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pdf Excella Launches AdvisorPower Business Building Toolkits

Tools for Asset Management Firms and Brokerage Firms to Grow Their Business with Financial Advisors

BOSTON, September 14, 2009 — Excella today announced the official launch of AdvisorPower Business Building ToolkitsSM, a series of actionable educational guides and workbooks designed to empower financial advisors with institutional-quality expertise and help them grow and manage a thriving practice. The toolkits are available for institutions who offer investment products and services to financial advisors to deliver as a value-added offering to their top prospects and existing advisor clients.  

pdf Excella Launches AdvisorPower Custom Growth Plans

Marketing Solutions for Multi-Family Offices, Independent Investment Advisors, and Independent Financial Planners

BOSTON, January 16, 2009 — Excella today announced the official launch of AdvisorPower Custom Growth PlansSM, a consultative marketing program that has one mission in mind: to provide multi-family offices, independent investment advisors, and independent financial planners with institutional-quality strategic expertise that is customized to provide breakthrough growth.