Practice Management
Co-op Advertising
We help our financial advisors build and market their practices by providing co-op dollars for use in marketing, branding and business development. Our co-op contributions are based on the advisor’s previous year’s net sales.
This program is uncapped and can make a meaningful difference in your ability to promote and grow your business. The great thing about it is that you get to decide how the money is spent. Your options for investing your co-op dollars include advertising, collateral material, trade shows and newsletters – whatever you feel works best for your independent practice.
PETER EVENSON
VP Business Development
Succession Planning for Financial Advisors
Learn How to Maximize
the Value of Your Practice
One of the biggest challenges you will face as an advisor is planning and executing your business succession. There's a lot you need to know before starting your succession plan, and we cover the topic from A to Z in this complimentary eBook. You'll also learn about our Guaranteed Succession Program, which ensures the sale of your practice at a competitive price. As part of this innovative service, we'll work with you to systematize your business processes, which will increase the value of your practice, and assist in the ownership transition, so the transfer goes smoothly for all concerned — you, the buyer and your clients.
