Join Gateway

Gateway Financial Partners provides Independent Financial Advisors with the latest in investment strategy education, research and practice management technology, marketing initiatives and administrative support. This allows you, as a partner, to maximize your client interactions.

Why Gateway

Partnership is in our DNA

How We Can Help In:

Leadership

Our team facilitates a comprehensive network of
financial advisors in 15 states across multiple branches. We
attribute our steady growth to an unrelenting forward
focus: we worry about the road ahead, allowing our
advisors to service their clients with ease and confidence.
Gateway brings 3 key components to the table: marketing,
technology, and operations. We partner with you to
coordinate these services in the method that best aids your
business. Our experts not only provide the latest industry
innovations, but also fastidiously educate advisors on how
to use these tools to their advantage.

Partner Connect IT

This booklet details our key offerings: Marketing, Technology, and Operations. We define the mechanisms that keep our advisors at the cutting edge of the finance-services industry. Learn about other vital services provided at no additional cost, including advisor training, business planning, service models, technology support, turnkey event management, and more. Discover how our leadership equips advisors with the knowledge and resources to expand their services and grow their business.

Transition Guide

We center our transition process around the needs of your clients, partnering with advisors step-by-step to pave the way with efficiency and precision. Learn about Gateway’s convenient project management system and discover how we connect advisors with their own personal task force. Our in-house marketing and operations teams handle the ins and outs of your everyday business: from data entry to client mailings, we give advisors the control and flexibility to achieve industry excellence.

Who’s Your Client?

Our veteran marketing team partners with you to research your client base and identify key “personas,” or archetypal attributes. Personas help uncover what your client cares about and how to attract more members of your ideal audience. Through comprehensive client analysis, our marketing specialists build strategies that best accomplish your unique business goals.

Marketing

At Gateway’s core is a team of in-house marketing experts: our Director of First Impressions, our Director of Opportunities, our Director of Digital Strategies, our Visual Communications and Marketing Specialist, as well as a crew of hardworking content-creators, marketers, and designers. Our job is to learn what makes your unique business “tick”: what matters to you and your practice? What do you seek to provide to your clients? What do potential clients seek from a financial advisor? And, most importantly, what makes you indispensable to the financial-services industry?

Every day, our marketing team converges to produce and distribute collateral for advisors across the country.  We learn each advisor’s unique story and partner with them to broadcast their message.  We identify opportunities to engage your individual audience. Through custom-planned inbound campaigns, we build community around your business.

Market Lookbook

This free informational booklet details our marketing resources and programs, including photography, client communications, social media management, and turnkey events.

Strategic Alliance

Networking with professionals of diverse industries can help you develop a more holistic market approach. In this booklet, learn how to build your “dream team network” and take a comprehensive approach to your services. We delve into the science of centers of influence and how it can grow your business.

Bench of Life Workbook

The Gateway Bench of Life™ is the way we and our advisors do business. Learn how the Bench of Life model can strengthen your message and grow your business.

Marketing Initiatives

Every journey needs a destination. We partner with our advisors to create annual marketing plans, identifying your unique goals and plotting a roadmap to success. This booklet includes sample pieces and events to help inspire your next marketing campaign.

Where Are You On The Bench Of Life?

The Bench of Life™, developed by Gateway Financial Partners, is a sequence of events your clients are likely to experience throughout their lifetime. A client’s bench of life may include establishing a career or a business, meeting a life partner, caring for a family, retirement, or leaving a legacy. There are great times on the bench and there are tough times on the bench: all of which require exhaustive financial planning. The client’s Bench of Life may include unforeseen circumstances such as a divorce, a health crisis, losing a job, losing a loved one, or business/ investment challenges. Learn more about the unique Bench of Life planning process and how it can
fine-tune your client relationships.

Technology

Technological fluency is intrinsic to our mission of innovation
and growth. Through experienced IT and Operations
teams, we connect advisors to the latest developments in
finance management.

Gateway equips advisors to meet today’s unique
workplace challenges: we stand ready to promptly
transition advisors from traditional workspaces, to remote
setups. Our IT and Operations teams put a comprehensive
inventory of online tools at your fingertips, ensuring full
accessibility for our advisors through training and
dependable correspondence.

In an ever-changing marketplace, technological knowhow
can set you apart from the competition and
streamline your everyday practice. Our leadership
consistently monitors opportunities for procedural
improvements, positioning our advisors at the forefront of
the industry. Gateway takes pride in our engagement with
the world of modern business.

Our seasoned IT professionals offer exceptional, expedient
customer service to every advisor. Technical issues can
quickly send entrepreneurs spiraling, but with Gateway, our
team partners with you to keep day-to- day errands on
track. We connect our advisors with educational resources
that take the anxiety out of innovation, removing obstacles
on the path to your business goals.

Resource Manual?

In this free booklet, learn more about our unique technology services. See how our experienced and reliable team of IT professionals can bring your business practice into the 21st century fine-tune your client relationships.

Operations

Dedicated professionals delivering exceptional advisor and
client support are the centerpieces of our success, from
transition to day-to-day service. Our team utilizes resources
and relationships leveraged from our partnership with LPL to
deliver real time answers and service to our advisors across
the nation.

A remote operations team streamlines your day-to-day
business interactions: our advisors spend less time on the
phone on administrative duty and more time attending
clients.

ESP Elite Support Partnership

Our ESP program is a virtual solution to operational support that gives advisors the ability to forego the physical presence of an assistant and the attendant management issues of being an on-site employer – and opt for a management supervised, professionally trained and experienced virtual support team located at our headquarters in Glastonbury, Connecticut. With this program, you are appointed a dedicated team of assistants who can manage the administrative portion of your practice.

Get In touch

Leave us a message

National Headquarter Office

500 Winding Brook Drive P.O. Box 1032 Glastonbury, Connecticut 06033

800-652-3163

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