Gateway Financial Partners provides Independent Financial Advisors with current investment strategy education, research and practice management technology, marketing initiatives and administrative support that allow you, as a partner, to maximize your client interactions.



Click on the corresponding links to learn more about our technology tools and platforms, marketing initiatives and coaching partnership. As part of our partnership value proposition, Gateway is happy to provide advanced technology tools and platforms to our advisors and team. We understand the value of business development and therefore offer state of the art technology to main efficiency and increase productivity.






Gateway Financial Partners is fortunate to have a full in house marketing team. Our Chief Marketing Officer, Creative Director and Director of First Impressions work together from start to finish.

They brainstorm, create, implement, produce and distribute marketing collateral for all of the Gateway advisors and independent business partners nationwide.

Whether you want to market your business but are unsure as to how, or have an idea but not sure who to turn to, the Gateway Marketing Team is always ready to help.

From photography and graphic design, to client communications and press releases, to seminar, workshops and event planning and execution, the in house marketing team does it all Each advisor works with the marketing team on an individual basis to ensure his or her specific niche goals and objectives are being properly met and executed. We're here to help and make a difference in your clients’ lives by helping you help them!

The marketing team has built an online store that allows each advisor to order customized promotional items, giveaways and more with the click of a button. Here’s a sample of what’s available.

We have a monthly eNewsletter for all Gateway advisors that provides sales tips, event information, success stories and much more. Each month, we do a quick half hour webcast on a variety of marketing topics, it’s a deep dive about a particular topic of interest. Topics range from using LinkedIn to establishing a niche market to ideas on building out a strong referral strategy.


Gateway Financial Partners advisors track their "Quarterly Must-Do's," "Quarterly Goals," "One Year Goals," "Three Year Goals," and "Lifetime Goals" in our online project management system Camp Gateway.

The advisor will log into Camp Gateway and track the success of their goal tracking in their own individual project, such as 'John Crane Coaching.' Gateway's philiosophy is partnership, so each advisor's Coaching project includes a team of veteran Gateway advisors, an executive career coach and our OSJ David Wood.

Before starting the online project management tracking system, new Gateway advisors are asked to complete the Gateway Coaching PDF, create a SWOT analysis, determine what are your top relationships now and in the foreseeable future to establish your goals.

No one plans to fail, they just fail to plan. Having a roapmap for your practice is more important than ever. We are here to help you make positive change.

Our Coaches:

Leadership Training Expert and Executive Coach

According to Adri Miller Heckman, "Women have become a massive force and powerful asset in financial services creating a Femolution that is changing the industry for Advisors."


Let's Talk

500 Winding Brook Drive | P.O. Box 1032 | Glastonbury, CT. 06033 | Phone: 860-652-4360 | Fax: 860-652-3163

Email Address


Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Gateway Financial Partners are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor