The Quantum Group

The Quantum Group The next evolution in advisor partnerships. Consulting, insurance platform, advanced planning & more.

Back in the Big Apple!🍎🗽 Another successful NYC trip focused on strengthening partnerships, sharing insights, and buildi...
06/15/2026

Back in the Big Apple!🍎🗽 Another successful NYC trip focused on strengthening partnerships, sharing insights, and building for the future. Thank you to everyone who spent time with our team!

What an opportunity! More than 300 advisors from across the country came together for a partner conference, and Quantum ...
06/12/2026

What an opportunity! More than 300 advisors from across the country came together for a partner conference, and Quantum took to the MAIN STAGE to share ideas, marketing strategies, best practices, and the value of building a stronger business. We're grateful to share what makes Quantum different and look forward to continuing the momentum!⚡🤝💼

A lot of advisors assume dinner seminars don’t work like they used to. Chris Drew disagrees. As Founder and President of...
06/11/2026

A lot of advisors assume dinner seminars don’t work like they used to. Chris Drew disagrees. As Founder and President of Baytrust Financial, Chris still relies on dinner seminars to grow his business, and in this interview, he explains exactly why they continue to win.

He shares his unique approach to making seminars effective in today’s environment, where attention is harder to earn and trust matters more than ever. If you’re hosting events, thinking about bringing seminars back, or looking for ways to improve results, this interview delivers ideas you can apply immediately.

Watch HERE: https://ow.ly/P2r950Z7NF6

Markets are rallying. Earnings are beating expectations. Inflation concerns aren’t gone. And the Fed narrative may be sh...
06/09/2026

Markets are rallying. Earnings are beating expectations. Inflation concerns aren’t gone. And the Fed narrative may be shifting again. What should financial advisors be paying attention to right now? In the latest episode of Moore Market Insights, Scott Drake and Andy Moore, VP of Advanced Planning and Portfolio Solutions at Quantum, break down the trends shaping advisor conversations heading into the second half of the year.

If your clients are asking about markets, rates, inflation, or where protected growth solutions fit in today’s environment, listen to and watch the podcast episode today! Watch it here: https://ow.ly/pjhC50Z7FBE

There are some new faces around here!  Everyone has a unique career path, and many didn't originally start in the financ...
06/08/2026

There are some new faces around here!

Everyone has a unique career path, and many didn't originally start in the financial services industry. Can you guess what Connor Kwasizur majored in while in school?

A) Parks and Recreation Management🌲
B) Hospitality & Restaurant Management🍽️
C) Sports Management🏈

Find out the answer and learn more about Connor in his bio: https://ow.ly/vCHg50Z6IVr

The Quantum team headed out to the ballpark last Wednesday to catch the Arizona Diamondbacks take on the Los Angeles Dod...
06/08/2026

The Quantum team headed out to the ballpark last Wednesday to catch the Arizona Diamondbacks take on the Los Angeles Dodgers!⚾🌭

Before first pitch, we enjoyed a great happy hour at Majerle's hosted by Security Benefit. Thank you to everyone who joined us. We always appreciate opportunities like this to connect outside the office!

Happy Birthday to Kalysta Nash. Enjoy your day off, making it the perfect opportunity for a long weekend! Maybe you can ...
06/05/2026

Happy Birthday to Kalysta Nash. Enjoy your day off, making it the perfect opportunity for a long weekend! Maybe you can get outside and enjoy some pool time before the Arizona weather truly takes a turn, or even squeeze in some country line dancing to celebrate!🤠🎂

https://ow.ly/SrFF50Z871w

The headlines are nonstop. Political uncertainty is rising. And investors are asking an important question: What impact ...
06/05/2026

The headlines are nonstop. Political uncertainty is rising. And investors are asking an important question: What impact could the midterm elections have on the markets, inflation, interest rates, and the broader economy?

Our VP of Client Acquisition, Scott Drake interviews Howard Shen, VP and Market Leader at Invesco, to break down what history tells us about election cycles, how policy shifts may affect investor sentiment, and what advisors and investors should be watching for in the months ahead.

Tune in and get the insights you need to stay informed and prepared: https://ow.ly/qysZ50Z7osQ

We had an amazing time at our Q2 Sales Summit here in Scottsdale, and we hope you did too!A huge thank you to all of our...
06/04/2026

We had an amazing time at our Q2 Sales Summit here in Scottsdale, and we hope you did too!

A huge thank you to all of our advisor partners and team members who joined us to learn more about program collaborations, strategy, education, and growth. Events like these give us the opportunity to continue building the tools and systems that help advisors grow their practices.

Contact our team at 800.440.1088 to learn more about upcoming events. See you at the next one!

06/03/2026

We are celebrating the first anniversary of our Quantum studio today, June 3rd!🎉🎥

Over the past year, our studio has helped produce countless video shoots, podcast recordings, interviews, educational segments, and so much more. We’ve helped our advisor partners create professional, engaging content that connects with their audiences and elevates their brands.

As more advisors continue to take advantage of our customizable studio capabilities, we’re excited to continue bringing their messages to life. Discover the possibilities with our team at 800.440.1088 and let’s get you behind the camera!

Address

18700 N. Hayden Road , Suite #310
Scottsdale, AZ
85255

Opening Hours

Monday 6:30am - 5pm
Tuesday 6:30am - 5pm
Wednesday 6:30am - 5pm
Thursday 6:30am - 5pm
Friday 6:30am - 5pm

Alerts

Be the first to know and let us send you an email when The Quantum Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share