Then, as you grow, you can continue to lean on us as you take your career/firm to the next level. Eventually, once you feel comfortable that you have made it then we hope that you will join our group of growing mentors to help others traverse this exciting and fulfilling profession.
Click the button below to schedule you first webconference to see how we might be able to help you:[/text_block]
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XY Planning Network
XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. We offer comprehensive resources to help financial planners run better and more successful businesses.
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NAPFA
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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New Planner Recruiting
New Planner Recruiting helps new planners get started off on the right step towards a successful career path by placing them in a position and a firm that is the right fit based on their skill set and career goals.
Experienced/Transitioning Advisors:
Again if you’ve gotten this far and are seriously considering leaving your current firm then we can probably be an invaluable resource and partner. We will help you by providing our experiences and advice to your situation as well as being able to redirect you to important contacts and resources that will help you towards a much more desirable end-state with, hopefully, much less pain than many of us inadvertently subjected ourselves to by going at it alone.
If you are seriously interested in making your move and want a partner to help you then click the button below and schedule our 1st meeting today. All we ask is that you “pay it forward” some day, no strings attached.[/text_block]
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NAPFA
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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FPA
FPA delivers top-quality professional development, critical business and career-building resources, and a community committed to elevating the profession. They also have a nationwide network of chapters, which offers unrivaled support and community for planners of all levels.
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Garrett Planning Network
The Garrett Planning Network has grown into a national network of hundreds of hourly-based, Fee-Only financial planners. We exist to make competent, objective advice accessible to all people.
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TD Ameritrade
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs). They provide a robust offering of products, programs, and services designed to help advisors build their businesses. They are also committed to advocating on behalf of advisors and their clients on important issues.
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Schwab
Schwab is by far the largest custodian for the RIA industry and has almost more resources available than any other 3rd party out there. However, be care of bot TD and Schwab as they have large conflicts of interest in wanting you to custody assets with them and they compete against us in increasingly more situations. They provide excellent info and resource but they are not totally on “our” side…
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Nerd’s Eye View by Michael Kitces
Probably the best resource for independent advisors to stay up-to-date on planning, investment and practice management issues. It is by no means “light” reading, but running your own practice and telling people what to do with their entire financial lives is no simple matter! Follow him and read what is pertinent to you and your practice.