Are You Running Your Practice, Or Is Your Practice Running You?
Concierge For Advisors helps Financial Advisors save significant time, gain consistent reliable leads, confidently write new business backed up by a team of experts…
…so you can spend more time with your family.
How It Works
An eagle-eye view of your new and improved practice
More Time To Spend With Your Family
Quickly access the best solutions for all categories of our products and efficiently write new business so you spend more time with your family.
A successful Advisor is able to increase revenue while decreasing time away from home.
Reliable, Consistent Leads
Position yourself to acquire quality clients using all methods of marketing including digital marketing, direct mail, radio, television and other unique avenues
Prospect for new clients using the best marketing tools available to have consistent reliable leads.
Optimized Cases For Clients
Write a case in an unfamiliar field supported by the best experts in that field and present the best possible solution for your client.
Bring a team of subject matter experts to your practice to be sure your solutions are best in class.
A Practice That Serves You
Reach out to Concierge For Advisors anytime you wish to learn more solutions that are proven to work for other advisors and grow your practice.
Our team will always be available to train you, work with you, or do it for you.
We Got Your Back
Consult your experienced and trusted team to assure you’ll get through the tough times. We will continue to bring you opportunities to not only grow, but protect your practice.
An Advisor does not need to have a large staff or high overhead to be successful with Concierge For Advisors.
Turn Your Clients And Staff Into...
Let Us Show You How Concierge For Advisors Can Help You Earn $100,000 In 100 Days With Your Existing Clientele.
Who Uses Concierge For Advisors?
…love us because we provide ideas to increase their revenue from their existing book of business and have the widest selection of products including annuities, life insurance, securities, and managed accounts.
…love us because we have the training they need to incorporate fee based annuities and the insurance and investment products they need to FULLY provide a fiduciary experience to their clients.
…love us because we have the expertise they need to incorporate the products that are often times shown on a financial plan but never actually implemented such as life insurance, disability insurance, and long-term care insurance.
REGISTERED INVESTMENT ADVISORS
…love us because we seamlessly integrate both investment and protection products within a clients portfolio using proprietary software to adhere to best interest standards. RIAs have the ability to charge fees or take commissions with the products they choose based upon their appropriate licensure.
PROPERTY AND CASUALTY AGENTS
…love us because we teach them how to increase their revenue using insurance and annuity products with their clients. We instantly are able to add thousands of dollars of monthly income without having to work outside of their existing book of business.