Fund Company and Branch/Dealer Services
Master Distribution Programs
Fund Companies: We understand that fund companies are continually looking to add value to the advisors they service. With this in mind, we created a unique program that offers an affordable solution that allows the fund company unlimited use of our Turnkey Seminar, Financial Planning and Client Review documents to distribute to the advisors they service. This is offered for an annual distribution fee. For further information please contact us.
Branches/Dealers: We will custom price a one-time group rate for your dealership or branch based on the number of advisors. Depending on the number of advisors, this can be a significant discount to the regular prices. For custom pricing contact us.
Wholesaler Advisor Training Program
This program trains the wholesaler on how the tools work and allows them to introduce and create a strategy with select Advisors on transitioning to a financial planning practice. This unique offering differentiates the fund company as a partner interested in growing and expanding their Advisor's business which builds strong loyalty to the fund brand and offerings. For pricing and a proposal contact us.
Speaking Engagements and Quarterly Implementation and FAQ Sessions
We literally wrote the book on goals based financial planning (No Regrets) and are available to speak at fund company, branch or dealer events. We offer useful and practical advice to advisors on how to create value for their clients through financial planning and regular planning reviews. For further information and speaking fees contact us.
Quarterly Implementation and FAQ Sessions
To increase the success rate of this program for your advisors, we offer a quarterly one day FAQ and follow through session for dealers/branches. As we have time commitments with our existing practice we will be limiting the number of quarterly FAQ clients to 10/year. The cost is $10,000/year and includes 4 days of training during the year. We will walk you and your advisors (no limit to how many can attend ) through how we develop and implement our plans and answer all the questions you may have. Please note travel and accommodations are additional to the annual fee. For further information contact us.