Our Process

Most importantly we are not a third-party appointment setting business! We are Investment Advisor Representatives with 25 years of experience in helping retirement focused advisors successfully scale up their assets and plans under advisement. 

As such, we are able to provide a truly consultative review of a prospects plan, discuss potential pitfalls and stress the importance of having a retirement focused plan advisor on their team. 

Our very existence invalidates the less than compliant procedures of third-party companies. We help our advisors avoid the challenges and up-front expenses of hiring unregistered firms to represent them. Our registered status puts us under the same standard of care by which you operate your practice. We are able to break down barriers to entry, get to decision makers and hand off a more qualified initial meeting that offers a real opportunity to win new clients. 

As an affiliated office with Global Retirement Partners our program is captive to other Investment Advisor Representatives that are affiliated with Global Retirement Partners. Because of our affiliation, we are absolved of the requirement to have clients sign off on Solicitation Agreements and we are able to share revenue through the normal payout process. We have built the model on a win-to-win philosophy. When you win, we win!

Our mutual success depends on understanding your core competencies by performing an explorative due diligence process giving us the firepower we need to uncover optimal client opportunities based on your service delivery values. We safeguard your current clients and active prospects, removing them from your marketing campaign to ensure we don’t disrupt your current pipeline.