Build a Team
It happens to every financial advisor as they are building their business. At some point, you hit capacity and are faced with two options: hire or outsource certain activities. It is not a one size fits all approach. Our team will help you determine the right hire for your firm, Virtual Assistant, Full-time staff, or maybe another advisor. And with job descriptions and a hiring process, we can help you build your team as your firm grows.
- Hiring Support
- PEO for Employees
Acquire a Business
One of the best ways to grow your business is with an acquisition, and whether this is through a longer-term succession plan or simply an asset purchase agreement, we can help you through each step. We have a proven process for identifying businesses for sale, completing the valuation, structuring the deal, and transitioning the business.
Advisor Services
As your business grows, it's important to have a team of experts in specific areas to rely on. We have identified key areas where we can complement your businesses and allow you to focus on what you do best, serving your clients.
- A team of supervisory experts to help protect your clients and business
- A Business Processing Concierge to navigate the endless new business requirements and paperwork
- A Compensation and Finance team to ensure you get adequately paid for the work that you do
- Continuity Plan (backed by the firm) to protect the business you are building in the event of death or disability
Share Best Practices
While you own and run your own business, advisors, and firms learn more, grow faster, and have more fun when they are part of a community. We focus on providing you with educational and networking opportunities with other like-minded firms nationwide.
- Peer to Peer networking groups
- Firm meetings