We are committed to delivering the greatest impact to your business
Our Advisor-Centric Model is designed to meet you where you are in your practice and provide the resources, value, and experiences that best fit your needs. Our entrepreneurial support system is tailored to each advisor's unique circumstances, ensuring that you receive the guidance and support that you require to succeed.
Advisor-Centric Resources
Our Advisor-Centric Resources are fully customizable to meet your specific needs. Get the support you require, whether it's technology, compliance, marketing, or any other aspect of your practice.
SHARED ADMINISTRATIVE SERVICES
Our team utilizes a 12-point structure to provide valuable administrative resources like preparing and processing new business paperwork and directly interfacing with clients to deliver custom-tailored solutions.
PRACTICE MANAGEMENT
We have a dedicated support team to help planners design a comprehensive plan that covers the knowledge and skills to drive practice management strategy.
ADVISOR GROWTH
Our coaching and development programs mixed with continual learning opportunities optimize both personal and organizational performance.
TECHNOLOGY & INNOVATION
We are trailblazing in an industry that's typically behind the curve. We constantly deliver new ideas, methods, approaches, inventions, and materials for our planners to drive value.
FINANCIAL PLANNING EXPERIENCE
Our Planning Experience team is a pioneer in the industry, transforming our planners’ practices through our unique Ongoing Financial Planning model. Over the past two years, our planning fees have increased by 60%.
BUSINESS DESIGN
We have a specialized team focused on driving systems and technological innovation throughout the firm and planner practices.
MARKETING
Our Marketing department serves as an in-house agency that provides an array of services, including graphic design, website development, social media support, award & media relations management, and more.
ADVANCED SALES & PLANNING
We have a team of professionals equipped to meet the specific needs of high-net-worth clients. They work with clients' personal counsel, tax advisors, and accountants to fully serve all their business, insurance, and estate objectives.
Experience The Difference
Our six core office locations across New England offer flexible working spaces that are tailored to your needs and those of your clients. Whether you're seeking a private meeting room, collaborative workspace, or the latest in technology, we have the resources to help you deliver top-level service.
Let us show you the difference that our commitment to excellence can make.
Photography by Anton Grassl