HOW WE HELP ADVISORS
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
The FAN Experience
The financial services landscape has significantly changed over the last two decades.
Independent RIA and Asset Management
Through FAN’s independent RIA and access to over 100 professional money managers, you have significant choices to offer your clients.
Succession and Acquisition Planning
No matter what stage of maturity your practice is in, FAN can help you plan for the next phase of your business.
Business Development and Advisor Coaching
FAN is in the business of helping financial advisors run their businesses like a business.
Compliance and Supervision Support
The regulatory and compliance environment is ever-changing.
Insurance Services
Through your partnership with FAN, you will have access to industry-leading insurance products and competitive payouts, along with case specialists.
LET'S EXPLORE YOUR OPTIONS TOGETHER
ADVISORS WE WORK WITH
We are dedicated to professionally supporting, educating, and providing informed direction to each and every advisor we work with.
Independent Advisors
We will review product offerings and evaluate opportunity for conversion to fees, introduce our process of financial planning to increase value to client, Leverage GO technologies to increase operational efficiency and reduce cost, and implement business planning to achieve optimal growth.
Captive Advisors
We will help you create and implement business plan and business structure, focus on fundamentals of being a business owner and leverage platform solutions for a lower cost alternative.
Specialist Advisors
We help provide product analysis to identify optimum product offerings, leverage economies of scale with our established RIA or BGA, and identify opportunities for partnering or expansion.
