"We were systematically rethinking the whole insurance distribution business, and we built technology behind each step in an advisor’s workflow to ensure an intuitive, efficient, end-to-end platform." - Patrick Kelly, Signal Advisors

"An advisor can begin walking the path toward being “nextgen” simply by taking small steps like adding efficiency through technology and leveraging digital communications." - Jon Robinson, Blueprint Investment Partners

"Our behavioral approach works because we exploit the mistakes made by other investors - Fred Stanske, Fuller&Thaler