Build A Practice
That Serves You

At Concierge for Advisors, our commitment to you is our trademark.  We strive to be the first call you make, no matter what you are trying to accomplish.  Our team has the resources, solutions, and connections you need to thrive in your industry. 

Schedule A Call
concierge header image man3
concierge header image man3

Helping your client plan for an optimal retirement requires guaranteed income for life, life insurance for transfer of wealth, and a plan for long-term care.  The team at Concierge For Advisors understands & emphasizes this in their solutions.

Tom Hegna

First, We Were Top Producers. Now, We Are Concierge for Advisors.

We know the ropes.

We will provide valuable real life advice to your practice. Just like you, our team is used to being in front of clients.  We understand how the “real world” works and that things that sound good from a marketing desk, might not fly in your community.  We know that advisors of any production level have the power to create value for other advisors.

 

We create an atmosphere of sharing best practices, and working with advisors that are willing to share their ideas and what works for them.  We know you fuel our growth and we put an extreme amount of care into providing you with assistance that leads to meaningful results.

Schedule A Call
"Speaker on Stage at Conference Meeting Event. Presenter at Business Seminar Photo. Audience Watching a Manager Presentation. Blurred Image of Lecturer Presenting To Audience During Speech. "
Talking about business. Two cheerful business men talking and gesturing while standing outdoors

Our Expert Consultants &
World Class Product Sponsors

Create a Platform That is Measurably Different and Refreshingly Unique

Annuities

Indexed, SPIA, MYGA

Custom RIA Solutions

Life Insurance

IUL, Premium Finance, Supplemental Retirement Income Planning

Specialty Products

Final Expense, Medicare Solutions, Life Settlements
VIEW ALL
Close up of businessman in suit over dark gray background with c

Why Choose Us?
Your Business Depends on Your Decisions

The culture we have created for the advisors we partner with is based on one goal; to provide the service you desire for your practice. 

We know that getting to the top typically is the result of a few key decisions, and the discipline to execute on your decisions.  We are committed to your growth and stand in support of the eager-to-grow advisors. Our consultants are local to your area and will be present in your office to help you grow your business.

We also know that many advisors are looking for ways to transition their practice from an 80 hour per week business to a lifestyle business allowing for a partial, or full time, retirement.   We understand how to build your practice to support your lifestyle without needing to be "in the office" to still be in touch with your clients. 

Expert Consultants

Our local, trusted, friendly consultants want to work with you to build your firm into your masterpiece.  Our boots on the ground approach is key to helping you take advantage of our resources and exclusive programs.  

Expert Consultants

Our local, trusted, friendly consultants want to work with you to build your firm into your masterpiece.  Our boots on the ground approach is key to helping you take advantage of our resources and exclusive programs.  

Business Ideas

Our best ideas come from top producers just like you, as well from our own experience as Top Producers in the field.  We bring these ideas to your office to help you increase your revenue.  

Business Ideas

Our best ideas come from top producers just like you, as well from our own experience as Top Producers in the field.  We bring these ideas to your office to help you increase your revenue.  

Speedy Support Services

We live in an ever changing, technology driven world.  We know it is crucial to respond to your requests quickly.  Our team has some of the quickest turn around in the advisor support industry today. 

Speedy Support Services

We live in an ever changing, technology driven world.  We know it is crucial to respond to your requests quickly.  Our team has some of the quickest turn around in the advisor support industry today. 

Case Design Services

"I have a guy" is quite common to our team.  We know every client is different, and each solution needs to be tailored to their specific needs.  Our Case Design Services Team has decades of experience creating proposals for advisors.  We pull the best solutions for your case from the over 50 companies that we work with.  Our technology allows us to know we are putting the best solution forward so you can be confident in working with your prospects.  

  • Annuities
  • Life Insurance
  • RIA Solutions
  • Mutual Funds
  • ETFs
  • SMAs
  • Medicare Solutions
  • Final Expense
Separate workplace cubicles with different people sitting at them in open space of modern office

Our Consultants
Can Help You Achieve Your Objectives & Goals

Our team is with you every step of the way.  We help you make wise choices with your marketing dollars, pick the right products to win your prospects' business, explain your value to solidify your pricing, and transition your practice when the time comes for you to retire.  

Marketing
Your
Practice

Button

Pricing
Your
Services

Button

Picking
The Right
Products

Button

Selling
Your
Practice

Button
Social networking concept. Global business. Crowd sourcing.

World Class Brands
& Concierge Service

The old "One Wholesaler to One Company" model is dying.  Getting daily calls and emails from Internal Wholesalers to persuade you to set a meeting, only to be presented with "100 reasons to use my 1 company" is inefficient use of your time.

We have created the Amazon Prime of Financial Distribution.  Our team is your one-stop shop for Top Products in ALL categories of your business, serviced through One Awesome Concierge.  

No more making 5 calls to wholesalers so you can compare products side-by-side.  No more calling 3 different companies to piece together a plan for your client.  You can make one call or email and have access to the Top Products in Every Category, then put your focus back on revenue producing activities, or get out of the office and enjoy your life while we compile your business-winning presentation.  Victory.    

0 +
Product Sponsors
0 +
Different Products
0
Streamlined Platform

GALVANIZE MASTERMIND

Learn From Top Producers,Key Stories Words And Phrases That Close, RIA Solutions, Mutual Funds, ETFs, SMAs, Medicare Solutions,Final Expense

van-mueller_clipped_rev_1
Guest appearance
FEATURUNG

Van Mueller

August 15th - 17th, Phoenix Arizona

Days
Hours
Minutes
Seconds

  • Learn From Top Producers
  • Key Stories, Words, And Phrases That Close Business
  • RIA Solutions
  • Mutual Funds
  • ETFs
  • SMAs
  • Medicare Solutions
  • Final Expense
Attend Event

Corporate Partners

demo-attachment-66-client-3@2x@2x
demo-attachment-67-client-4@2x@2x
demo-attachment-68-client-5@2x@2x
demo-attachment-65-client-1@2x@2x
demo-attachment-70-client-9@2x@2x
demo-attachment-69-client-7@2x@2x

What Do You Want to Achieve Today?

We have the Resources, Solutions, and Connections to help you get it done!

CONTACT US