Broker Check

User-Friendly Technology

As an independent financial professional, you may not have an IT expert at the ready. You know technology can help scale your practice and systematize your client experience, but so many BDs use antiquated platforms that don’t work together, making things harder – not easier – for you.

Because of our affiliation with Advisor Group’s network of independent broker-dealer firms, we have access to some of the most cutting edge, time-saving and user-friendly technology available in our industry. Our tech offerings include:

  • eQuipt 100% paperless client onboarding and account access for brokerage and advisory accounts
  • MyCMO (My Chief Marketing Officer) multichannel marketing automation platform with pre-approved content custom-written and developed in-house
  • online platform helps identify potential partners for succession and continuity planning, with a paid matching tool to help connect those looking to buy and sell practices SalesForce CRM included in our affiliation fee
  • Advisor Business Intelligence enabling you to benchmark yourself against your peers and access detailed reports about your business Commission reporting that makes it easy to know what you’re getting paid and easy-to-pull reports

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.