Professional Partners Program

For attorneys, CPAs and other professionals

Tap into a tremendous new source of business and revenue and consider forming a strategic alliance with us.

Through compensation sharing arrangements with a financial services professional, you may be able to increase your income and provide more services to your clients - without increasing your workload.

This relationship makes it possible for both the "Professional Partner" and the Financial Advisor to be on the same page when it comes to acting in the best interests of the client.

Attorneys and CPAs understand how much their clients depend on the trust and good advice. These same clients have relationships with professionals to guide them financially. This system of dual advisors can lead to conflicting advice, making the job a difficult one.

To provide the best service to your clients, they need to have a consolidated professional advisory team. You can enhance your client service by referring them to an investment professional that you know and trust.

Here are just some of the benefits we can offer our Professional Partners:

  • Added value and convenience
  • Greater revenue potential without an increased workload
  • Increased client base potential
  • A competitive advantage
  • A local trusted financial advisor to help guide your clients

Financial Services offered to you and your clients:

  • Experience, expertise and knowledge
  • Quality research
  • Proficient trade execution
  • State-of-the-art technology
  • Fee based asset management services
  • A trust company
  • Complete banking services
  • Non-proprietary products and services
  • Independent and objective advice

Professional Partner Workshops:
[ schedule ]

Contact us today to explore the opportunities and benefits of working with our local branch office

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