Comprehensive Annuity Support for RIAs
Endorsed by RIAs across the Country and featured in The Perfect RIA (Click here to listen)
Fiduciary product selection
Admin support as an extension of your office
Handling the $50/hour work so you can focus on the $500/hour work
Proven strategies for advisors who want to grow their business
Decades of RIA Ownership, Retail Sales, and Case Management For Our Team Members Bring These Areas of Expertise
How Do We Support RIAs and Their Team?
You have access to hundreds of products. It’s our job to take the research off your plate and provide you with a customized solution for every client case.
We’ll spare you the research, but we give you all the details to feel confident you’re presenting the strongest solution to your client on each case!
Product Selection
Our team of experts use technology, live e-app assistance, and their expertise to ensure advisors aren’t bogged down by paperwork.
You can say goodbye to sitting on hold with insurance companies. Our team takes all the follow up off your plate!
E-apps and Processing
Over the past thirty years, we have learned from some of the top advisors in the country. In addition, Tom has built his personal practice from $0 AUM in 2006 to $300m AUM through workshops, an acquisition, and referrals.
Being co-founded by an advisor, we know what it’s like to be in your shoes!
Prospecting
Relationships
In our experience, the best way advisors get from where they are to where they want to be is learning from advisors who have done it. Whether it is a mentor or simply a collective of your colleagues, we can make the introduction!