Revel-E

Revel-E REVEL-E is a unique, market-tested program that establishes select advisors as the niche-expert for local, high quality assets (HQA’s). From investor-speci

Marie-Paule Sinyard
Founder, Revel-e

Marie-Paule’s industry initiation was as a productive advisor in 1994. Her 20 years’ experience in both the institutional and retail arenas is informed by her success as a top producer, sales team leader, turn- around specialist, and former principal. Marie-Paule brings a deep understanding of and empathy for what advisors, national accounts specialists, brok

er/dealers, and wholesaling teams must do to succeed. It is both her passion and her honor to edify each team member in their role to build a better future for investors. Todd Halterman
Founder, Revel-e

Todd Halterman is best known as the guy who tripled the size of his practice in less than 3 years in a town of 200k people. All while the city’s population was shrinking. The processes and systems Todd developed took over 10 years and $100k to refine. His proven techniques are rooted in his tactical background as a military strategist, his corporate success opening 42 scratch retail offices, and his commitment to service as a former fire fighter and EMT. Today, his team helps manage $300M and his practice continues to grow over 20% each year. He has the heart of a teacher and is committed not only to helping his clients grow their wealth but to consulting with advisors who seek to expand and perfect their practice. These days, you will find Todd Halterman managing 48 family accounts, relentlessly volunteering his time to save children from sexual predators, and speaking across the country educating top financial advisors on the art of being top of mind. Sara Ryan
Office Director and Investor Liason

Sara has excelled as an event planner, scheduler, and office manager for financial advisors and wholesalers for over 15 years. She has the peerless ability to get top prospects to the events she plans. Her expertise in pre-event marketing and post-event follow-up is the driving force behind her success. Erin Gneiting
Practice Director

Erin has managed a top 1% niche market financial planning practice for over 5 years. It is her level of awareness, understanding, and attention to detail that not only makes her an invaluable advisor but an oracle to consult as revel-E continues to grow and anticipate the future needs of our advisor and sponsor partners. Kelly Ramey
Social Media Campaign Director

Kelly’s uncanny ability to get things done well, on budget and by deadline is what makes her an invaluable team member. Her management, marketing, training, and writing experience uniquely qualifies her to lead the social media content and marketing plan ex*****on for revel-E

Sometimes you have to address what is NOT the point to find out what IS.
08/29/2016

Sometimes you have to address what is NOT the point to find out what IS.

That is not the point.

A sentence that is as distasteful to deliver as it is to hear.

Yet, this is what I find myself thinking when I talk to...

Our Academies offer a proven action plan to implement immediately to scale quickly without disrupting your current pract...
08/16/2016

Our Academies offer a proven action plan to implement immediately to scale quickly without disrupting your current practice. http://ow.ly/u1mC303hUNx

If you’re like most advisors, you aim to get more clients in the markets you’re most passionate about and create recurring revenue. But most advisors aren’t sure which actions to …

The problem is that we are chasing too broad of a market where there is too much competition. http://ow.ly/b99C302TZ7y
08/13/2016

The problem is that we are chasing too broad of a market where there is too much competition. http://ow.ly/b99C302TZ7y

There are many myths that can harm our businesses if we fall prey to them. As we continue to examine how to set up our practices so that they...

Most of us in this industry have made a habit of asking for referrals from our clients. http://ow.ly/55ok302TZqj
08/12/2016

Most of us in this industry have made a habit of asking for referrals from our clients. http://ow.ly/55ok302TZqj

Most of us in this industry have made a habit of asking for referrals from our clients. This practice has become the norm, but is it really necessary?

Young advisors starting their careers are disproportionately commission-based. http://ow.ly/FOtE3033qAL
08/11/2016

Young advisors starting their careers are disproportionately commission-based. http://ow.ly/FOtE3033qAL

In a previous blog post, we discussed the new 1502 Regulation and DOL Fiduciary Rule, that stands to significantly impact advisors, their business,...

The Internet and social media have rendered marketing strategies from the past obsolete. http://ow.ly/MzA4302TZWY
08/09/2016

The Internet and social media have rendered marketing strategies from the past obsolete. http://ow.ly/MzA4302TZWY

Our industry has experienced significant disruption and uncertainty as a result of the DOL Fiduciary Rule, also known as the 1502 Regulation.

If you’re an advisor that is concerned or upset about the new DOL rules, you’re not alone. http://ow.ly/j8pe302PlTV
08/05/2016

If you’re an advisor that is concerned or upset about the new DOL rules, you’re not alone. http://ow.ly/j8pe302PlTV

The past few months have been incredibly exciting, as our team has come together to launch Revel-E Advisor Solutions. The project has been years in...

We are THE DOL disruption solution. https://www.revel-e.com
08/04/2016

We are THE DOL disruption solution. https://www.revel-e.com

REVEL-E is a market-tested program with demonstrated success across thousands of advisors and 42 new practices that establishes your firm as the...

Revel-E uses a blueprint with demonstrated success to allow advisors to create a clear action plan to grow. http://ow.ly...
07/28/2016

Revel-E uses a blueprint with demonstrated success to allow advisors to create a clear action plan to grow. http://ow.ly/xmbV302z00Z

Todd Halterman is best known as the guy who tripled the size of his investment advisory practice in less than three years in a town of 200,000...

We provide a customized process to put our clients directly in front of accounts currently averaging $120k in value.
07/19/2016

We provide a customized process to put our clients directly in front of accounts currently averaging $120k in value.

REVEL-E is a market-tested program with demonstrated success across thousands of advisors and 42 new practices that establishes your firm as the...

Please join us for our upcoming Revel-E Academies in the following cities & states.
07/18/2016

Please join us for our upcoming Revel-E Academies in the following cities & states.

Please join us for our upcoming Revel-E Academies in the following cities & states.

The advisors we partner with have grown their firms to an average of 3x the industry standard for profitability.
07/17/2016

The advisors we partner with have grown their firms to an average of 3x the industry standard for profitability.

The advisors we partner with have grown their firms to an average of three times the industry standard for profitability.

Address

Kennewick, WA
99336

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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