Advisors, Are You Looking to LAUNCH Your AUM Business
But you haven’t found the right Firm that will truly help?
Ideal Launch Pad Candidate Profile
Licensed as both Life & Health Insurance and have or will have your Series 65 License, and truly want to be an IAR.
Active book of Clients, Network, or good standing business relationships, that know and trust you.
Coachable, motivated and desire to build an intrinsic value in your practice while helping more clients
Program Overview
Is this really for Me?
Designed for financial professionals who are seeking the best of both the Advisory and Fixed Products World! Our internal Team of licensed Professionals will teach you the business through education & training, joint client work and a proprietary turn-key client presentation and software.
Your client will sell themselves on asset allocation with simple options to choose from that will help mitigate taxes & risk, while providing growth, income or both on their investable assets.
Begin cultivating MORE Life, Annuity, and AUM with an all-hands-on deck approach. Allowing you more time to gather assets, network, and manage client relationships, while we do the rest!
We also manage these assets, so you don’t have to using Dynamic, Tactical and Static Models and Allocations. You manage your client relationship, and we manage the rest!
Deliver More Client Value
As a Launch Pad Advisor, you will have a dedicated securities Team Member acting as a true partner to help advise clients on topics your still getting comfortable with or have limited interest in learning.
Our goal is expanding your knowledge footprint and capabilities while instilling client confidence in you as their complete retirement solutions provider.
Our team will make you look like the resident expert no matter how simple or complex the case or size the client is. We accomplish this by having cutting edge capabilities, services, and proprietary brands, along with an internal Advanced Markets Team of financial experts CPA’s and Attorneys.
Full Share of Wallet
Building a fee-based book of business is hard to do from scratch and without a great Team to support you, it’s even more difficult!
To alleviate these growing pains, we’ll teach you how to maximize opportunities within your current book of business and throughout your Sphere of Influence.
This focus will result in new client accounts and more referrals from existing relationships. Thus, further expanding your Fiduciary Advisory relationship within the community.
It’s our aim to transition your brand identity, methods to onboarding clients, and your Advisory approach to new client consulting in a way that will build a foundation unique from competitors.
Ultimately, this transition will have significant economic benefits. Have you thought about what 6-figures of advisory fee income could be like that pays you into perpetuity?
In House Marketing Support
Launch Pad Advisors will receive a complimentary marketing package and dedicated Marketing Support Team member to assist them in executing marketing and branding campaigns, workshops and educational events, CPA engagement programs, just to mention a few. All are designed with the objective to help you grow your practice and help more people!
Are You Ready To Launch Your Advisory Practice?
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Launch Pad Initial Candidate Questionnaire
Must be completed accurately and in full, to be considered for the Advisor Launch Pad Program