Home > News > featured news > AIM and Advisors Excel Announce Strategic Partnership

MARKETING STRATEGY

AIM and Advisors Excel Announce Strategic Partnership

Advisors Internet Marketing | January 17, 2022

Strategic Partnership
Advisors Internet Marketing, the first fully digital-based financial marketing organization, specializing in helping independent financial advisors grow highly profitable location-independent businesses, entered into a strategic relationship with Advisors Excel. Advisors Excel is an industry leader that has redefined the role of a marketing organization in supporting independent financial advisors.

AIM is the first to provide digital client acquisition services in the industry with just an internet connection and a cell phone. This effectively enables advisors to operate "virtual" businesses. AIM helps advisors bypass all traditional client acquisition methods, which eliminates their need to have a brick-and-mortar office, large staff, or any kind of in-person meeting with clients and prospects.

The pandemic has forever changed the way advisors attract, serve, and retain clients, and our industry will never be the same."

Jovan Will, Co-Founder of AIM

AIM's comprehensively integrated value offering ensures that advisors aren't burdened with the typically time-consuming and outdated traditional marketing efforts. Some of their features include:

Done-for-you digital marketing – A feature that generates qualified annuity leads and scheduled appointments, 100% turnkey and entirely automated by leveraging Artificial Intelligence (AI) and other advanced predictive targeting.

Virtual client acquisition training – This feature is curated to effectively enable advisors to close new business while also delivering massive value to clients without having the need for in-person meetings.

Advanced annuity strategy – Focuses on ensuring that advisors gain an edge over their competition. This is done by providing the advisors with insider access to income planning and case design strategies. 

Best-in-business annuity contracting – Provides advisors access to the best-in-class annuity contracts that range across top-rated carriers and proprietary product offers which otherwise unavailable to most advisors.

Advisors Excel Co-Founder, Cody Foster shared, "We chose to support AIM because they have a similar business philosophy and value system as Advisors Excel. Like us, they do everything they can to help grow their independent financial advisor's business and take it to the next level."

With this partnership, AIM will efficiently continue to redefine the rules of success for the modern  independent advisor.

Spotlight

From Office to WFH: What B2B Needs to Know About CTV Measurement

The marketing mix has shifted: TV screens are no longer solely a brand awareness play with limited access to data that makes it virtually off-limits to B2B brands. Connected TV (CTV) has enabled marketers like you to reach their target audiences with precision targeting and real-time measurement. In this white paper, you’ll disc

More featured news

Spotlight

From Office to WFH: What B2B Needs to Know About CTV Measurement

The marketing mix has shifted: TV screens are no longer solely a brand awareness play with limited access to data that makes it virtually off-limits to B2B brands. Connected TV (CTV) has enabled marketers like you to reach their target audiences with precision targeting and real-time measurement. In this white paper, you’ll disc

Related News

MARTECH

ZINFI Releases Complimentary Best Practices Guidebook on New Strategies for Channel Management

PR Newswire | May 05, 2023

ZINFI Technologies, Inc., a company leading the definition and creation of Unified Channel Management (UCM) solutions, today announced that its latest best practices guidebook—New Strategies for Channel Management—is now available as a complimentary downloadable eBook. The guidebook is aimed at organizations that are interested in bringing a new approach to channel management strategy in the context of increasingly important, rapidly changing partner ecosystems. New Strategies for Channel Management: Best Practices Guidebook is designed to provide organizations of all kinds and sizes a solid overview of channel management and the increasingly important role that partner ecosystems play in the buyer's journey. Chapters include "What Is Channel Management," "The Six C's of Channel Management: How to Drive Growth," "What Is Channel Management Software," "New Channel Management Strategies for Collaborating with Partner Ecosystems," "Channel Management Best Practices for Transacting Partners: Collaboration, Data Sharing, and Mobility," and "What AI means for Channel Management Software — Is It Hype or Reality?" The guidebook also provides a detailed definition of Unified Channel Management (UCM) and includes a comprehensive overview of channel management modules, including affiliate marketing management (AMM), partner relationship management (PRM), partner marketing management (PMM) and partner incentives management (PIM). "More than three-quarters of worldwide commerce now flows through partner ecosystems, and organizations of every size and in every industry are having to adjust their channel management strategies to address the growing complexity of relationships with their partner base," said Sugata Sanyal, CEO and founder of ZINFI Technologies. "In recognition of this new reality, ZINFI is offering this free guidebook to help companies understand new dynamics like the importance of hyper-personalization and collaboration in partner relationships and the crucial role that artificial intelligence is likely to play in channel automation. It's an exciting time to be active in the channel, but businesses need guidance in the midst of all this change, and we've created the guidebook to give them direction as they plan for the coming months and years." The Guidebook can be downloadedhere: https://www.zinfi.com/guidebooks/channel-management-strategies/. ZINIFI has consistently been named a PRM "leader" by G2, the world's leading business solutions review website. ZINFI has earned this distinction over multiple consecutive quarters dating back to 2019, most recently in G2's Spring 2023 G2 Grid® Report for Partner Management Software. G2 scores are based on the responses of real, verified users and data aggregated from online sources and social networks. To access more information about ZINFI's Partner Relationship Management platform or to download a copy of ZINFI's best practices guide on Partner Relationship Management, please visit our website at www.zinfi.com. You can also follow ZINFI Technologies on LinkedIn and at the ZINFI Channel Marketing Best Practices blog. ZINFI offers its potential customers a 30-day free trial (no credit card required) providing access to its entire Unified Channel Marketing (UCM) automation platform. This will allow any prospective buyers to test-drive its industry-leading channel management applications before making a purchase decision. About ZINFI Technologies ZINFI Technologies, Inc., the leader in Unified Channel Management (UCM) innovation, enables vendors and their channel partners to seamlessly collaborate in a virtual environment to achieve profitable growth on a global SaaS platform. Headquartered in Silicon Valley, USA, we at ZINFI see an immense opportunity to build high-performing sales channels by deploying a powerful virtual collaboration platform that has been rated #1 by leading analyst firms for simple to complex enterprise channels. ZINFI's state-of-the-art SaaS Unified Channel Management (UCM) automation platform allows brands and their global partner networks to work together remotely throughout the entire partner lifecycle via three core state-of-the-art SaaS applications—partner relationship management, partner marketing management and partner sales management. ZINFI's UCM is super easy to use and affordably priced, and it comes with a complete set of do-it-yourself tools in multiple languages.

Read More

MARTECH

Trustifi’s Channel Program Wins 5-Star Rating in CRN Magazine’s 2023 Partner Program Guide

Accesswire | April 03, 2023

Trustifi, a premier provider of SaaS-based email data security solutions, announced today that its channel program for IT solution providers and managed services providers (MSPs) has been named a "Five-Star" offering in CRN magazine's 2023 Partner Program Guide. Each year, the CRN editorial team spotlights a select group of technology providers who have created unique and effective offerings for channel partners, honoring an elite group of programs with a "Five-Star" designation. This rating is based on the value and strategic benefits these offerings deliver to MSPs, VARs (value-added resellers), systems integrators and managed security services providers (MSSPs), helping these companies to realize greater margins and succeed. Trustifi offers a full suite of next-generation email data protection, account compromise detection and encryption solutions to regional small businesses, mid-size enterprises, healthcare organizations, educational campuses, retailers and financial companies. The solutions encompass both outbound and inbound protection against cyber security crimes. They incorporate powerful AI-driven tools that interpret the text of inbound messages to detect sophisticated imposter phishing and "social engineering" attacks that traditional SEG-based (security email gateway) filtering solutions can't decipher. Advanced phishing schemes are on the rise due to the advent of text generating platforms like ChatGPT, making it far easier for malicious actors to build effective malware and mount convincing phishing and brand imposter attacks. It is now nearly impossible for cyber security solutions to combat these threats without these best-of-breed AI tools. The annual CRN Partner Program Guide offers vital information to help channel partners decide which vendor services best suit their individual business models-and which vendors are dedicated to the most channel-friendly policies. According to a statement from CRN, companies that receive the 5-star rating "go above and beyond in their commitment to nurturing strong, profitable, successful channel partnerships," and whose programs incorporate "strong elements such as financial incentives, sales and marketing assistance, training and certification, technical support," among other elements. These offerings can set a technology vendor apart, allowing them to greatly contribute to a partners' long-term growth and market performance. Trustifi's CRN 5-Star PPG listing can be found here. "Trustifi has always maintained a vital presence in the channel, offering superior encryption, antimalware, automated compliance and data loss protection solutions. Our products allow MSPs and MSSPs to provide a more compelling and cost-effective offering to their end-customers, at higher margins, and with more sophisticated AI-powered tools than many of the most entrenched solutions the marketplace can deliver," said Rom Hendler, CEO and co-founder at Trustifi. "We're honored that CRN has recognized the worth of these specialized cyber security solutions, while acknowledging how deeply our company supports its channel partners. We provide the tools, training, and support to ensure they can profitably take these solutions to market, while enhancing their end-users' security stack in the process." To that end, Trustifi recently launched its MSSP Dashboard platform, which allows MSPs and MSSPs to easily manage a plethora of Trustifi software licenses across multiple accounts at once. This feature facilitates straightforward, simple management in multi-tenant environments, allowing MSPs to quickly and seamlessly replicate or customize service offerings from one end-customer and apply them to another with just a few clicks, through a single, seamless interface. This consolidated dashboard dramatically streamlines management of multiple Trustifi licenses, saving considerable time and labor for channel partners who work with numerous end-customers, many of which involve hundreds of seats and licenses at a time. Its drag-and-drop capabilities allow MSPs to change or add elements such as encryption, one-click compliance or smart indexing from one customer plan to another seamlessly, and to recreate customer data loss protection and email filtering rules across various clients. MSPs can visit here to get full information on the Trustifi MSSP Dashboard. "In today's world, the need for innovation is greater than ever," said Blaine Raddon, CEO of The Channel Company. "Solution providers seek vendors that can keep pace with their developing business and evolving client needs. CRN's 2023 Partner Program Guide delivers deep insight into the strengths of each program, spotlighting the vendors dedicated to supporting their partner community and pushing positive change throughout the IT channel." Trustifi was recognized in the 2023 Gartner Market Guide for Email Security for its Outbound Shield, Inbound Shield and Account Compromise Detection solution. Trustifi's solutions have been acknowledged by awards and additional media features from prestigious sources such as Expert Insights, Channel Visions magazine, Source Forge, the American Business Association and the Golden Bridge Awards. About Trustifi Trustifi is a cybersecurity firm featuring solutions delivered on a software-as-a-service platform. Trustifi leads the market with the easiest-to-use and deploy email security products providing both inbound and outbound email security from a single vendor. The most valuable asset to any organization, other than its employees, is the data contained in its email, and Trustifi's key objective is keeping clients' data, reputations, and brands safe from all threats related to email. With Trustifi's Inbound Shield, Data Loss Prevention, and Email Encryption, clients are always one step ahead of attackers. www.trustifi.com About The Channel Company The Channel Company enables breakthrough IT channel performance with our dominant media, engaging events, expert consulting and education, and innovative marketing services and platforms. As the channel catalyst, we connect and empower technology suppliers, solution providers and end users. Backed by nearly 40 years of unequalled channel experience, we draw from our deep knowledge to envision innovative new solutions for ever-evolving challenges in the technology marketplace. www.thechannelcompany.com

Read More

CHANNEL PARTNERSHIPS

Connection Honored at HP Partner Conference

Business Wire | May 15, 2023

Connection (PC Connection, Inc.; NASDAQ: CNXN), a leading information technology solutions provider to business, government, healthcare, and education markets, is pleased to announce that the company has been named HP U.S. Print Hardware National Solution Provider (NSP) Partner of the Year at the HP AMPLIFY partner conference. Connection Enterprise Solutions was selected for the award based on performance, innovation, and strategic growth. Tim McGrath, President and CEO of Connection said, “Our customers look to Connection for strategies to be more innovative, efficient, and productive across every level of their organizations. It’s an honor to be recognized for our ability to deliver on that promise with industry-leading print solutions and services. Thank you to HP for this award—and for their continued support as we guide customers toward greater savings, efficiencies, and performance.” Scott Lannum, Vice President and General Manager, North America Commercial Channel Sales at HP Inc. said, "Channel partners are the lifeblood of our business, and it's a pleasure to recognize the achievements of this year's partner award winners, each of whom have demonstrated strategic growth through innovation and a true commitment to our mutual customers. We congratulate Connection on this well-deserved recognition, and thank them for their continued partnership with HP." About Connection PC Connection, Inc. and its subsidiaries, dba Connection, (www.connection.com; NASDAQ: CNXN) is a Fortune 1000 company headquartered in Merrimack, NH. With offices throughout the United States, Connection delivers custom-configured computer systems overnight from its ISO 9001:2015 certified technical configuration lab at its distribution center in Wilmington, OH. In addition, the Company has over 2,500 technical certifications to ensure that it can solve the most complex issues of its customers. Connection also services international customers through its GlobalServe subsidiary, a global IT procurement and service management company. Investors and media can find more information about Connection at http://ir.connection.com. Connection–Business Solutions (800.800.5555) is a rapid-response provider of IT products and services serving primarily the small-and medium-sized business sector. It offers more than 460,000 brand-name products through its staff of technically trained sales account managers, publications, and its website at www.connection.com.

Read More

MARTECH

ZINFI Releases Complimentary Best Practices Guidebook on New Strategies for Channel Management

PR Newswire | May 05, 2023

ZINFI Technologies, Inc., a company leading the definition and creation of Unified Channel Management (UCM) solutions, today announced that its latest best practices guidebook—New Strategies for Channel Management—is now available as a complimentary downloadable eBook. The guidebook is aimed at organizations that are interested in bringing a new approach to channel management strategy in the context of increasingly important, rapidly changing partner ecosystems. New Strategies for Channel Management: Best Practices Guidebook is designed to provide organizations of all kinds and sizes a solid overview of channel management and the increasingly important role that partner ecosystems play in the buyer's journey. Chapters include "What Is Channel Management," "The Six C's of Channel Management: How to Drive Growth," "What Is Channel Management Software," "New Channel Management Strategies for Collaborating with Partner Ecosystems," "Channel Management Best Practices for Transacting Partners: Collaboration, Data Sharing, and Mobility," and "What AI means for Channel Management Software — Is It Hype or Reality?" The guidebook also provides a detailed definition of Unified Channel Management (UCM) and includes a comprehensive overview of channel management modules, including affiliate marketing management (AMM), partner relationship management (PRM), partner marketing management (PMM) and partner incentives management (PIM). "More than three-quarters of worldwide commerce now flows through partner ecosystems, and organizations of every size and in every industry are having to adjust their channel management strategies to address the growing complexity of relationships with their partner base," said Sugata Sanyal, CEO and founder of ZINFI Technologies. "In recognition of this new reality, ZINFI is offering this free guidebook to help companies understand new dynamics like the importance of hyper-personalization and collaboration in partner relationships and the crucial role that artificial intelligence is likely to play in channel automation. It's an exciting time to be active in the channel, but businesses need guidance in the midst of all this change, and we've created the guidebook to give them direction as they plan for the coming months and years." The Guidebook can be downloadedhere: https://www.zinfi.com/guidebooks/channel-management-strategies/. ZINIFI has consistently been named a PRM "leader" by G2, the world's leading business solutions review website. ZINFI has earned this distinction over multiple consecutive quarters dating back to 2019, most recently in G2's Spring 2023 G2 Grid® Report for Partner Management Software. G2 scores are based on the responses of real, verified users and data aggregated from online sources and social networks. To access more information about ZINFI's Partner Relationship Management platform or to download a copy of ZINFI's best practices guide on Partner Relationship Management, please visit our website at www.zinfi.com. You can also follow ZINFI Technologies on LinkedIn and at the ZINFI Channel Marketing Best Practices blog. ZINFI offers its potential customers a 30-day free trial (no credit card required) providing access to its entire Unified Channel Marketing (UCM) automation platform. This will allow any prospective buyers to test-drive its industry-leading channel management applications before making a purchase decision. About ZINFI Technologies ZINFI Technologies, Inc., the leader in Unified Channel Management (UCM) innovation, enables vendors and their channel partners to seamlessly collaborate in a virtual environment to achieve profitable growth on a global SaaS platform. Headquartered in Silicon Valley, USA, we at ZINFI see an immense opportunity to build high-performing sales channels by deploying a powerful virtual collaboration platform that has been rated #1 by leading analyst firms for simple to complex enterprise channels. ZINFI's state-of-the-art SaaS Unified Channel Management (UCM) automation platform allows brands and their global partner networks to work together remotely throughout the entire partner lifecycle via three core state-of-the-art SaaS applications—partner relationship management, partner marketing management and partner sales management. ZINFI's UCM is super easy to use and affordably priced, and it comes with a complete set of do-it-yourself tools in multiple languages.

Read More

MARTECH

Trustifi’s Channel Program Wins 5-Star Rating in CRN Magazine’s 2023 Partner Program Guide

Accesswire | April 03, 2023

Trustifi, a premier provider of SaaS-based email data security solutions, announced today that its channel program for IT solution providers and managed services providers (MSPs) has been named a "Five-Star" offering in CRN magazine's 2023 Partner Program Guide. Each year, the CRN editorial team spotlights a select group of technology providers who have created unique and effective offerings for channel partners, honoring an elite group of programs with a "Five-Star" designation. This rating is based on the value and strategic benefits these offerings deliver to MSPs, VARs (value-added resellers), systems integrators and managed security services providers (MSSPs), helping these companies to realize greater margins and succeed. Trustifi offers a full suite of next-generation email data protection, account compromise detection and encryption solutions to regional small businesses, mid-size enterprises, healthcare organizations, educational campuses, retailers and financial companies. The solutions encompass both outbound and inbound protection against cyber security crimes. They incorporate powerful AI-driven tools that interpret the text of inbound messages to detect sophisticated imposter phishing and "social engineering" attacks that traditional SEG-based (security email gateway) filtering solutions can't decipher. Advanced phishing schemes are on the rise due to the advent of text generating platforms like ChatGPT, making it far easier for malicious actors to build effective malware and mount convincing phishing and brand imposter attacks. It is now nearly impossible for cyber security solutions to combat these threats without these best-of-breed AI tools. The annual CRN Partner Program Guide offers vital information to help channel partners decide which vendor services best suit their individual business models-and which vendors are dedicated to the most channel-friendly policies. According to a statement from CRN, companies that receive the 5-star rating "go above and beyond in their commitment to nurturing strong, profitable, successful channel partnerships," and whose programs incorporate "strong elements such as financial incentives, sales and marketing assistance, training and certification, technical support," among other elements. These offerings can set a technology vendor apart, allowing them to greatly contribute to a partners' long-term growth and market performance. Trustifi's CRN 5-Star PPG listing can be found here. "Trustifi has always maintained a vital presence in the channel, offering superior encryption, antimalware, automated compliance and data loss protection solutions. Our products allow MSPs and MSSPs to provide a more compelling and cost-effective offering to their end-customers, at higher margins, and with more sophisticated AI-powered tools than many of the most entrenched solutions the marketplace can deliver," said Rom Hendler, CEO and co-founder at Trustifi. "We're honored that CRN has recognized the worth of these specialized cyber security solutions, while acknowledging how deeply our company supports its channel partners. We provide the tools, training, and support to ensure they can profitably take these solutions to market, while enhancing their end-users' security stack in the process." To that end, Trustifi recently launched its MSSP Dashboard platform, which allows MSPs and MSSPs to easily manage a plethora of Trustifi software licenses across multiple accounts at once. This feature facilitates straightforward, simple management in multi-tenant environments, allowing MSPs to quickly and seamlessly replicate or customize service offerings from one end-customer and apply them to another with just a few clicks, through a single, seamless interface. This consolidated dashboard dramatically streamlines management of multiple Trustifi licenses, saving considerable time and labor for channel partners who work with numerous end-customers, many of which involve hundreds of seats and licenses at a time. Its drag-and-drop capabilities allow MSPs to change or add elements such as encryption, one-click compliance or smart indexing from one customer plan to another seamlessly, and to recreate customer data loss protection and email filtering rules across various clients. MSPs can visit here to get full information on the Trustifi MSSP Dashboard. "In today's world, the need for innovation is greater than ever," said Blaine Raddon, CEO of The Channel Company. "Solution providers seek vendors that can keep pace with their developing business and evolving client needs. CRN's 2023 Partner Program Guide delivers deep insight into the strengths of each program, spotlighting the vendors dedicated to supporting their partner community and pushing positive change throughout the IT channel." Trustifi was recognized in the 2023 Gartner Market Guide for Email Security for its Outbound Shield, Inbound Shield and Account Compromise Detection solution. Trustifi's solutions have been acknowledged by awards and additional media features from prestigious sources such as Expert Insights, Channel Visions magazine, Source Forge, the American Business Association and the Golden Bridge Awards. About Trustifi Trustifi is a cybersecurity firm featuring solutions delivered on a software-as-a-service platform. Trustifi leads the market with the easiest-to-use and deploy email security products providing both inbound and outbound email security from a single vendor. The most valuable asset to any organization, other than its employees, is the data contained in its email, and Trustifi's key objective is keeping clients' data, reputations, and brands safe from all threats related to email. With Trustifi's Inbound Shield, Data Loss Prevention, and Email Encryption, clients are always one step ahead of attackers. www.trustifi.com About The Channel Company The Channel Company enables breakthrough IT channel performance with our dominant media, engaging events, expert consulting and education, and innovative marketing services and platforms. As the channel catalyst, we connect and empower technology suppliers, solution providers and end users. Backed by nearly 40 years of unequalled channel experience, we draw from our deep knowledge to envision innovative new solutions for ever-evolving challenges in the technology marketplace. www.thechannelcompany.com

Read More

CHANNEL PARTNERSHIPS

Connection Honored at HP Partner Conference

Business Wire | May 15, 2023

Connection (PC Connection, Inc.; NASDAQ: CNXN), a leading information technology solutions provider to business, government, healthcare, and education markets, is pleased to announce that the company has been named HP U.S. Print Hardware National Solution Provider (NSP) Partner of the Year at the HP AMPLIFY partner conference. Connection Enterprise Solutions was selected for the award based on performance, innovation, and strategic growth. Tim McGrath, President and CEO of Connection said, “Our customers look to Connection for strategies to be more innovative, efficient, and productive across every level of their organizations. It’s an honor to be recognized for our ability to deliver on that promise with industry-leading print solutions and services. Thank you to HP for this award—and for their continued support as we guide customers toward greater savings, efficiencies, and performance.” Scott Lannum, Vice President and General Manager, North America Commercial Channel Sales at HP Inc. said, "Channel partners are the lifeblood of our business, and it's a pleasure to recognize the achievements of this year's partner award winners, each of whom have demonstrated strategic growth through innovation and a true commitment to our mutual customers. We congratulate Connection on this well-deserved recognition, and thank them for their continued partnership with HP." About Connection PC Connection, Inc. and its subsidiaries, dba Connection, (www.connection.com; NASDAQ: CNXN) is a Fortune 1000 company headquartered in Merrimack, NH. With offices throughout the United States, Connection delivers custom-configured computer systems overnight from its ISO 9001:2015 certified technical configuration lab at its distribution center in Wilmington, OH. In addition, the Company has over 2,500 technical certifications to ensure that it can solve the most complex issues of its customers. Connection also services international customers through its GlobalServe subsidiary, a global IT procurement and service management company. Investors and media can find more information about Connection at http://ir.connection.com. Connection–Business Solutions (800.800.5555) is a rapid-response provider of IT products and services serving primarily the small-and medium-sized business sector. It offers more than 460,000 brand-name products through its staff of technically trained sales account managers, publications, and its website at www.connection.com.

Read More

More featured news