With Advisys, everything you need is in one place:
Concept pieces on financial products and planning strategies to educate clients, answer questions, and overcome objections
Quick and easy financial calculators to answer questions and motivate action
Goals-based financial planning to drill down on client needs and provide answers
All Compliance pre-approved with FINRA - No more compliance delays
All professionally designed and written
Advisys puts over 600 illustrated reports, 11 goals-based modules, and over 50 motivating calculators at your fingertips.
You can prepare custom tailored presentations in minutes and you have the flexibility to prepare for client meetings the way you feel best.
Please note that the marketing materials are not approved in National Accounts.
Call the PSF Life Desk: 818-702-0889
Kari Woods Ext. 137
Brianna Guttman Ext. 145
Kaitlyn Alderete Ext. 113
Annette Hlavac MGR Ext. 140
Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA / SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 575, Littleton, CO 80120, (303) 797-9080. Capitas Financial and Pacific Southwest Financial are not affiliated with The Leaders Group, Inc. or TLG.
Pacific Southwest Financial (PSF) began operations in 1997 as a merger of two career General Agencies. PSF has office locations in Los Angeles, Orange County, San Diego, and Scottsdale, AZ.