Take our actionable business development tools, turn-key marketing programs, and award-winning wealth-management platform*, and put them to work for you.
We build and support high-performance teams through our regional structure. Rather than being bound by geographical constraints, each region is defined by its value proposition to its advisors. The services offered through these extraordinary teams are delivered by their regional directors—industry-leading entrepreneurs who have a well-defined business model, experience in mentoring and growing talent, and a long-term vision for their business.
The Connect2Clients® (C2C) marketing portal allows you to seamlessly develop and oversee your ongoing personal communications and web strategy through email, greeting cards, website, smartphone apps and social media. The most technologically advanced marketing automation features are the foundation of this platform, which ensures that implementation is simple and scalable whether you are a single advisor or part of a team.
The Pentameter® system and consulting process helps you assess and optimize your business based on five critical measures of business success: business development, operational efficiency, human capital, business management, and succession planning. Using the platform's targeted diagnostic evaluation, you can quickly and accurately gauge your practices' strengths and areas of improvement so you can develop comprehensive business plans that will help build your practice.
With our robust investment research, integrated financial planning tools, and leading advisory platform, we can help position you as the source of trusted, unbiased wealth management advice.
Our dedicated teams take the time to understand your unique goals by forming strong relationships with you and your staff. From the affiliation process to your tenure with our firm and everything in between, our network of dedicated people, proven processes and state-of-the-art technology assist you in day-to-day operations so you can spend more time focusing on your clients.
Growth of your business goes hand in hand with your professional growth. Our regional and national programs give you direct access to our senior executives and strategic partners as well as some of the top minds in the industry. You will also tap into the experience and support of those with a unique perspective on your practice—your peers.
We offer a suite of unparalleled resources to help you develop, promote and manage your retirement plan business. From online resources to help you identify retirement plan opportunities and grow your practice to our in-house team of retirement practice consultants and our affiliated third-party administrator, we offer multiple services that support your retirement plan business.
We have a strong track record of helping our advisors grow by acquiring internal and external practices. Some of the benefits we may offer are assistance with qualified acquisitions, valuation and transition support, customized plans grounded in detailed assessments of your business goals and desired targets, operational efficiency and systems integration support, human capital consulting to help you evaluate staff and retain top producers, and personal mentoring from peers with hands-on experience in mergers or acquisitions.
Whether you are looking for a complete exit strategy or simply a change in work style, we can help you realize the value of your business. We can provide successful contract structures to model, a broad network of advisors who are looking to grow by merging or acquiring another practice, connections to expert professionals, an experienced transition services team, and assistance grooming successors within your own business, sharpening their professional skills and strengthening their business management capabilities.