The only technology-enabled IMO, Signal Advisors is now the fastest-growing IMO, too. “It’s becoming the operating system for my insurance business,” says Bob Smith, founder of RCS Wealth. “Having everything in one place has been a game-changer. My firm is way more efficient and the platform is simple to use.”
As a life insurance producer for more than 30 years, Chuck Scrafano was accustomed to getting invited to all sorts of unique events. But, something about a gift box invitation he received in June of 2021 caught his eye. It was an invite from Signal Advisors to attend the Rocket Mortgage Classic PGA Tournament.
In the heart of the Motor City — a town not known as a hotbed for insurance innovation — a young company called Signal Advisors is hard at work. Patrick Kelly, 31, now the co-founder and CEO of Signal Advisors, started his career as a financial advisor. In just a few short years, Signal Advisors has managed to raise tens of millions of dollars from some of the nation’s most successful entrepreneurs and investors. So what is the secret to Signal’s success?
It’s no surprise that the No. 1 reason advisors lose clients is lack of communication. So why aren’t more advisors meeting annually with their clients? That’s a problem Signal Advisors, a new tech-focused IMO, set out to uncover and solve.