Build A Practice That Serves You
At Concierge for Advisors, our commitment to you is our trademark. We strive to be the first call you make, no matter what you are trying to accomplish. Our team has the resources, solutions, and connections you need to thrive in your industry.
We have worked with many unique advisors from the solo-practitioner, to the large multi-producer office, and even virtual financial advisors. Our team will provide the highest level of service to your office and help you build a practice you love.
First, We Were Top Producers. Now, We Are Concierge for Advisors.
We know the ropes.
We will provide valuable real life advice to your practice. Just like you, our team is used to being in front of clients. We understand how the “real world” works and that things that sound good from a marketing desk, might not fly in your community. We know that advisors of any production level have the power to create value for other advisors.
We create an atmosphere of sharing best practices, and working with advisors that are willing to share their ideas and what works for them. We know you fuel our growth and we put an extreme amount of care into providing you with assistance that leads to meaningful results.
Our Expert Consultants &
World Class Product Sponsors
Create a Platform That is Measurably Different and Refreshingly Unique
Why Choose Us?
Your Business Depends on Your Decisions
The culture we have created for the advisors we partner with is based on one goal; to provide the service you desire for your practice.
We know that getting to the top typically is the result of a few key decisions, and the discipline to execute on your decisions. We are committed to your growth and stand in support of the eager-to-grow advisors. Our consultants are local to your area and will be present in your office to help you grow your business.
We also know that many advisors are looking for ways to transition their practice from an 80 hour per week business to a lifestyle business allowing for a partial, or full time, retirement. We understand how to build your practice to support your lifestyle without needing to be "in the office" to still be in touch with your clients.
Case Design Services
"I have a guy" is quite common to our team. We know every client is different, and each solution needs to be tailored to their specific needs. Our Case Design Services Team has decades of experience creating proposals for advisors. We pull the best solutions for your case from the over 50 companies that we work with. Our technology allows us to know we are putting the best solution forward so you can be confident in working with your prospects.
Can Help You Achieve Your Objectives & Goals
Our team is with you every step of the way. We help you make wise choices with your marketing dollars, pick the right products to win your prospects' business, explain your value to solidify your pricing, and transition your practice when the time comes for you to retire.
World Class Brands
& Concierge Service
The old "One Wholesaler to One Company" model is dying. Getting daily calls and emails from Internal Wholesalers to persuade you to set a meeting, only to be presented with "100 reasons to use my 1 company" is inefficient use of your time.
We have created the Amazon Prime of Financial Distribution. Our team is your one-stop shop for Top Products in ALL categories of your business, serviced through One Awesome Concierge.
No more making 5 calls to wholesalers so you can compare products side-by-side. No more calling 3 different companies to piece together a plan for your client. You can make one call or email and have access to the Top Products in Every Category, then put your focus back on revenue producing activities, or get out of the office and enjoy your life while we compile your business-winning presentation. Victory.
What Do You Want to Achieve Today?
We have the Resources, Solutions, and Connections to help you get it done!