Join Our Firm

 We understand your concerns

As an experienced financial professional, you know what you want and what’s best for your clients.  We understand that you’re busy, want timely, straight forward answers, and proven business solutions.

Although there are many firms you can affiliate with, if you are like our top producers, you seek independence and expect top-notch service.  If you are seeking ways to expand your practice, and form alliances with experienced financial professionals, then consider making us your home.  We are a national integrated marketing organization of independent financial professionals who can support you every step of the way.

We understand being in business for our self, but not by our self.  We pool our resources and expertise to provide the best services to our clients.  Together, we create a dynamic win-win opportunity to thrive.

The Gateway Opportunity

The Gateway opportunity provides the ability to build an independent career, where you have complete ownership and control, yet have the support of a large marketing organization. We are a national, full-service financial marketing organization of high-level financial service professionals interested in owning and operating their own business and office location.

You can focus on what you do best: Your client relationships, their needs, gather assets, and build your business.

We will focus on what we do best: Supporting you. 

We will support you through efficient office systems, local regional meetings, business coaching programs, product training, products with top commission compensation, fee-based platforms, portfolio manager relationships, leading industry technology software, networking with other professionals, and years of experienced staff to help you build your business.

Through alliance partnerships, we provide access to hundreds of articles, sales ideas, and personalized marketing materials. Our senior planners and case design specialists can support you with product selection, client presentations, and at point of sale. We want to be your business partner and back office, so you can stay focused on building a relationship with your clients.

   Our Integrated Marketing Organization

By being part of our integrated marketing organization of professionals, you become a part of our dynamic team and benefit from the synergy created by your colleagues.  In addition to gaining experienced business partners, you become part of a professional family that supports you, celebrates your accomplishments,alerts you to new opportunities, shares proven techniques, and pushes you to new heights.

We understand the critical career decisions you may be facing. We want to make sure that you make the right choices. Here are some important points in considering our marketing organization:

First, we focus on understanding your practice, your vision, your markets, and your goals. Then together, we create a business model to help you grow the areas you desire.

We look at the technology systems you use and explore how they may be able to be enhanced for efficiency.

We help market you through press releases, announcements, and provide marketing ideas to use with your clients.

We have one goal: learn about you and your business needs. 

Together, we will create a personalized transition time line that fits your schedule and business objectives, with a detailed checklist to ensure we cover all tasks and leave nothing to chance.

We provide administrative support, educational training, and personnel to assist in tasks as needed.

We demonstrate compliance support through office reviews, record keeping systems, and back office support that will work to protect you and your client’s best interests.

We introduce you to the remarkable support and high levels of expertise you can access from our network of professionals.

We provide ongoing coaching, training, networking opportunities, one-on-one business development sessions, conference calls, and local meetings.

We provide assistance in preparing & executing an exit strategy succession plan. 

If you are looking to add representatives to your practice we will help recruit advisors for your office.

If you are looking to acquire another rep’s practice, we can help do the evaluations and customize a plan purchase for you.

We are a one-stop resource between the broker/dealer and product vendors.

Bottom-line, we are here to help you grow your business.

As part of our marketing organization you are in business for yourself, but never by yourself!

Business Coaching

Imagine: An ally who understands and advocates your needs and the needs of your clients, while simultaneously understanding the broker/dealer resources.  An ally to help you perform better than you would if left to your own devices.  An ally that helps take the things you already do, and show you how to potentially do them more effectively and with better results.

A business coach is someone who can successfully help you achieve your highest potential.  A business coach can help diagnose what needs to be done, provide time-tested processes for achieving better results, and help you implement them. A business coach should not ask you to do something they haven’t already done themselves, many times over.

Regardless if you need help with technical skills, practice management, business exit strategies, referral development, market programs, or simply monthly motivation, we provide the coaching and programs to help you achieve higher results.

 The unique relationship between you, us, our broker dealer and product partners delivers unprecedented opportunities to enhance your business.

Let’s join forces, build something extraordinary and turn your dreams into reality!