How ÃÛ¶¹ÊÓƵ empowers financial advisors for the long term

The support you experience from day oneÌýnever stops,Ìýwith an industry-leadingÌýprogram to reward loyalty overÌýtime for theÌýpractice you spend yearsÌýbuilding.Ìý

View testimonials featuring recently joined ÃÛ¶¹ÊÓƵ advisorsÌý

 

ALFA

 

Teaming

The ÃÛ¶¹ÊÓƵ Aspiring Legacy Financial Advisor ProgramÌý​

Transition your business on your terms

The ALFA (Aspiring Legacy Financial Advisor) program is one of the most competitiveÌýtransitonÌýprograms in the industry, designed to help you transition on your terms.Ìý​

FindÌýout how you can transition your business with our ALFA program

Teaming and succession planning

Ìý

The ÃÛ¶¹ÊÓƵ teaming difference​

Find out how our ÃÛ¶¹ÊÓƵ Signature Team platform works and why the advisor team model is so important to us.​
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Discover how our advisor team model can power business growth

ÃÛ¶¹ÊÓƵ succession planning

A road map to growing your business

Our succession planning framework guides you each step of the way, from building the foundation to transitioning client relationships successfully.

Discover how our succession planning framework can drive your business growth

ÌýTo explore if ÃÛ¶¹ÊÓƵ is the right fit for you, submit your contact information.