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  • Email: info@advisology.com

Financial Services Social Media Sales Integration Coaching and Training from Industry Experts to Impact Industry Success

OurMissionFinalOur mission is to be the leader in coaching services that positively impact the success of financial service and insurance industry companies and professionals. Our fundamental goal is to make business practices more efficient; to improve the future growth of industry professionals with impactful recruiting, training and development practices; to energize company morale and culture with fresh, client-centric approaches; to sharpen brand recognition and professional reputation of companies with integrity, and to empower industry companies and professionals to amplify revenue and profitability.

VisionFinalOur vision is to assist the Financial Services and insurance industries in undergoing a transformation and evolution in the way it does business and communicates and services clients. With new technology constantly resurfacing allowing for enhanced sales and marketing methods, advisors and financial firms need innovative and effective strategies to integrate this transformation into their business to best serve their clients with the highest level of professionalism. Our vision, passion, and dedication to the success and integrity the financial service and insurance industries is what drives success with our clients.

CoreValuesFinalOur core values include honesty, integrity, devotion and passion for the success of industry companies and professionals and as a result their increasing ability to better serve their clients. We are scholars of innovative ideas, have a real passion for doing what is right, and are disciplined about on-going education in order to give our clients the very best services resulting in the greatest impact on their success. We respect and take the time to understand the unique needs of our clients and to continuously raise the bar for best industry practices.


  • Katie is a whirlwind of energy and passion. She will be an asset to any organization that she becomes associated with. She brings ideas, fresh perspective, and is always thinking out of the box. I enjoyed working with her.

    Mitch Ratnow, Vice President, GCG Financial, Inc.

  • I have had the pleasure of getting to know Katie both personally and professionally and she is a consummate professional. She is a dedicated expert who always places the needs of her clients first. Katie is a passionate individual who never fails to accept a challenge. Her effervescent personality exudes confidence and her results never fail to impress.

    Kristian Finfrock, Financial Advisor, Retirement Income Strategies

  • Advisology's knowledge and expertise on social media integration strategies that I used to benefit my business, made me a believer in social media. Their approach was very easy to follow as they explained the many benefits of each of their recommendations. The time I spent with Advisology has increased my presence, relevance and referrals significantly. It has directly increased my annuity business by 18%
    1-27-2014 1-01-23 PM

    Anonymous, Managing Principal, Blake & Brown Financial Group, Chicago IL

  • As Advisology and I developed a business plan and budget, it was apparent that they understood target marketing and all that it would take to access and attract new recruiting efforts via the web. While other financial service firms were running 1-2 new recruiting interviews a week, Advisology helped me book between 5-10 a week. The best part was Advisology showed me how to do this on a low budget, even though we had the capital to invest.
    1-27-2014 1-08-23 PM

    Anonymous, Vice President of Marketing, National Guardian Life, Madison, WI

  • It really does work if you put it work! After a meeting with Advisology, I decided to try out one of their suggestions. Within a day of one of my LinkedIn posts, I was contacted by one of my connections asking for more details on the topic. This could be a significant client for me and until then I had no idea people actually read my status updates.
    1-27-2014 1-01-23 PM

    Anonymous, Wealth Magagement Advisor, Anonymous

  • 31% of American households with annual incomes over $100,000 use LinkedIn. Those are the people I want to work with. It’s why I bought Advisology’s course – to learn to use LinkedIn to build my book of business.
    1-27-2014 1-08-23 PM

    Anonymous, Certified Financial Planner, Anonymous

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