Our Opportunity

A Coaching And Consulting Firm Who Happens To Be A Broker-Dealer

3 Tips For Using Social Media To Grow Your Practice

These days, it’s not enough to have a professional website. You also need professional social media accounts for your business. However, many people aren’t sure how to properly leverage their social media accounts to grow their business. I’ll go over three important tips to help you out today.

Did You Hit Your 2018 Goals?

If you subscribe to the 12-week quarter rule, the first quarter is here. Did you hit your goals for 2017? We're starting quarter one and it's an important time in the 12-week quarter rule. If you subscribe to the 12-week quarter rule where we work 12 weeks out of the...

Emerging Professional. Professional Advisor. Entrepeneur.

Different representatives have different needs. That's why we've designed three distinct platforms, each with unique support and compensation. No matter which platform you choose, our core offering remains the same.




We provide the tools and support to encourage collaboration, whether it’s between our representatives or between them and their clients.


Our platform options give you the ability to choose the right level of compensation and support for your practice.


We’ll give you the technology and the training to build a digital practice.


Compliance Friendly

Experienced supervisory professionals willing to spend the time to help you grow your practice and also maintain the highest compliance standards.

DOL Compliance

Our broker dealer utilizes automated technology, training and support to help our reps meet the new DOL requirements.

A National Reach

Our experienced leadership team is committed to recruiting, training, and developing new financial advisors to join our affiliated representatives.

Liberate Your Practice

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