Our advisors have the freedom to create their own models and select the most suitable products for their clients.
We teach our advisors the most dynamic and efficient ways to run their day to day business so that they are able to provide the highest level of service to clients.
We are firm believers in the interconnectedness of people’s passions, industry innovation and evolving client needs. We form long-lasting partnerships built on collaboration.
We help advisors thinking about succession find the best teammates for a seamless transition.
Growing advisory teams have the freedom to hand-pick the best new teammates and partners to work alongside.
“96% of employees in the U.S. workforce need some form of flexibility at work, yet only 42% have access to the type of flexibility they need.”
Evidence also shows that lack of flexibility negatively impacts productivity.
Advisors are able to work from anywhere there is internet connection and adapt their working hours to a schedule that fits their needs.
Enjoy the payout of going independent, without the hassle of running a new, highly regulated business on a budget. Advisors are able to put their clients first with best-in-class solutions.
We allocate profits towards advisor education, mentoring, volunteering days, and other things that matter to our teammates.
96% of independent advisors would make the decision to go independent again.
Whether you’re fully independent, thinking about succession planning, joining a collective, or just starting your career, let us get to know you better, and help navigate to where you want to go.
7 in 10 advisors have increased their revenue since going independent.
During discovery, we’ll learn more about each and see if there’s a good fit.
What holds advisors back? 49% interested in transitioning to independence say they are concerned about managing legal and compliance.
We believe in doing things the right way, right from the start. Our CCO and compliance experts will answer the tough questions.
The blueprint forms the master plan for your transition and includes departure strategy, business development, and marketing plans.
Our goal is for a smooth and speedy transition. Our advisors have seen an average conversion rate of over 95% of assets in the first 18 weeks of transition.
“58% of investors who work with a financial advisor agree that technology makes advisors more valuable to their clients…”
Our best-in-class technology and integrations provide the platform for you to re-think how you work.
Unified through a passion and desire to challenge tradition, to set new standards, and to disrupt the advisory world by creating the new future of financial management. Centered around learning, understanding, and knowledge sharing, our foundation will inspire you.
Together, we search for and share with each other the best ideas suited to help you get to where you want to be, both personally and professionally.
Technology designed to let you be more efficient so that you can spend more time with your clients, because the human interaction cannot be replaced.
Expert compliance support and guidance through our CCO and experienced internal compliance team covers the bases and lets you focus on what’s important to you; your clients and your business.
Insight from our Fixed Income Experts, exposure to the latest content, research and industry trends will help you make more informed decisions.
We make it a point to be the best. Our passion and drive for success has helped us create a 5-star mutual fund and now we’re ready to reinvent the wealth management industry.
Join our Collective. It all starts with you.
We are forward thinkers who embrace technology for a superior experience.
Learn with us, share with us, and our Collective will inspire you to take the next step towards innovation and success.
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