Our advisors enjoy a culture of sharing. Our networks of financial professionals embrace the sharing of “Best Practices” among their peers, product companies and industry leaders.

Much of our success has been the result of assisting our advisors by Teaming professionals to expand their business. This “Mentoring” approach allows advisors to capitalize on their individual strengths and interest resulting in superior service to their clients.

We have a Program of Success Model that provides a structured pathway to growth. This includes Junior Associate, Associate to President. This program allows advisors to leverage on the experience of senior advisors while receiving hands on training from both classroom and field work.

This open atmosphere and expectation has been a key part of our foundation. Our top advisors serve as key-note speakers during conferences and workshops with topics including:

• Developing niche finiancial markets
• Marketing through seminars
• Providing superior client services
• Attracting and retaining top talent
• And much more….