|Are you wondering how now to best use your licensed and non-licensed platform and retail branch teams to generate revenue in light of the DOL limbo? Help is here.|
EPIC Platforms Receives Second Wealth & Money Management Award
Wealth & Finance International Magazine awards EPIC Platforms their 2015 Award for Innovation in Financial Advisor Productivity after 2014's LBE Support Program Consultancy of the Year - USA Award.
Inspire. Empower. Appreciate.
These are the ingredients for success in any sales culture. A firm's ability to apply the appropriate amounts in a coherent strategy is paramount to building the bridge to maximum return on investment.
BISRA selected EPIC Platforms to co-facilitate Platform Summit
When the Bank Insurance & Securities Research Associates (BISRA) were looking for a Platform Program subject matter expert, they selected EPIC Platforms.
New regulations combined with the headwinds in lending have banks and credit unions of all sizes scrambling for revenue.
LPL Financial Partners with EPIC Platforms
EPIC Platforms is pleased to announce a partnership with LPL Financial. The combination brings together two firms with synergistic service offerings and similar philosophies - practical strategists who work alongside their clients to get the job done.
LPL Financial to Bolster Licensed Branch Employee Platform
LPL announces the introduction of a comprehensive support program for licensed branch employees in a partnership with EPIC Platforms. From Bank Investment Consultant
Who We Are
EPIC Platforms is a unique investment sales consulting firm helping banks, credit unions and their financial advisors generate industry leading revenue figures. With tested and proven expertise and a practical approach, we work together with our clients to deliver remarkable results.
The Sales Process Profits
Do you ever wonder why some producers seem to consistently perform month after month, year after year? They likely stick to a proven process.
Sign Me Up
Receive the latest publications from EPIC right into your Inbox.
Copyright 2011-2017 EPIC Platforms All rights reserved.