Investors are becoming more aware of what they want and need from their financial advisors and they are expecting firms to adapt to their changing expectations. At the same time, fee compression and regulation are creating immense business model challenges for financial advisors across all channels; making it difficult to keep up with their clients’ evolving needs. One of the biggest challenges is a lack of resources to support continued growth. 

When you franchise, you provide your clients the attentive relationship they expect, with the benefits of a major financial institution’s scale – including brand, platforms, technology, extensive resources and expertise. As a franchise owner, you are able to spend less time worrying about how to create scale and more time focusing on asset-gathering capabilities.

Download this white paper to learn how to add scalability to your firm and transform your practice as the model enables you to:

• Leverage the strength of an established brand
• Reach and serve a diverse client base
• Receive ongoing national advertising support and local marketing reimbursement 
• Access modern wealth management solutions for your clients 
• Work with trusted partners