POM | Advisor Gateway Pro

Spend Your Time Doing What You Love

Take More Trips With Friends and Family

Introducing the Advisor Gateway Pro^™

Peace of Mind Wealth Management is proud to announce the exclusive release of our proprietary resource portal, developed to provide Financial Professionals like yourself, with everything you need to grow your business, service your clients, and make your day to day operations more effective and efficient.

How would you like to spend more time doing the things you enjoy, like… playing more golf, taking unlimited vacations, checking off your bucket list, and spending time with your loved ones, making lasting memories.

We have made that all possible for you.

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Advisor Gateway Pro^™ Features and Integrations

Access all of your client forms including Folio, TD Ameritrade, and Peace of Mind New Client. As well as your Virtual Assistant and Training Videos.

Quarterly Compliance Documents, Annual Compliance Documents, Reference Documents, News and Reminders.

Introducing our member company EliteAMG – focused on providing exclusive brand development and unique marketing strategies to help develop and grow your practice.

Direct links to technology partners like Folio Institutional, TD Ameritrade, Smart Office, and Money Guide Pro.

OnPointe is the industry’s best point of sale tool as well as a tool advisors can use to drip high quality educational/motivational content on clients.

One of the most compelling aspects of Peace of Mind Wealth Management is our ability to offers an unparalleled Case Design Team helping Advisors cater to affluent clients and truly fulfill their fiduciary duty of comprehensive planning.

ACADS – Affluent Client Acquisition Development System, is comprised of two proven programs, BusinessXpro™ and NRI MAX®, and is focused on attracting and retaining the right clients!

POM WM embraces the use of FIAs, IULs, etc. as suitable tools to use with clients. To help advisors offer the best/most suitable fixed products, we have partnered with AdvisorShare.

Welcome to Your Premier Institutional Investment Manager – A Smarter Way To Invest. Included are Model Tear Sheets, Allocations, 401K Models, and Industry News.