Raising awareness about the independent difference
Educating investors about the independent difference
Investor awareness of the independent difference is an important first step. Helping them understand the benefits of working with an independent advisor is the next. That's why the national advertising campaign drives high-net-worth investors to the Independent Advisor Learning Center. Here, they can learn more about the benefits of working with an independent financial advisor and find independent financial advisory firms near them.
Declare your independence
In order for investors to connect with an independent financial advisor like you, they have to know where to look. That's why we created an advisor directory on the Independent Advisor Learning Center, where high-net-worth investors can find independent financial advisory firms in their area.
Explaining the independent difference
Need a compelling brochure for your prospect kit or valuable insights for prospective clients? You're in the right place.
Leverage these ready-made marketing materials to help educate prospects about the value of working with an independent financial advisor: