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Emerging Adviser Opportunity

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The landscape of the Financial Services industry is rapidly changing and we are at the front lines of that change.  Our Emerging Adviser program for you to have success right away.  We provide you the training and resources to build a successful career in the Financial Services industry. 

Our program focuses on preparing you to market your business.  We do this by teaching you how to go through the sales process and receive practice-building knowledge and experience to build a solid financial practice.  This training will provide you with tools to be able to help your clients realize all of life's possibilities with a sound financial plan. 

Here is an overview of our Emerging Adviser program:

Get Licensed & Obtain Designations

Enhanced Curriculum & Training

Mentorship Opportunities & Team Building

Individual Marketing & Business Plans

Our Emerging Adviser program starts with you gaining an in depth knowledge of what your market looks like.  Having a target market is extremely important, especially for someone new to the business.  We have a turn-key process that provides you with:

  • Your Natural Target Market
  • Sales Concepts & Marketing Materials Available
  • Consumer Behavior Data
  • Top Local Businesses in Our Area
  • Steps Involved in Successful Target Marketing
  • Prospecting List
  • 30, 60, 90 Day Marketing Plan
  • Journey Building
  • Social Selling Playbook
  • LinkedIn Best Practices

You will have the support from our team to help start building the skills needed to launch a successful career in the Financial Services industry.  By offering a comprehensive, hands-on training program and unparalleled professional support, we are leaving nothing up to chance. 

You will work with our Director of Adviser DevelopmentChief Operating Officer and Marketing Director to get started with our Model Adviser Career Roadmap.  A successful practice does not happen overnight and we are here to help you every step of the way to make sure you are setting yourself up for success through continued education, practice management support, hands-on training and marketing assistance. 

Skeff Bisset

Skeff Bisset

Director of Adviser Development

Donna Rich

Donna Rich

Chief Operating Officer

Kelly Andersen

Kelly Andersen

Marketing Director

Professional Development Opportunities

Have you ever considered botaining a CFP or a ChFC designation? Here is your chance!

We are committed to helping you become a master of your craft.  Through our partnership with the American College, you have the ability to keep learning and obtain different designations that will give you an advantage in the market while giving you the knowledge to better help your clients.

Our partnership with the American College, you are able to receive reimbursement for the courses and materials for each course that you successfully completed.1  

1 Certain limitations may apply

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