W2/IND Offerings

As financial advisors continually seek a more rewarding business model, there is a gravitational pull toward independence.

Through our partnership, we have built a bridge to independence that allows you to enjoy the rewards of having your own practice without all the logistical hassles of running a business.

Industries often use “strength tests” such as bandwidth in technology or compressive and flexural strength in materials to determine the quality and viability of their products.

In these unprecedented times, we are proving ourselves more creative and adaptable than we ever thought possible.

“Can I think of you as my agent?” I was recently asked this by a highly successful advisor while discussing potential firms and models for his Office of Supervisory Jurisdiction (OSJ) practice.