Overview

A different type of listing: We're looking to strategically partner with insurance specialists (and 401k specialists too!) to enhance services to their clients. It's your client, your relationship: we're part of YOUR team of experts and add financial planning & wealth management to your offerings.

Our successful track record with these strategic partnerships yield:
1) Increased client satisfaction and results
2) Increase your revenues and improve your relationship with your client
3) Increase our revenues

Alliance provides you the resources of a national brokerage firm while maintaining your independence & flexibility-
Our compliance approved alliance process (a few easy steps) allows a revenue share agreement for the revenues generated by your client

We do the 'heavy lifting' on the wealth management side:
Client education, financial literacy
No obligation portfolio management review

Why do we strategically align?
I enjoy interacting with clients, but I'm NOT a 'hunter'.
I prefer managing portfolios rather than searching for new clients.

When I was independent I WISH I knew about/had access to an alliance like this.
It would have made my life SO much easier and I would've retained MUCH more business.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...