Freedom to choose how you want to structure your career-FWA W-2 Option
For many financial advisors their favorite part of the job is helping people build and manage their financial lives. Unfortunately demanding compliance regulations, and lack of administrative support, can force you to spend more time working on your business, than in your business. This burden can lead to long weekends and late evenings, often getting in the way of the activities you enjoy. What if you could focus almost all your time on the client relationship? What if your client base was growing with virtually no effort from you? Lifting the conflicts between growing your business, and serving your clients. Sound too good to be true? The FWA W-2 affiliation option has been designed with you in mind. Here’s how we divide the tasks… You do what you do best!
Provide outstanding client service to each of your clients and document this in our CRM
Maintain a clean, ethical compliance record and keep all industry CE requirements current
We do the rest!
Full-service investment management platform to save you time and effort
Administrative support so you can maximize your client facing time
Automated marketing services to help increase your professional visibility
Appointment setting service to ensure no client slips between the cracks
Free client events aimed at putting you in front of your best clients
Regular seminars to help educate your clients for you