Considering Going Independent? Call us toll free at 1-855-464-4634 for a no obligation consultation

Resources

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 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

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.