If you’re considering going independent—or simply choosing a new service provider or broker-dealer—we strongly encourage you to contact us before making these significant moves.
Because not only have we been through the process ourselves as advisors, we have helped dozens of others solve their unique issues and design their perfect business. We can help you to take a step back and think not just about what works today, but what will continue to work, well into the future. Make sure you’re truly aware of allyour options.
So often, once advisors grasp the brevity and impact of the solution we’ve created for them, we hear them say, "I knew there had to be a company out there doing what you’re doing. I just didn’t have the time to find you" or even, "I wish I’d known about you three years ago…I wouldn’t have had to create everything myself and I’d be much further ahead by now."
Required Fields
“It was pretty common for me to have a client with an American funds account held directly at American funds, a brokerage account at my IBD, a variable annuity account at the Hartford, and a managed account at a third-party money manager. Now you’ve got four different sets of forms, four different websites, four different 800-numbers, four different statements coming in, and so on. So from a staff—and client—standpoint, to become familiar with all of that is just impossible.
We’ve now simplified everything. We have procedures and policies manuals in place, checklists, everything. And all we had to do it for was one custodian, so that was helpful. This all gives me peace of mind when I’m out of the office as well.”
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