The Quantum Group

09/24/2026

Last week, the Quantum team spent four inspiring days at FUTURE PROOF in Huntington Beach, California, networking, learning, and exchanging ideas with thousands of professionals across our industry in wealth management, asset management, fintech, and financial services. 💥🙌 Here are a few pics from the event!

09/23/2026

Happy birthday to Kari Osep!
Enjoy the Kehlani concert in San Diego! 🤟🙌
https://thequantum.com/kari-osep/

09/18/2026

Advisors often invest heavily in marketing, seminars, digital campaigns, and referrals, but when it comes to the question, “what’s actually working?” the answer isn’t always clear. That’s why Quantum decided to offer “Track That Advisor,” a platform focused on helping advisors truly understand their marketing ROI (return on investment). Even more compellingly, the platform can help advisors uncover the business they didn’t even realize they were losing! Watch the video here to learn more: https://www.youtube.com/watch?v=dxXS4ySLLNg

09/15/2026

Creating content is mandatory in today’s digital world. That’s why we are holding our new “Q Media Masterclass,” a two-day, in-studio training experience to help advisors learn about what makes great content, and build a library of professional, ready-to-use marketing content including a new headshot, video clips, and more. Save the date and watch for more information about this event that will be held in Scottsdale, Tuesday & Wednesday, Oct 27 & 28, 2026!

09/14/2026

Happy birthday, Katie! Have a fabulous day from all of us at Quantum! 🎈🎂
https://thequantum.com/katie-christensen/

09/13/2026

Happy birthday, Yosi, hope you are having a great day at your spa day and family celebration! 💅💐
https://thequantum.com/yosi-mejia/

09/11/2026

09/10/2026

The way you frame conversations with clients is important. For decades, financial advisors have focused on the word “retirement.” But there may be a problem with the word itself. Retirement can sound like a retreat or an ending, while what people want is more freedom, flexibility, and time to do what they want to do. They want choices! Phrases like “work optional,” or “the freedom years,” or “your new beginning” bring a completely different emotional resonance. Read through our blog to learn more:

Don’t just market "retirement." Because what people really want is the freedom to start living life on their terms.

09/09/2026

Happy birthday to Jasmine Echols from all of us at Quantum! Have fun at the movie and yummy sushi place after! 🎥🍣
https://thequantum.com/jasmine-echols/

09/09/2026

SEPT 29 & 30, JOIN US IN SCOTTSDALE! ✈️
Quantum Life, powered by ORG, brings together life insurance industry professionals, carrier partners, and sales leaders for two days of insightful discussion on advanced planning strategies and opportunities in today's financial landscape. Through carrier presentations and educational sales concept sessions, you'll expand your knowledge and gain valuable perspectives to help you better serve your clients. From business owner planning to legacy and long-term care strategies, this training will equip you with practical life insurance sales solutions to grow your practice and deliver more value to the clients you serve.
For more information, or to sign up, submit your details to: Mattie Gomez at [email protected]