RESOURCES

Considering Going Independent?
For a no obligation consultation and copy of our booklet.

• "Luck is what happens when preparation meets opportunity" CONSIDERING GOING INDEPENDENT? CALL US TODAY FOR A FREE CONFIDENTIAL CONSULTATION

  
  

For almost a decade now, the team at Advisor Websites has been delivering websites to Financial Advisors.  Whether you are a small boutique firm, or a large company looking for a website, we will be able to work with you to create a product that shines, and most importantly, one that you can be proud of.  You will receive our Enterprise plan for only $65 per month.  To learn more about this program, book a demo with a member of our team or visit us at www.advisorwebsites.com to sign up for a free 30 day trial.

Bowen Enterprises LLC provides consulting services to Independent Financial Advisors and Firms, with a main focus on working with wirehouse/captive advisors who are considering Going Independent.

Concenter Services offeres XLR8, a customized version of Salesforce.com CRM designed specifically for Financial Advisors and Wealth Managers.  We are a Salesforce partner and have two options for XLR8: a $75 "bundled" version (includes the Salesforce license), or a $35 per month ISV Application/Overlay (current Salesforce clients).  We are also a certified Salesforce Consulting Partner and can assist with customizations, integrations, data migration and training.  For more information or to obtain an XLR8 Demo or Free Trial, please visit us at www.ConcenterServices.com or call 877-513-3862. 

The Financial Planning Association® (FPA) is the leader in fiduciary education and is the only open community for all those who provide or support financial planning. In this changing financial landscape, it’s good to have experts to help you adapt. To learn more about FPA and to download your FREE copy of FPA’s Fiduciary Ethos visit us at www.fpanet.org/professionals/Capitol/Go.

MyCorporation is a leading provider of online document filing services for clients who wish to form a corporation or limited liability company. For nearly ten years, MyCorporation has helped small business clients incorporate their business in a reliable and affordable manner.

OfficeFinder's free service helps businesses of all sizes find and negotiate for office space through it's network of local pros in over 550 markets. Find the right space at the best price without the usual hassle. Since 1995.

Polaris Compliance Consulting is a compliance consulting firm providing advisory services to SEC and State Registered Investment Advisors.  We assist in the establishment of a new RIA, providing a compliance platform for an existing RIA, and performing compliance risk assessments for existing programs.  We provide firms with the regulatory expertise and offer solutions to make compliance fit seamlessly into your business model.

As a partner at Cleveland, Ohio-based Calfee, Halter, & Griswold LLP, Scott Matasar regularly counsels brokers on the regulations and other legal issues surrounding a change of employment.  Whether its switching brokerage houses or going out on their own, Scott's expertise guides his clients toward sound decisions right for each client and their business.  He also represents both corporate clients and individuals in all forms of securities litigation and regulatory matters, including customer arbitrations and enforcement/disciplinary proceedings brought by the SEC, FINRA and/or state securities regulators.  Learn more about Scott.

The High Tide Group provides consulting services to independent financial advisors that are experts in their business but require some assistance in developing and executing a sound marketing and/or business plan(s).  We operate on an "As Needed" basis and are project oriented; although we do provide a broad spectrum of marketing and business plan development/executiion services, our focus is on the task(s) level- to fufill a current need that will tangibly add value at the client's business.  And, until the scope of a project and the deliverables are agreed to, there is no cost or obligation to our clients.