Partners In Prosperity: Ongoing Business Development Support.

“Helping you run your practice more efficiently and compliantly translates into business longevity and prosperity for you. To that end, our Business Development Division is here to offer you not just more support, but the kind of support you need to double or triple your business. It’s a commitment backed by the most innovative mentor and coaching program in the industry . . . and by customized strategies that let you drive your own business as you explore your x-factor — your unknown potential for growth.”
         — Keith Johnson, Vice President Business Development

Regional Vice Presidents — Our Regional Vice Presidents are a team of professionals solely dedicated to supporting your success. They offer programs, tools, and coaching aimed at helping you build your business. If you’re ready to take your practice to the next level, our Regional Vice Presidents are here to help you achieve that goal.

Collaborative Coach — Advance through a suite of 10 training modules as our Regional Vice Presidents personally coach you in restructuring existing operations to create, define and apply the optimum business model for your practice. You’ll also learn how to approach current clients with the fee-based alternative and how to effectively sell fee-based services.

Exclusive Coaching Program —By partnering with Million Dollar Producer, Inc., one of the financial services industry’s leading training companies, this program will help you take your practice to the next level. It is a one-year coaching program that features the training for becoming an efficient high-level producer.

Branch Builder® Institute — A comprehensive educational program that provides a systematic developmental process designed to enable Branch Managers to achieve new levels of success and prosperity by establishing recruiting and training of additional advisors as their primary business model.

The Toolbox — This is an extensive array of business management and development tools and programs. We’ve leveraged our buying power to negotiate substantial discounts for everything from software and other technology to office equipment and supplies.

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