WHY ADVISORS CHOOSE US
Frank Lozano, Founder & CEO
Ask Frank how he became the year-after-year top producer in a national firm and developed a network of advisors who wrote $1 billion in annuity premium. He'll tell you that it’s by embracing the work ethic, family values, and spiritual beliefs instilled in him as a young Texan. These principles are now the foundation of Advisors Point, one of the fastest growing advisor consultant firms in the country. Frank is the ultimate professional—yet it’s his personal dedication, commitment to education, and respect for colleagues that make his company something truly special.
The first in his family to attend a university, Frank earned a degree in international business with a minor in finance, which is when his aspirations for a life in the world of finance first began. In 2004, soon after college, he joined a prominent national insurance brokerage firm where, before long, he was working with some of the highest-ranking financial advisors in the country. In partnership with Frank, they achieved unprecedented success. Word traveled and within his first decade in the business, Frank’s team of advisors generated over a $1 billion in annuity business.
It was during this time that Frank discovered his true love for innovative marketing solutions that help advisors reach new milestones. He's come to believe that this—and a focused desire to succeed—are the must-have traits among true, elite advisors.
In 2018, Frank Lozano launched Advisors Point based on his core beliefs of making things right, honoring God in all that we do, and paying it forward. He quickly replicated his previous success and—in the firm’s first year—AP recruited over 100 new reps who generated millions of dollars of growth to their own practices. Everyone at Advisors Point is focused on the firm’s success and disciplined to devote their time, energy and resources to advisors who work hard and share the same mindset. The future for this firm is bright and the possibilities are endless.
Frank, wife Hilda, sons Andrew and Daniel, and daughter Monica are a tightly bonded family and active in their local church.
We are not looking to work with “the masses." Instead, we want to partner with like-minded team-oriented advisors who want to grow their practice and work as hard as we do.
Many times we are asked, “Why should I work with Advisors Point?” One of the main reasons is that we share with you what is working for other advisors—the best-of-the-best in the industry.
We want to help every advisor and insurance professional grow their businesses to levels of success they never thought possible.
Our motivation is very simple: help you help others attain financial security—even families in this great country with no education—everyone can benefit from our teamwork.
Integrity
Everyone at Advisors Point maintains the highest professional standards and puts the interests of advisors and clients first. We are passionate about our work and dedicated to keeping our promises. We embrace honesty, trust, excellence, confidentiality, loyalty, principles and faith. And we choose to partner with advisors who share these values.
“Whether I need marketing, problem solving, a product recommendation or a quote, Frank and his team get it done quickly and with enthusiasm. They can truly bring value to your business.”
Bill B, IAR, Series 7, Insurance, Florida
"I’ve worked with many others over the last 25+ years and Frank is the best.
"He’s honest, knowledgeable and very helpful. He’s always there when I need help and guidance. That means a lot.
"I highly recommend Frank, his staff, and the entire Advisors Point team. 5 STARS!"
Roger R, Advisor & Educator, Colorado
Experience & Expertise
Having worked with top professionals in the business for many years, we have a wealth of insight into what works and what doesn’t.
Advisors Point advisors network among themselves, sharing "lessons learned" and new opportunities. You can even establish mentor relationships and do "joint work," if you like.
Sales Accelerators
Our process for building value for you and your clients includes a diverse range of resources to handle all aspects of your business, including:
● Lead generation
● Proven prospecting materials
● Branding & marketing
● Product and case design; leading carriers
● Illustration software
● Practice improvement
● Access to top, elite advisors
● Nonprofit opportunities
These are the components of our proprietary sales process that has our top advisors consistently achieving an amazingly high closing ratio.
"I’ve never worked with a more tireless, helpful straight-shooter than Frank Lozano. And his staff has been terrific.
"I’ve met a gazillion people in the business, and everybody seems to have ideas you’ve known about for a long time. But Frank is adaptive and on the cutting edge of what works—regardless of a pandemic or economic uncertainty. Something changes and Frank’s on the phone with a new clever marketing idea.
"If you want to be in front of a ton of new and qualified people—get hooked up with Frank."
Don M, CFP, Nebraska
"It has been two years since Frank Lozano left me a voice mail. Because I didn't recognize the number, I almost didn't call him back.
"Now, he's on top of my list of resources when I'm working on insurance cases—with knowledge and products to fit every need.
"Frank and his staff are always willing to help. To this day, we both laugh about the fact that I returned his call—and I'm still very happy I did."
Kathy J, CFP, California
Second-to-None Service
We understand that every advisor's circumstances are unique, and we know the right questions to ask. Then, we provide highly customized, personal, one-to-one advice, and resources. In addition, our philosophy is that the greatest path to success is by learning from the success of others. No need to reinvent the wheel because Advisors Point agents volunteer their market-proven strategies. That's what comes from being part of an exclusive group whose members value close ties and a spirit of partnership.
Contact Us
Let's talk
281-210-0054
We are financial advisor consultants specializing in practice improvement and growth. Independent agents across the country partner with us on best practices that include lead generation, marketing, branding and strategic case design. We are independent, passionately driven, and focused on only one thing: your success.
Main Office
2170 Buckthorne, Suite 165
The Woodlands, Texas 77380
Phone 281-210-0054
Fax 281-882-3574
