The Quantum Group, USA, LLC

Knowledge of Social Security claiming, Medicare, annuities and more are key elements of good in-retirement advice. So are insights about lifestyle planning, estate planning, long-term care, tax management and philanthropy. Ultimately, advisors who lack such knowledge may find themselves losing even long-tenured clients to true retirement experts.

Do people still listen to radio? YES! Nearly 70% of daily audio time was spent on radio in Q3, with 9 out of 10 Americans tuning in every day. Check out the full report: https://bit.ly/3YrvsdC 📻✨ If you are interested in hosting your own radio show / podcast, call us at 800.440.1088.

There are some new faces around here! #MeetTheTeamMonday Do you know what unique interest Clayton has? Is it: A) Cooking gourmet meals🍝 B) Learning about cars🚗 C) Hiking every trail in Arizona🗺️ Find out in his bio: https://lnkd.in/grGQK3Hu

Birthday alert! Today, we celebrate not just one, but two amazing members of our Quantum team! Both Pel Abbott and Chase Koester bring a wealth of knowledge and experience that truly enriches our work environment. Enjoy your special day!💃🕺🎊 https://lnkd.in/ehQG8Q8Q https://lnkd.in/efGyXMWu

The creative marketing team had a spooktacular time in their cooking class yesterday, all while sporting Halloween costumes! 👨🍳🎃👩🍳 They stirred up great ideas and even better memories! #teambuilding

Getting a head start on our trick or treating!🎃🍬 Huge thanks to our office manager, Karan Holtz, for these Halloween goodies. We’re loving the spooky vibes in the office!👻

At Quantum, we’re always seeking out more ways we can help our financial advisor partners grow their practices, garner more success, and achieve a higher level of satisfaction with their chosen career path. Most of our value-adds are complimentary—some of them have a cost attached. In all cases, we do our best to vet the programs we provide access to before we offer them to you. Here are six things we offer to our advisor partners that you might not know about:

🎉Happy Birthday, Tasia Custode!🎉 Your incredible talent in video production has truly elevated our team. Enjoy your special day!🎂

At Quantum, we believe client appreciation events are critical to a successful advisor’s thriving financial advisory practice. They embody the essence of your commitment to fostering genuine relationships and expressing gratitude to your valued clients. So, whether you’re mingling at a client dinner, competing in a trivia night, or savoring fine wines at a tasting event, let the core sentiment shine through – your clients mean the world to you, and you’re here to ensure their financial success. Call us to discuss your client events! 800.440.1088.

Happy Birthday, Geoff Warren! We hope you spend your day enjoying a perfect round of golf and a delicious meal with family. Cheers to you!🎉🏌️♂️🍽️ https://lnkd.in/gW8-eNAA