Our Flexibility Is Your Advantage
You have the flexibility to choose how you’d like to affiliate with ·¬ÇÑÊÓƵapp.
Depending on the business model that aligns best with your practice, you have the opportunity to partner with us as a Financial Professional through various affiliation models. Two of our most sought-after options include becoming a representative with our Independent Broker-Dealer (IBD) or referring your business to an experienced professional within our employee-based independent Registered Investment Advisor (RIA).
Whether you choose our ·¬ÇÑÊÓƵapp Wealth Management, ·¬ÇÑÊÓƵapp Planning Partners, ·¬ÇÑÊÓƵapp Investment Services,or ·¬ÇÑÊÓƵapp Advisory Services model, you can provide your clients with comprehensive wealth management and financial planning services.
When you offer holistic financial planning and advisory services, you can expand your value to clients, increase your realization rate, enhance client loyalty and retention and grow your book of business.
Features of an IBD Model
- Build incremental value and equity in your business and differentiate yourself from the competition by offering holistic financial services and tax-efficient advice.
- Collaborate with dedicated brokerage and advisory support teams of Wealth Management Growth Consultants to grow your book of business.
- Develop customized plans that provide a comprehensive view of your clients’ entire financial picture, then help them put those plans into action with uniquely tax-intelligent financial services and investments.
- Offer your unique insights to help us develop ·¬ÇÑÊÓƵapp Tax-Intelligent tools and financial resources.
- Enjoy the support of ·¬ÇÑÊÓƵapp infrastructure and the back-office capabilities of Fidelity
±õ²Ô²õ³Ù¾±³Ù³Ü³Ù¾±´Ç²Ô²¹±ô®. - Investment Advisor Representatives can affiliate through our independent RIA.
Features of an RIA Model
- Enjoy a broad array of advisory services and tools that address your clients’ total financial
picture. - Move your focus away from commissions and toward helping clients reach their long-term goals and providing an outstanding planning experience.
- Offer a broad range of services, including:
- Tax-focused Investment Strategies
- Retirement Planning & Withdrawal Strategies
- Family Risk Management
- Business Planning
- Legacy Planning
- Education Planning
- Cash-Flow Management
Our Structure
Individuals affiliated with ·¬ÇÑÊÓƵapp firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Consult with us to determine which business model best fits your practice.
For more information, call a Business Development Consultant at 800.742.7950 or fill out a contact us form.
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