Welcome to the Alliance Advisor Network
Are you a financial advisor looking for supported independence and flexibility in your career?
Our unique process offers the ability to be independent but not alone.
We take the pain out of independence by providing leading technology and resources, allowing you to focus on fostering strong client relationships and providing tailored solutions for their unique needs.
CORE MODEL
JOIN THE SWP TEAM
- Leverage the strength of the Strategic Wealth Partners brand and receive leadership coaching and development.
- Enjoy staff support and the opportunity to team up with Strategic Wealth Partners.
- Increase your revenue and GDC percentage based on year-over-year growth and performance.
- Decrease operational expenses by leveraging the group.
- Strategic Wealth Partners Advisors also provide a succession plan for death and disability to back each one of its Associates.
ALTERNATIVE MODEL
INDEPENDENT AFFILIATION
- Receive coaching to take your business to the next level.
- Benefit from being independent but not alone, with access to mentorship with other top financial planning firms and the sharing of resources for scalability and cost-effectiveness.
- Take advantage of turnkey back office solutions to get you up and running quickly and efficiently, including staff role and responsibilities models, pre-built processes and workflows, and HR solutions such as an employee handbook and teaming/non-compete documents.
- Transition and transition assistance offerings are also available.
Take control of your career and achieve success as a financial advisor
Join the Alliance Advisor Network today and access our leading resources and support. Schedule a call to learn more and see if our network is right for you.