We understand that one size doesn’t always fit all. Your practice is as unique as you are. With one-on-one practice management and consulting, we’ll make sure your needs and expectations are being met. Using the Advisor Business Intelligence report that is seamlessly integrated into your practice, we can provide detailed insights on your AUM, accounts, sales activity, and GDC. This report serves as a benchmark against our network’s other practices.

We can provide assistance with all steps of a new business process, from carrier appointments to life insurance applications. We also perform full-service case management, order paramedicals and records, pass along case updates, run illustrations, and much more. Finally, our team provides assistance with the various technology platforms used for processing new business.

You’ve worked hard to build your business from the ground up. We’ll help make sure that it’s in good hands once you’re ready to retire. Build equity in your business and reap the benefits of the success you build with our innovative Equity and Succession Planning platform.

Having helped countless financial advisors retire over the years, our team is well-equipped to guide you through what is ultimately your toughest move: transitioning your clients and career-long relationships over to the next generation. Building a successful practice today and planning with a successor will help ensure your clients are well cared for now and in the future. 

There’s no shortage of partnerships available for advisors like you. We’ll help you navigate the various alliances you can forge in the industry and match you with teams that will support your vision.

You select what tools fit your process best and we’ll help you take full advantage of them. Deepen client relationships through collaboration and add value to your interactions with cutting-edge technology. These tools offer support with functionality, plan creation, integrations, and more.

With a wide variety of software programs and online tools for you to take advantage of, you can keep up with the latest advancements in your field and ensure you’re providing your customers with the best service possible.

A strong team guarantees strong service. We’ll teach you the best ways to recruit the industry’s top advisors so you have more knowledge, more experience, and more flawless customer care to offer your clients.

We take time to get to know your practice and your process. Through this, we provide targeted one-on-one or network-wide training on topics such as client conversations, sales and product trends, systems, and case design. We keep in tune with what’s working in the industry and make sure you have the ability to utilize all of the training and resources available to you.

Send a message that connects with your clients. Client segmentation support will help you identify your customers, their needs, and the messaging that will inspire them to make a move. No one client or book of business is the same. Your client segmentation criteria should be designed around these differences to make sure you are communicating efficiently and appropriately with your customers.