Strategic Resource Partners

Started by the same industry experts who operate RIA in a Box, Lexington Compliance offers existing RIAs the ability to outsource their difficult compliance issues. From 7-day-a week email support, mock audits, advertising review and document review to full CCO outsourcing services, Lexington Compliance is a way for you to make sure you're always fully in compliance. If you are or know an existing RIA that is looking to outsource their compliance to industry experts at a lower cost than hiring their own-in house CCO, contact Lexington Compliance.

Scottrade advisors are eligible for a free compliance hotline service giving you access to industry experts who will answer the basic day-to-day compliance and regulatory questions that come with operating a registered investment advisory firm.

Signing up for the service is easy:

- Download the agreement forms online. - Return them to your relationship team. - Your relationship team will contact you with more details about using the service.

Offer: Free compliance hotline service.

The scope of this service will include basic questions about the operation of a registered investment advisor and related compliance and registration areas. If an inquiry requires extensive research, significant review of materials or drafting of materials, then Lexington will offer its standard compliance consulting packages for a fee. If you choose to retain Lexington for compliance consulting services that are outside the scope of the hotline, you are responsible for making all required payments. Scottrade and Lexington are not affiliated. Scottrade is not responsible for statements, offers or products issued by Lexington. Please research any product or service carefully before making a purchase.

Scottrade and Lexington Compliance are not affiliated and individuals should do their own research before purchasing a product or service.

Advanced Regulatory Compliance, Inc. (ARC) is a national full-service investment advisory compliance consulting firm backed by its association with The Law Offices of Patrick J. Burns, Jr., a securities law firm. The explosive growth in the investment advisory business over the past few years created a need for a firm such as ARC to help investment advisor's deal with their ever increasing compliance obligations in a challenging regulatory environment. ARC provides practical solutions to complex compliance issues. Our Key services include investment advisor registrations, mock audits, and annual reviews, due diligence/verifications, and compliance support and consultations. ARC's highly skilled professionals provide compliance support to a variety of firms, from start up investment advisors to multi-billion dollar practices.

Offer: Advanced Regulatory Compliance, Inc. (ARC) is offering a 20% discount off basic investment advisor registration, complete investment advisor registration, hourly rates, and mock SEC or state audits.

Scottrade and Advanced Regulatory Compliance, Inc are not affiliated and individuals should do their own research before purchasing a product or service.

AdvisorAssist is a management consulting firm focused on serving independent RIAs in the areas of strategy, compliance, marketing and operations & technology.

We offer turnkey registration and compliance programs that will help you get your business from concept to live. Our RIA Registration Essentials™ service provides you with expert assistance to get your new RIA firm up and running as quickly as possible. Our comprehensive approach is designed to cover all of the core aspects of launching your RIA firm including: business model planning, SEC or state registration, compliance program and client agreement design, custodian selection, technology support, and training.

As your partner, we will ensure that you receive the personal attention and service that you expect and deserve. Our sole objective will be to help you build an institutional-quality franchise that will expand your growth opportunities, protect your franchise and improve your efficiency and scalability.

Offer: $500 off premium services (Turnkey RIA Registration and Compliance Program Design), which includes: Business model consultation(s), State or SEC registration, including applicable state-specific requirements, Customized compliance program design, Technology and integration consultations, Review of Advertising materials, Chief Compliance Officer training. $500 off Advisory Compliance Advantage service (Annual Compliance Services), which provides comprehensive support to your team for business, strategy, compliance, regulatory and operational matters. 15% off ALL other services, including Mock Examinations, Risk Assessments, Customized Brochure Design, Marketing Support, and other individual services.

Scottrade and AdvisorAssist are not affiliated and individuals should do their own research before purchasing a product or service.

PJB Law is a highly specialized law firm dedicated to assisting financial advisors in going independent. PJB Law's sole mission is to represent the best interests of financial advisors so we do not do any work for wire-houses. The tremendous growth in the number of wire-house representatives seeking to go independent created a need for a law firm such as PJB Law. Our key services include employment advice, investment advisor registration and defense based representation, if needed. Our firm is backed by its association with Advanced Regulatory Compliance, Inc. (ARC), a full-service investment advisory compliance consulting firm.

Scottrade and The Law Offices of Patrick J. Burns, Jr., P.C. are not affiliated and individuals should do their own research before purchasing a product or service.

Established in 1984, MGL is a leading provider of Registration and Compliance services to the financial industry. For Investment Advisor firms, MGL provides SEC and state registration/renewal services, IARD Administration services, Form ADV disclosures, Supervisory Procedures, Regulatory Compliance Examinations/Audits, and CE training. MGL's staff has over 250 years combined experience.

Offer: MGL offers 10-15% discounts to Scottrade customers on select registration and compliance services as well as quantity discounts on CE training materials and a three-month subscription service to MGL's Compliance Alerts.

Scottrade and MGL Consulting Corporation are not affiliated and individuals should do their own research before purchasing a product or service.

National Compliance Services (NCS) is a leader in the compliance and regulatory services industry. With its hallmark focus on providing reliable, convenient and reasonably priced products and services that are geared to the investment advisor and financial planning communities. For those interested in registering as investment advisors NCS can provide a fast, efficient and cost effective turn-key RIA registration package including written policies and procedures, sample contracts, and Form ADV software. For currently registered firms NCS also offers various levels of compliance consulting, which are designed to allow you to work closely with an NCS compliance consultant in structuring a compliance system that is appropriate for your specific regulatory needs.

Offer: Advisors affiliated with Scottrade Advisor Services receive the following discounts: Products: 15% discount. Services: 10% discount.

Scottrade and National Compliance Services are not affiliated and individuals should do their own research before purchasing a product or service.

National Regulatory Services, a division of SourceMedia is the leader in compliance and registration services for Investment advisors and Broker/Dealers. NRS continues to expand its offerings with products like NRS ComplianceEssentials. Recently, NRS established the Center for Compliance Professionals which offers the first IA certificate program.

Offer: Call to receive Scottrade Discount

Scottrade and National Regulatory Services are not affiliated and individuals should do their own research before purchasing a product or service.

RIA Compliance Consultants provides registration and renewal services, mock exams, document reviews, compliance program assessments, and more. RCC collaborates with investment advisors to identify regulatory and risk management challenges. We then work with each Advisory firm to build and implement practical solutions that protect their clients while meeting their regulatory responsibilities.

Offer: $250 off a registration when referred through Scottrade Advisor Services

Scottrade and RIA Compliance Consultants are not affiliated and individuals should do their own research before purchasing a product or service.

RIA In a Box offers you the fastest, most cost efficient way to set up your Registered Investment Advisory firm. Whether you just need to get up and running or if you need our specialized RIA Training, RIA in a Box is your complete solutions provider. RIA in a Box can train you in the areas of: Chief Compliance Officer Issues, How to Set up a Master Custodial Account, and/or what to do when the State Inspectors/Auditors come, for less than you'd expect. RIA in a Box can get you conveniently into operation and properly trained faster than anyone else.

Scottrade and RIA in a Box are not affiliated and individuals should do their own research before purchasing a product or service.

U.S. Compliance Consultants, a full-service compliance consulting firm, offers a wide range of registration and compliance services to the small and mid-sized investment advisor. Our philosophy is that the advisor with $10 million in assets under management requires the same high level of service and expertise as does the advisor managing $1 billion. At U.S. Compliance Consultants, we treat each and every client with the level of service they expect and the respect they deserve.

Offer: Complimentary Initial Compliance Consultation 15% Discount on all Services

Scottrade and U.S. Compliance Consultants, LLC are not affiliated and individuals should do their own research before purchasing a product or service.

Arkovi is the premier financial services social media solution for archiving, compliance and market intelligence. Through a cloud-based, secure platform - Arkovi enables financial advisors and institutions to engage in social media from any business or personal device while satisfying compliance requirements and leveraging tools for search, reporting and public monitoring features. Arkovi was founded by industry veterans with the goal of making it simple to leverage the power of social media without the burden of additional hardware, software and configuration. Start using Arkovi in 3-5 mintues and discover benefits of business development, compliance and marketing all in one platform!

Offer: 10% monthly and annual discount.
Individual Enterprise discount pricing: $35 per user per month or $421 per user annually
Trio Enterprise discount pricing: $60 per month for 3 users or $740 annually
Enterprise discount pricing: $89 per month for the first 5 users, then $13.50 per user per month thereafter or $1068 annually for the first 5 users, then $162 per user per year thereafter

Scottrade and Arkovi Social Media Archiving are not affiliated and individuals should do their own research before purchasing a product or service.

IPS AdvisorPro^® is an award-winning online technology platform designed to help advisors create fully customized Investment Policy Statements (IPS) unique to their processes and procedures, and the circumstances of each client. The system, which includes IPS templates addressing eight specific client types – each with corresponding questionnaires, is flexible, dynamic and easy to use.

Developed by industry thought leaders Norm Boone, MBA, CFP^® and Linda Lubitz Boone, CFP^®, authors of Creating an Investment Policy Statement: Guidelines and Templates (FPA Press), IPS AdvisorPro^® is the leading IPS technology solution for wealth management professionals to help systematize and standardize their investment process.

Scottrade and IPS Advisor Pro are not affiliated and individuals should do their own research before purchasing a product or service.

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Since 2001, Smarsh, Inc. has been providing E-mail/IM Archiving and Monitoring Services to financial firms throughout the United States and Europe. Our hosted/ASP and On-site services are available to fit the needs and budgets of most organizations, making your complete implementation a breeze, even the smallest of firms. Our success has been attributed not only to superior technology but also our highly responsive customer service. We work with our customers to deliver the exact solution they need while providing the most cost effective solution around. Our extremely high customer retention rate and 100% flawless regulatory audit track-records speak for themselves.

Offer: Preferred pricing available for Scottrade Advisors.

Scottrade and Smarsh, Inc. are not affiliated and individuals should do their own research before purchasing a product or service.

Thomson Reuters Accelus is a comprehensive suite of solutions specifically built to address the governance, risk and compliance challenges faced by the board room, and their legal, compliance, audit, and risk management professionals.

Scottrade and Thomson Reuters Accelus are not affiliated and individuals should do their own research before purchasing a product or service.

Cambridge Alliance is a division of Shand Morahan, a leading provider of E&O products, writing on behalf of the Evanston Insurance Company, rated A (Excellent) by AM Best. Cambridge has continuously offered this E&O program for RIAs for 18 years, longer than any other competitor; we have continuously provided stability as to both rate and coverage terms during this period; and we are the only program which is directly accessible by prospects and policyholders. We write in all 50 states and the District of Columbia and offer limits up to $5 million per claim and $5 million aggregate.

Offer: 5% discount for Advisors utilizing Scottrade Advisor Services. If you are a member of NAPFA, you could potentially qualify for an additional 5% discount.

Scottrade and The Cambridge Alliance are not affiliated and individuals should do their own research before purchasing a product or service.

When making the move from a firm to your own RIA business, it’s important to ensure you, your clients and your business remain fully protected from errors and omissions claims. Often, however, this insurance can be cost prohibitive for a small, independent practice. That is why Scottrade Advisor Services is pleased to offer RIAs who work with us the opportunity to purchase affordable errors and omissions insurance through CalSurance Associates, as part of our ongoing commitment to serving RIAs.

CalSurance Associates programs feature:

Affordable premiums – starting as low as $1,250.

Easy online application process – and coverage may be bound instantly for eligible RIA applicants.

No limit-sharing – with your CalSurance Associates E&O plan you never need to worry about sharing limits with other firms.

Multiple limit options to choose from – choose the one that’s best for your business.

Prior acts coverage – helps to provide a smooth transition from registered representative to independent RIA.

Dedicated customer service team – your questions are answered by a team member who understands your business and knows your needs.

Scottrade and CalSurance are not affiliated and individuals should do their own research before purchasing a product or service.

The Financial Industry Regulatory Authority (FINRA), is the largest non-governmental regulator for all securities firms doing business in the United States. All told, FINRA oversees nearly 5,100 brokerage firms, about 174,000 branch offices and more than 672,000 registered securities representatives. Created in July 2007 through the consolidation of NASD and the member regulation, enforcement and arbitration functions of the New York Stock Exchange, FINRA is dedicated to investor protection and market integrity through effective and efficient regulation and complementary compliance and technology-based services. FINRA touches virtually every aspect of the securities business, from registering and educating industry participants to examining securities firms, writing rules, enforcing those rules and the federal securities laws, informing and educating the investing public, providing trade reporting and other industry utilities, and administering the largest dispute resolution forum for investors and registered firms. It also performs market regulation under contract for The NASDAQ Stock Market, the American Stock Exchange, the International Securities Exchange and the Chicago Climate Exchange.

The IARD site will provide investment advisor firms and representatives with a variety of information about the IARD system. The Investment advisor Registration Depository (IARDSM) is an electronic filing system that facilitates Investment advisor registration, regulatory review, and the public disclosure information of Investment advisor firms. NASD is the developer and operator of the IARD system. The system has been developed according to the requirements of its sponsors, the Securities and Exchange Commission (SEC) and the North American Securities Administrators Association (NASAA), along with those of an Industry Advisory Council representing the Investment advisor firms.

Organized in 1919, the North American Securities Administrators Association (NASAA) is the oldest international organization devoted to investor protection. NASAA is a voluntary association whose membership consists of 67 state, provincial, and territorial securities administrators in the 50 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, Canada, and Mexico. In the United States, NASAA is the voice of state securities agencies responsible for efficient capital formation and grass-roots investor protection. Their fundamental mission is protecting consumers who purchase securities or investment advice, and their jurisdiction extends to a wide variety of issuers and intermediaries who offer and sell securities to the public. NASAA members license firms and their agents, investigate violations of state and provincial law, file enforcement actions when appropriate, and educate the public about investment fraud. Through the association, NASAA members also participate in multi-state enforcement actions and information sharing. NASAA also coordinates and implements training and education seminars annually for state/district/provincial and territorial securities agency staff. We hope that the resources on this site are useful to you, and welcome your comments.

The mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital information.

Klein Decisions' revolutionary K4 Fund Selection offers time savings and superior results in mutual fund evaluation, making it easier to turn prospects into clients. Rather than a decades-old screening approach that eliminates top choices, provides no overall ranking, and weights factors equally, K4 Fund Selection uses a patented process to quickly and objectively rank all mutual funds, combining multiple variables into a single score. K4 Fund Selection automates the fund evaluation process, presenting a single ranked list of all the best funds without time-consuming iteration and sorting. The objectivity reduces regulatory worries and the enhanced presentation gives a unique value-added benefit for advisors, analysts, clients and prospects.

Offer: Discount $100 off the annual single user license fee K4 Fund Selection

Scottrade and Klein Decisions are not affiliated and individuals should do their own research before purchasing a product or service.

Principia is one of the most widely-used resources in the financial planning industry. With comprehensive research databases that include mutual funds, stocks, exchange-traded funds, variable annuities, closed-end funds and separately managed accounts, advisors can conduct advanced research and analysis, monitor portfolios and propose investment strategies. All Principia modules feature carefully-designed FINRA-reviewed reports that are easy to prepare and share with clients. In addition to database modules, specialized modules are available for Asset Allocation, Defined Contribution Plans and Hypothetical illustrations. The Presentations & Education module features a library of Microsoft PowerPoint slides and ready-to-distribute brochures on important investing topics. Principia's modular format means that advisors can choose their own combination of data and tools.

Offer: 15% off Advertised Price

Scottrade and Morningstar are not affiliated and individuals should do their own research before purchasing a product or service.

Advisor Insight offers Internet access to premier research and analysis services including: Market Scope Advisor, Stock Reports, Fund Advisor, Variable Annuities, Fixed Income Research, Options Research, Sector and Industry Research, and Sales Tools.

Offer: Individually or in various combinations at 44% off the standard cost. Inform James Costello of your Scottrade affiliation.

Scottrade and Standard and Poor's are not affiliated and individuals should do their own research before purchasing a product or service.

Receive Barron's magazine and daily access to Barron's Online for only $52. Barron's delivers everything you need to know to keep tabs on the investment world, including analyses of undervalued stocks that the broad market has missed, insightful commentary on market trends and their implications, and market-savvy columns like "Up and Down Wall Street" by Alan Abelson and "Streetwise" by Mike Santoli. Plus, with Barron's Online you receive investing ideas and insights before others do, you'll stay ahead with exclusive subscriber-only articles, and you'll receive access to our online and print archives.

Offer:$99 for a 1 year print and online subscription.

Scottrade and Barrons are not affiliated and individuals should do their own research before purchasing a product or service.

InvestmentNews reports news that affects the business of financial advisors, including stories about industry trends and competition, legislation, people, products, suppliers and technology. Plus it reports news that affects their clients' investments, including stories about the economy and markets, investment trends, mutual fund performance, asset allocation, retirement issues, taxes and estate planning.

Scottrade and Investment News are not affiliated and individuals should do their own research before purchasing a product or service.

Newsletter OnDemand from Standard & Poor's Financial Communications, is an innovative online tool for creating and distributing professional, personalized electronic newsletters. Choose from an extensive library of FINRA-reviewed articles and market and economic analysis from Standard & Poor's – or upload your own content. Use this too to send monthly newsletters, respond quickly to market events, follow-up on important meetings or events, and more.

Offer: $360 annual license to Newsletter OnDemand

Scottrade and Standard & Poor's are not affiliated and individuals should do their own research before purchasing a product or service.

Virtual Office News is a monthly newsletter from David Drucker and Joel Bruckenstein, the authors of Tools and Techniques of Practice Management and Virtual Office Tools For a High Margin Practice. We also host the industry's leading conference on technology as it directly relates to practice management and building a profitable business.

Offer: Scottrade Introductory Offer: Receive 14 issues for the price of 12 when purchasing a regular price subscription of $199.95. Offer does not apply to already discounted offers, existing subscriptions, monthly issues, or renewals. Coupon code: Strade14m Simply select the 12-month regular subscription and insert the above coupon code when asked during the shopping cart process. Your order will be processed for 14 issues instead of 12.

Scottrade and Virtual Office News are not affiliated and individuals should do their own research before purchasing a product or service.

Trusts & Estates is the monthly journal for estate planning and wealth management professionals. Published since 1904, Trusts & Estates continues a long tradition of editorial excellence and credibility in the high net-worth arena. Feature articles discuss estate planning and wealth preservation strategies and trends, paying particular attention to the impact of changes in U.S. Federal tax laws and IRS codes. Monthly issues focus on new tax legislation, ethics, investment strategies, financial planning, elder law, charitable giving and financial services.

Scottrade and Trusts and Estates are not affiliated and individuals should do their own research before purchasing a product or service.

WallStreetAllStars.com is a financial news hub featuring original real-time trading ideas and portfolio strategies from some of the best money managers, traders, pundits and financial reporters on the Internet. WallStreetAllStars.com is the only place you’ll find Jay Somaney’s “So Money” Trading Diary and Scott Rothbort’s “The Finance Professor’s Classroom“ delivering their commentary and ideas in live diaries.

Check out WallStreetAllStar.com’s breaking news page, full of the latest headlines and links to the latest business articles from AP, WSJ, Marketwatch, and the other financial news resources around the Web. And, you can also see headlines from those same organizations, including FT, Reuters, CNN Money and others in the ticker in the blue bar at the bottom of the site on each page along with imbedded links to Yahoo! Finance and other resources in the gray bar at the bottom of each page.

Wall Street All-Stars Video is WallStreetAllStars.com’s financial news video library where you can search for classic economist interviews, politician speeches/debates and old news clips or watch the latest news from a variety of independent sources including the Associated Press, New York Times, Financial Times, The Economist and many more including original videos from the Wall Street All-Stars.

Offer: Scottrade advisors can become a WallStreetAllStars.com Platinum Member for 50% off the retail price and can cancel at any time.

Scottrade and Wall Street All-Stars are not affiliated and individuals should do their own research before purchasing a product or service.

AdvisorOne is the premier monthly magazine for more than 84,000 financial professionals. IA provides everything necessary to succeed in the rapidly changing and highly competitive financial advice market. AdvisorOne's cutting edge editorial offers insight on retirement planning, practice management techniques, critical information on compliance and regulatory issues, the latest in products and services, as well as technology and Internet updates. We also host the Wealth Advisor Summit, an educational forum for advisors who are serious about serving the needs of the mega-wealthy. And we offer a high-quality custom publishing division for specialized advertising needs.

Scottrade and AdvisorOne are not affiliated and individuals should do their own research before purchasing a product or service.

Boomer Market Advisor is written and edited with one goal in mind: to help you, the agent or advisor, better serve your baby boomer clients. Boomer Market Advisor provides relevant information, sales strategies and real-world case studies in a peer-to-peer format to help you improve your practice and earn more money. From mutual funds to variable annuities, fixed annuities, variable life insurance or long-term care and estate planning, each issue of Boomer Market Advisor offers strategies specifically tailored to advisors serving the boomer generation.

Offer: Free subscription for qualifying advisors. Please click on the link to subscribe. For questions, please call (888) 815-1436.

Scottrade and Boomer Market Advisor are not affiliated and individuals should do their own research before purchasing a product or service.

Financial Advisor, a monthly magazine read by over 70,000 independent advisors, is rated the most widely-read publication for independent reps and RIAs by Tiburon Advisors, AdvisorBenchmarking and Aptura Research Focus on Financial Media. FA offers readers FREE CE Credits and features regular columnists and contributors Nick Murray, Andy Gluck, Russ Prince, Bill Bachrach, Harold Evensky, Deena Katz, Mitch Anthony, Roy Diliberto, Richard Wagner, Rebecca Pomering and others. FA also publishes FAnews, Nick Murray Interactive and the Journal of Indexes, and co-produces the Financial Advisor Symposium, The Retirement Planning Symposium, FAconnection.com investor education Web site, and FinancialAdvisorMatch.com advisor referral service (in conjunction with Discovery Database).

Scottrade and Financial Advisor are not affiliated and individuals should do their own research before purchasing a product or service.

For more than 20 years, Morningstar has developed products and tools for advisors. Morningstar's team of researchers, analysts, and developers have unique insight and access into the investing-related issues that advisors face every day in their practices. Morningstar Advisor is a quarterly magazine that focuses on Morningstar's core strengths: investing insight and processes. A must-read for those advisors who rely on Morningstar at some level in their practice, Morningstar Advisor equips advisors with the independent research, analysis, and tools they need to make the best investment decisions for their clients.

Offer: Potential discounts may apply. Please contact Morningstar for a customized product and quote.

Scottrade and Morningstar are not affiliated and individuals should do their own research before purchasing a product or service.

Registered Rep. is the source for investment professionals. Each monthly issue reaches approximately 115,000 loyal subscribers who control trillions of dollars of assets for more than 30 million investors. These powerful financial advisors are licensed to sell a broad range of investment products and rely on Registered Rep.'s rich portfolio of timely features, articles, departments and columns. Registered Rep. is part of Prism Business Media's Financial Services Group which also includes Trusts & Estates, National Real Estate Investor and Retail Traffic (formerly Shopping Center World).

Scottrade and Registered Rep are not affiliated and individuals should do their own research before purchasing a product or service.

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For over 20 years, Quest CE has built a reputation of being the premier provider of Continuing Education to the financial services industry. We offer continuing education (CE) for professionals holding insurance licenses and professional designations, including the CFP, CPA, CLE, CIMA and CLU/ChFC.

Scottrade and Quest CE are not affiliated and individuals should do their own research before purchasing a product or service.

Make It A Great Day, Inc. has been assisting financial advisors with their marketing needs since 2004. Our AdvisorFlex Website is the industry's premier website platform for today's financial advisor. State-of-the-art Technology, Easy to use Content Management, Integrated Blogs, SEO optimization, iPad/iPhone friendly displays, Social media and video integration, Monthly stats, Add-on functionality and Apps are just some of the industry leading features. You can have us create your unique design or we can convert your creative design into an AdvisorFlex Website. All with the industry's best support.

Offer: Custom Website Development = $2,549 (one time) Scottrade advisors save $250. Hosting = $54/month
Website Development Using Your Design = $2,549 (one time) Scottrade advisors save $250. Hosting = $54/month
Website Templates = $749 (one time) Scottrade advisors save $100. Hosting = $54/month

Scottrade and Make It A Great Day, Inc. are not affiliated and individuals should do their own research before purchasing a product or service.

Mike Byrnes founded Byrnes Consulting to provide consulting services to help advisors become even more successful. His expertise is in business planning, marketing strategy, business development, client service and management effectiveness, along with several other areas. Mike Byrnes is one of the top thought leaders in the industry when it comes to practice management topics and is recognized as the premier social media expert. Visit the "In the News" page to see his extensive list of published articles and videos. Mike Byrnes can conduct speaking engagements, workshops and webinars. He also can run coaching programs and team or 1-on-1 consultations. A simple outcome of most engagements is that Byrnes Consulting helps advisors' businesses grow.

Scottrade and Byrnes Consulting, L.L.C. are not affiliated and individuals should do their own research before purchasing a product or service.

Advisor Designs is a premium web design firm specifically for financial professionals. We know the financial services business and how to utilize web strategies that help boost your online branding. Our proven, hand-coded web development formula allows us to incorporate proper search engine optimization (SEO) techniques that help searchers and search engines (like Google, Yahoo! and MSN) find your site easier. Our web sites include features like personalized Web design consultation, hand-coded and clean HTML, internet marketing strategies specifically for financial advisors, hosting and e-mail, SEC and FINRA compliance e-mail archiver, and advanced technology like financial calculators. Update your own web pages in a snap, without knowing anything about web design.

Offer: Web Site Set-up 20% Annual Service Fee 20%

Scottrade and Advisor Designs/CEP Advantage are not affiliated and individuals should do their own research before purchasing a product or service.

AdvisorPR is the financial services industry premier marketing communications firm whose mission is to "Position Professionals in the Financial Services Industry." AdvisorPR works to enhance the "expert" image of knowledgeable financial service professionals through targeted media placements in local, national or industry media. Through AdvisorPR, clients can gain exposure, credibility and the esteemed title of "financial expert" within their local community. Become part of the news with AdvisorPR. AdvisorPR is a division of Cayane Communications, Inc., an integrated marketing communications firm located in Las Vegas, Nevada. Cayane Communications specializes in conceptualizing, creating and implementing marketing identities and strategies for financial service professionals, and utilizes corporate communications, marketing materials, advertising, public relations, sponsorships and events for message dispersal.

Offer: 10% discount for Advisors who currently have a relationship with Scottrade Advisor Services

Scottrade and AdvisorPR are not affiliated and individuals should do their own research before purchasing a product or service.

Serving more than 1,800 independent financial advisors, API will create your client newsletter, brochure, web site and stationery. API also offers ad agency services, and can help with writing marketing copy for your website or brochure. A PhD industrial psychologist can interview you to help you define your value proposition, positioning and target clients. Staff artists create logos and customize all your marketing vehicles. NASD-reviewed Newsletter articles are written by financial journalists and directed by veteran financial reporter, Andrew Gluck.

Offer: Now you will receive valuable discounts of up to 10% on marketing materials, thanks to a new strategic relationship between Scottrade and Advisor Products Inc.

Scottrade and Advisor Products, Inc. are not affiliated and individuals should do their own research before purchasing a product or service.

RegEd Social Media Archiving and Surveillance is the premier financial services social media solution for archiving, compliance and market intelligence. Through a cloud-based, secure platform – RegEd, powered by Arkovi, enables financial advisors and institutions to engage in social media from any business or personal device while satisfying compliance requirements and leveraging tools for search, reporting and public monitoring features. Start using RegEd Archiving and Surveillance in 3-5 minutes and discover benefits of business development, compliance and marketing all in one platform!

Offer: 10% monthly and annual discount. Individual Enterprise discount pricing: $35 per user per month or $421 per user annually. Trio Enterprise discount pricing: $60 per month for 3 users or $740 annually. Enterprise discount pricing: $89 per month for the first 5 users, then $13.50 per user per month thereafter or $1068 annually for the first 5 users, then $162 per user per year thereafter.

Scottrade and RegEd Social Media Archiving and Surveillance are not affiliated. Scottrade is not responsible for statements, offers, or products issued by RegEd. Please research any product or service carefully before making a purchase.

Newsletter OnDemand from Standard & Poor's Financial Communications is an innovative online tool for creating and distributing professional, personalized electronic newsletters. Choose from an extensive library of FINRA-reviewed articles and market and economic analyses from Standard & Poor's - or upload your own content. Use this tool to send monthly newsletters, respond quickly to market events, follow up on important meetings or events, and more.

Offer: Advisors using the Scottrade Advisor Services platform are eligible for a $360 annual license.

Scottrade and Standard & Poor's are not affiliated and individuals should do their own research before purchasing a product or service.