Obtain more information about our firm and its financial professionals on FINRA’s BrokerCheck | Form CRS
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Obtain more information about our firm and its financial professionals on FINRA’s BrokerCheck | Form CRS
Financial Planning through Building Trust
Financial Planning through Building Trust
While being a Financial Professional is a rewarding job, it can sometimes be isolating, leaving you feeling alone as you face both the pressures of the industry and the expectations of your clients. Fortunately, that’s not the experience you’ll have with us.
One of the big reasons our entire firm was even founded was to equip advisors with the platform and support needed to achieve their goals, and that’s a mindset we refuse to stray from.
It means you can pick up the phone any time and be guaranteed a connection with someone invested in your success—such as our Director of Financial Planning, Chris Blair, whose support, and resources can help you understand and deliver valuable services in financial planning.
It means having access to turn-key resources and strategic partners you need to increase your own offering.
It means being part of a culture of advisors that are invested in the success of other peers.
It means continued benevolent support with accounts, compliance, and even your clients.
It means getting to keep your branding, name, and everything else because we want to be invested in your success above anything else.
Our structure flexibility is one that subscribes to an open architecture. Paired with our coaching and guidance, it ensures that you can have a structure that is tailored to your needs.
Full array of non-proprietary products and services
Flexibility to choose compensation structure
Access to various investment options
From boutique to large institutional investment platforms
We believe that to be your best, you must have the freedom to offer the best to your clients—including how you get paid. Whether you are fee only, commissions, combination of fee and commissions – you have the freedom to decide. And if you are unsure where to start and which compensation structure would fit you and your practice best, we offer a Professional Fee for Service coaching program.
Our broker dealer, Money Concepts Capital Corp, has two additional areas: Money Concepts Advisory Services and Money Concepts International. These two areas work in concert to deliver the exceptional support and resources that you rightfully deserve as you strive to deliver a holistic approach to your clients.
MONEY CONCEPTS ADVISORY SERVICES
Our Advisory Services focus on providing you with an open architecture where you will have access to:
MONEY CONCEPTS INTERNATIONAL
Our risk management offering will provide you with access to exclusive, high-touch industry experts and highly sought after strategists, who can guide you and your clients to solutions that would complement your holistic planning. Our partners cover the following planning areas:
Our broker dealer, Money Concepts Capital Corp, has two additional areas: Money Concepts Advisory Services and Money Concepts International. These two areas work in concert to deliver the exceptional support and resources that you rightfully deserve as you strive to deliver a holistic approach to your clients.
Our risk management offering will provide you with access to exclusive, high-touch industry experts and highly sought after strategists, who can guide you and your clients to solutions that would complement your holistic planning. Our partners cover the following planning areas:
“After leveraging the Financial Planning resources at Money Concepts, I have significantly changed my perspective on fee-based planning, and in turn, my overall mission. My mindset shifted from providing clients with a plan document to building an ongoing coaching relationship focused on defining their life goals and empowering them to achieve them with accountability and support.”
“I have since opened my own firm and Financial Planning is now a large part of my business focus!”
Securities through Money Concepts Capital Corp. Member FINRA / SIPC. Investments are not FDIC or NCUA Insured. May Lose Value – No Bank or Credit Union Guarantee. Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States.
Connect with us to discuss what that could look like for you.
