EVOLUTION FINANCIAL ADVISORS

Class [035]
Advertising, Business & Retail Services

Business support services to independent financial professionals, namely, business counseling, back-office support, namely, office administrative services and providing office functions, business efficiency expert services and business networking with similar businesses; Business development services for independent financial professionals, namely, strategic partner development, provision of back-office and management services being office administration, provision of compliance tracking and management services for business purposes; Back-office services for independent financial professionals, namely, business administration consulting, documentation reproduction, business records management, consulting and customer analytics, namely, market analysis, process analytics in the nature of the development and the implementation of strategy plans and management projects; Business consulting services for independent financial professionals, namely, business management and operation assistance to independent financial professionals in the fields of technology set up and maintenance, branding and marketing, administrative and operational services; Business organization and operation consultancy for independent financial professionals, namely, office administration and support staff services, compensation review services, and consultation services; Providing technical aid and assistance to independent financial professionals in the operations of their businesses; Providing office support staff services for independent financial professionals and fee-based financial planning programs; Business administration and management, namely, administration of insurance licensing for states and security registration broker-dealer firms representatives and advisors; Providing corporate services to independent financial professionals, namely, administering a program for enabling participants in the nature of independent financial advisors to obtain discount savings on third-party goods and services; Providing corporate services to independent financial professionals, namely, providing business advisory information and distribution of business advisory materials in connection therewith; Outsourcing services in the field of customer support and analysis in the nature of customer services, telemarketing and computer technical support for independent financial professionals; Outsourcing services for providing customer services in the financial industry, namely, technical support, call center support and back-end processing for independent financial professionals; Providing sales consultation services to external third-party licensed broker dealer representatives and independent financial professionals, namely, providing business development services in the form of lead generation and marketing consultation for the sale of financial planning services and sale of insurance and investment products; On-line comprehensive professional networking services provided to independent financial professionals; Providing marketing support to independent financial professionals in the nature of providing marketing information and distribution of marketing materials in connection therewith Direct marketing and telemarketing services for independent financial professionals and other entities providing similar services, namely, providing mailing lists, promotional materials; Support services for independent financial professionals, namely, providing business optimization support for others via identifying workflow and business process efficiencies, identifying business growth opportunities and identifying business operations and staffing optimization models