Marketing Strategy

AZELLA Continues Strategic Partnership with Gladstone

Strategic Partnership
On January 26, AZELLA announced that it would continue its strategic partnership with Gladstone Wealth Partners. Azella is a digital marketing platform and service solution for financial services firms and investment advisors. It formed a partnership with Gladstone, a financial services firm and SEC Registered Investment Advisor, in 2021. They plan to enhance and expand their partnership in 2022.

Azella helps independent financial advisors quickly – and powerfully – brand and market their firms with innovative, effective design and hyper-relevant content so that they can easily connect with clients who need professional financial planning and investment management services. This enhanced strategic partnership will help Azella reach its ultimate goal of serving more than 10,000 advisors. My vision and mission for the business is to help families and individuals with financial literacy, and I'm doing that through empowering advisors. We're creating a tool that streamlines an entire industry, and I'm excited to see the impact.”

David Roberson Azella CEO and Founder 

"Gladstone and Azella agree that independent financial advisors make a big difference in the lives of their clients. Our affinity agreement is based on helping these firms do the most impactful work in the financial services industry. We are especially happy to become involved early on in the process as transitioning advisors and break-away teams consider their options in the independent financial advisor realm," he added. 

"It's been a pleasure working with David as he develops his team and begins to scale his product and offerings to better serve our advisors," said Kristopher Bonocore, President of Gladstone Wealth Partners. "Azella has done a wonderful job of supporting our organization by providing integral marketing and branding services to advisors in transition."
Azella was founded in July 2022 and works to solve the challenges that financial advisors operating during the pandemic face. Azella’s automated communications and scheduling solutions help them effectively converse with their clients while working remotely.

Gladstone Wealth Partners was founded in 2013 to help financial advisors reach their true potential when going independent. It provides tools like full-time compliance support, transition assistance, marketing assistance, human resources support, and administrative assistance to advisors to independently do business.

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Spotlight

Sage’s X3 solution is designed to simplify the enterprise business management processes of companies across myriad industries, and the following guide outlines this system’s modules, capabilities, and how they can benefit organizations in a digitized world. Read on to learn more about Sage X3’s capabilities and how it can stream

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