Five Ways Flagship Harbor Advisors Adds Value to Your Independent Practice
1. Run Your Practice Your Way
We’re here to support you and help you succeed.
Your business is your business, and the equity you build in it belongs to you alone. We don’t look over your shoulder. We will never call your clients or tell you how to conduct your business. As an affiliate of our firm you’ll enjoy complete autonomy to choose the type of practice you want, to pursue the type of client you want and to create the revenue model that suits you best. You can utilize the products and services that best suit your clients and you have the freedom to choose the advisory platforms that fit the best.
2. Focus on Your Clients
We handle compliance and recordkeeping.
For many advisors considering true independence, the onus and responsibility of dealing with FINRA and SEC compliance and other regulatory requirements may be challenging. But it’s easy to get up and running with us. We take care of compliance and recordkeeping so you can focus on providing exceptional service to your clients and meeting with prospects to grow your business.
3. Start Strong on Day One
Your office is ready and waiting for you or we can help you set up your own.
Finding and leasing office space, buying or leasing furniture and equipment, contacting communications providers, installing computers and network connections— the details of setting up on your own can keep you from the real business of serving your clients and prospects. When you affiliate with our firm, we can help make sure you have everything ready to go on your first day. If you work from the main Boston office or your join an existing branch, your phone, internet, and office amenities are connected and ready to go. Scanning, copier, fax— all the infrastructure is there. Just show up and get started. Or, if you have a vision for your own office, we’re here to guide you.
4. Control Your Expenses
You can save money by working with us.
Advisors are often concerned about the expenses of running a financial advisory practice on their own. When you join us, your costs will be predictable and you can save money. If you choose to operate your practice within one of our office locations, you will benefit our economies of scale. However, if you choose to open your own office, we are happy to share our experience, consulting with you on the most efficient and effective ways to establish and run a profitable office.
5. Share Some Good Ideas
You benefit from our experience.
We’ve learned how to get things done in the smoothest way possible for our advisors, and our size gives us additional clout. We’ve built strong relationships at LPL Financial and with other entities.
Working in a collegial environment with other advisors and sharing ideas and information will also help lift your business. You’ll benefit from the knowledge and experience of your colleagues. Your clients and prospects will gain confidence when they meet you in an impressive office, surrounded by other professionals.
If you think you’re ready to go independent with Flagship Harbor Advisors, call David J. Kaufman today at 857-350-4229.
