Our service model combines the first-hand support of a smaller firm with access to the deep institutional resources of a large broker-dealer including:
- The resource-filled support of an insurance-based broker dealer with the benefits of an independent payout structure and flexibility to manage your own business.
- Turnkey marketing and social media campaigns and programs to build your business compliantly and simply.
- A full line of quality products to increase your competitiveness.
- Innovative technology to increase your efficiency.
- Back-office support for your operational excellence.
- A broad and deep selection of non-proprietary products in many asset classes and legal structures.
- Comprehensive research and due diligence.
- Fee-for-service options and consulting services agreements for flexibility in your offerings.
- Consultative compliance with full explanations and efficient turnaround – not just a lot of “NOs.”
- A supportive team that’s devoted to your continuous success.
- Freedom to determine your own revenue model and to select wealth management solutions that work best for you.
