What is it? Advanced planning, case design, OCIO, the “strategic partner” (who generally just wants your business), the “back end” of your business, your “outsourced team”, or the best-in-class wholesaler who would’ve been an advisor if she had a better retail network… We’re sure you’ve heard one...
Many firms will try to dazzle advisors with bells and whistles, or even the increasingly common “check.” We generally tend to gravitate away from this approach. Just like all firms, we are always continuously improving, adding additional services, and helping advisors take advantage of what we believe...
Plugging and playing in an independent network of companies allows you to create the practice you desire. Leveraging a team of experts at those companies allows you to deepen relationships and scale. Unique to our firm are the internal experts and strategic relationships we've developed over...