

MARKETING AND SALES SUPPORT




PROVEN MARKETING TECHNIQUES

RELATIONSHIP MANAGEMENT

COACHING

SALES IDEAS

PRODUCT QUESTIONS

SUPPLY REQUESTS

ILLUSTRATIONS & CASE DESIGN SUPPORT

MARKETING AND BUSINESS PLANNING
OPERATIONS TEAM




NEW BUSINESS APPLICATION & UPDATES

ORION ADVISOR TECHNOLOGY

ONBOARDING & AFFILIATION
ONBOARDING UPDATES

TECHNOLOGY TROUBLE SHOOTING
COMPLIANCE TEAM

Chief Compliance Officer compliance@gradientadvisors.com

Senior Compliance Officer compliance@gradientadvisors.com

Compliance Officer compliance@gradientadvisors.com

EDUCATION & TRAINING

REGULATORY CHANGES

AUDITS & SUPERVISION OF INVESTMENT ACTIVITIES

POLICIES & PROCEDURES


4105 Lexington Avenue N
Arden Hills, MN 55126
888.885.0508
info@gradientadvisors.com
Gradient Advisors, LLC is a member of the Gradient Financial Group, which offers and provides a wide array of resources and support to financial services professionals. Gradient Financial Group, LLC provides services to the Member firms comprising the Gradient Financial Group, but it does not directly or indirectly control the management, policies, or business operations of any of the Member firms, which are each separate, distinct, and independent entities.
Gradient Advisors, LLC is an SEC registered investment advisor. Investment advisory services offered through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), a SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice.
For financial services professionals use only – not intended for public use.