Advisor Services
Basic Leadership Package
•
Annual Business Planning
Annual Business Planning•Education Days, CE Credits
Education Days, CE Credits•Community Events
Community Events•Licensing Assistance (for Advisor and Staff)
Licensing Assistance (for Advisor and Staff)•Training Classes/ Mentorship Programs
Training Classes/ Mentorship Programs•Access to Financial Planning Department at a discounted fee.
Access to Financial Planning Department at a discounted fee.•Staff Benefits/Payroll
Staff Benefits/Payroll•Technology Support/Training
Technology Support/Training •Real Estate Management (with reduced surcharge)
Real Estate Management (with reduced surcharge)•Conference Room Access in Controlled Areas
Conference Room Access in Controlled AreasPremium Leadership Package
•Annual Business Planning
Annual Business Planning•Education Days, CE Credits
Education Days, CE Credits•Community Events
Community Events•Licensing Assistance (for Advisor and Staff)
Licensing Assistance (for Advisor and Staff)•Training Classes/ Mentorship Programs
Training Classes/ Mentorship Programs•Access to Financial Planning Department at a discounted fee.
Access to Financial Planning Department at a discounted fee.•Staff Benefits/Payroll
Staff Benefits/Payroll•Technology Support/Training (see details on page 14)
Technology Support/Training (see details on page 14)•Real Estate Management (with reduced surcharge)
Real Estate Management (with reduced surcharge)•Conference Room Access in Controlled Areas
Conference Room Access in Controlled Areas*Plus*
•Periodic and On demand 1-1’s
Periodic and On demand 1-1’s•Practice Management
Practice Management•Comprehensive Business Planning
Comprehensive Business Planning•HVC and Client Service Training
HVC and Client Service Training•Partially Funded Buy/Sell Agreements
Partially Funded Buy/Sell Agreements•Assistance and Guidance with Advisor Practice Purchase and Sales Leadership Development
Assistance and Guidance with Advisor Practice Purchase and Sales Leadership Development•Marketing Event/Seminars subsidies (Access to funds for grand and small client events)
Marketing Event/Seminars subsidies (Access to funds for grand and small client events)•Subsidies for Training and Personal Development Outside Branch and Market Group
Subsidies for Training and Personal Development Outside Branch and Market Group•Do’s and Dont’s for New Office Set-up and Design
Do’s and Dont’s for New Office Set-up and Design•Business Owner Accounting Best Practice Training
Business Owner Accounting Best Practice Training Premium Elite Leadership Package
•Annual Business Planning
Annual Business Planning•Education Days, CE Credits
Education Days, CE Credits•Community Events
Community Events•Licensing Assistance (for Advisor and Staff)
Licensing Assistance (for Advisor and Staff)•Training Classes/ Mentorship Programs
Training Classes/ Mentorship Programs•Access to Financial Planning Department at a discounted fee.
Access to Financial Planning Department at a discounted fee.•Staff Benefits/Payroll
Staff Benefits/Payroll•Technology Support/Training (see details on page 14)
Technology Support/Training (see details on page 14)•Real Estate Management (with reduced surcharge)
Real Estate Management (with reduced surcharge)•Conference Room Access in Controlled Areas
Conference Room Access in Controlled Areas•Periodic and On Demand 1-1’s
Periodic and On Demand 1-1’s•Practice Management
Practice Management•Comprehensive Business Planning
Comprehensive Business Planning•Client Service Training
Client Service Training•Partially Funded Buy/Sell Agreements
Partially Funded Buy/Sell Agreements•Assistance and Guidance with Advisor Practice Purchase and Sales
Assistance and Guidance with Advisor Practice Purchase and Sales•Leadership Development
Leadership Development•Marketing Event/Seminars subsidies (Access to funds for grand and small client events)
Marketing Event/Seminars subsidies (Access to funds for grand and small client events)•Do’s and Dont’s for New Office Set-up and Design Business Owner Accounting Best Practice Training
Do’s and Dont’s for New Office Set-up and Design Business Owner Accounting Best Practice Training *Plus*
• A Turn Key Solution approach to all your staff needs: Recruiting , Hiring, Initial Basic training as well as ongoing advanced Training and development!! (see detailed description)
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