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

  • CONSIDERING GOING INDEPENDENT? CALL US TOLL FREE AT 1-855-464-4634 FOR A NO OBLIGATION CONSULTATION


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Bowen Enterprises LLC Bowen Enterprises LLC

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 Concenter Services

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. 

 

Financial Planning Association Financial Planning Association

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.

 

Matasar Jacobs LLC Matasar Jacobs LLC

Matasar Jacobs LLC serves the litigation, regulatory, operational, and transactional needs of publicly-traded and privately-held businesses and individuals engaged in a range of market segments and industries, including securities, financial services, private equity, and real estate. Our approach is results oriented and client-centric, providing clients with the same sophisticated counsel expected from much larger firms.

MyCorporation.com MyCorporation.com

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.

Polaris Compliance Consulting LLC Polaris Compliance Consulting LLC

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.

Scott Boyages Promotions Scott Boyages Promotions

Promotional products are the most cost effective vehicle for keeping your name/brand in front of prospects, existing clients and referral partners.  Scott Boyages of Scott Boyages Promotions and Geiger has worked with financial services industry clients for over 20 years.  He can show you creative ways of using imprinted giveaway items to create top of mind awareness with the people in a position to bring you more business.  You can reach Scott directly at scott@sboyagespromos.com or visit his company website at www.sboyagespromos.com.

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