Signal Advisors

Advisors deserve more than the typical IMO. Signal Advisors brings technology, support, and a platform designed to help you grow—without the complexity. See why advisors are making the switch. Learn more: hubs.la/Q046_ws10

Every great team has a secret weapon. Ours has four legs. 🐾 Meet Benny—our unofficial office mascot and full-time morale booster. From team meetings to snack patrol, he’s always making the day a little better. Proof that the right support comes in all forms.

Signal’s Community keeps you connected—so you can learn from peers, get real answers, and find what’s actually working. Because the right community doesn’t just support you—it makes everything easier.

Technology shouldn’t replace the advisor—it should empower you. With an integrated platform, unique capital solutions, and a team that shows up when it matters, Signal helps you reclaim your time and reinvest in your firm’s future.

AI isn’t coming to the IMO space. It’s already here—and Signal is leading the way. We’re not adding AI for the sake of it. We’re using it to solve real problems for advisors. Because the goal isn’t more tech—it’s better outcomes. This is what “way better than an IMO” looks like.

Scaling your practice shouldn’t mean more admin work. With Signal, you get a partner focused on helping you grow—while protecting your reputation with reliable, high-quality service. Let’s build something better, together. Book your demo at hubs.la/Q04bJ3lZ0

Signal connects your favorite tools, systems, and services into one streamlined platform. We listen to advisors every day, using your feedback to continuously improve and evolve the platform—so it keeps getting better, just like your business.

With Signal’s Community, you can connect with other advisors, get real feedback on your marketing and operations, and tap into live webinars and practical resources designed to help you grow. It’s everything you need—without going it alone.

Scale your AUM—without scaling your workload. Signal Wealth helps you run a tighter, more scalable practice—so you can focus on what matters most: your clients. Better systems, smarter support, and a platform built to keep up with you.

Meet our founders. Patrick Kelly sees the opportunity—and builds something better. Kevin O’Hara brings the tech to life. Jacob Cohen helps advisors grow and scale. Together, they lead Signal to help you grow stronger, faster, and with a team behind you every step of the way.

Support shouldn’t slow you down—it should move you forward. At Signal, our Advisor Success Team is here to answer questions, solve problems, and keep your business running smoothly. That’s the Signal difference.

Advisors deserve more than the typical IMO. Signal Advisors brings technology, support, and a platform designed to help you grow—without the complexity. See why advisors are making the switch. Learn more: hubs.ly/Q049L69V0

Are you even an IMO if you don’t have all these features for your advisors?

Automated marketing insights, built in. Signal tracks performance across every channel automatically—so you can see what’s driving revenue without lifting a finger or adding work for your team.

The sign says it all. Check it out for yourself. Link in bio.

Licensing and contracting, finally in one place. Signal gives your ops team a clear, holistic view of every advisor’s licenses and contracts—active, in progress, or expired—with the ability to request what you need, when you need it. Only at Signal.

Why the Traditional IMO Model Is Breaking The old IMO trained you to sell, IMO 4.0 helps you execute. wealthmanagement.com/artificial-int…

Big ideas. Real execution. At this year’s State of the Union, we launched 4 new ways to help you do more, faster: Agentic Planning, Automated Pipeline, 1-Click Review, and Sigmund AI. Less friction. More momentum. That’s Signal. Learn more at hubs.la/Q047KBPs0

TrueStatus: real-time updates, zero phone tag. Signal connects directly to carriers to deliver live case updates, notes, and next steps in one shared feed—keeping advisors, IMOs, and carriers aligned without logging into multiple systems or chasing answers.

Meet Sigmund—Signal’s built-in AI, ready to assist you across the platform. Click the icon, ask a question, and get instant answers in seconds. Only at Signal.