About Us

Emerald began as Emerald Publications in 1986, as a small pioneer in the financial services industry. Our first product was The Complete FINANCIAL MANAGEMENT WORKSHOP™, a seminar selling system that is still the most comprehensive financial marketing system available.

Today, thousands of financial professionals have used our flagship system and dozens of other Emerald products to demonstrate their expertise, cultivate trust, and motivate people to do business.

By working closely with our clients over the years to help them achieve their marketing objectives, we have experienced first-hand how financial advisors are challenged to compete and grow profitable businesses. As the financial services marketplace has evolved, we have improved and expanded our product line with additional prospecting and retention tools. Our turnkey seminars, client newsletters, personalized websites, online automatic marketing and full-service printing and direct-mail support now set the benchmark for the industry.

Emerald employs more than 115 associates in our San Diego office who are dedicated to providing excellent service and to developing the finest marketing programs in the financial services industry.

We have served as a marketing partner to thousands of financial professionals, providing innovative products to help them build and grow profitable businesses. With Emerald as your marketing partner, there are NO LIMITS to what you can achieve and NO BOUNDARIES to your success!