those working in wealth management and financial planning.
