Monday, May 4, 2015

2015 - Our Newest Affiliate Site -

Dear Advisors,

We are pleased to announce the release of our newest affiliate site:*.  An RIA is a business with other functions, such as operations, technology, and trading.  As such, we've put together a collection of products and services for advisors to manage the additional areas in their practices.  Visit here:

All products are either used by Roberson Consults Group and/or its clients.   

Our current site includes:

·         Microsoft (software)
·         Global Relay (Compliance/Archiving)
·         Citrix (Cloud-based solutions)
·         Cal-Insurance (Advisor E & O Insurance)
·         Staples (office supplies)
·         TD Ameritrade (trading/custodian)
·         Website Development (third-party providers)
Our site contains affiliate links for which we may be compensated. 

Stay tuned as we add more companies.

Impact: A portion of profits will go towards our work with Build Ur Impact. 

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