Aren’t you tired of being a pawn in someone else’s game — impacting you, your business, and your clients? It’s time to gain your interdependence and uncover what growth, stability, and relationship really mean.
Some broker-dealers have forgotten that they are a means to helping advisors achieve their dreams...not the other way around.
Your broker-deal (aka partner!) should help you reach your dreams personally and professionally. Do they see you as a valued relationship beyond your assets under management?
Don't discount your independence and hurt your relationships for short-term promises.
Own your freedom and the right to choose a partner that is stable and operates with your best interest at heart. For decades, our mission has been to positively impact the lives and professions of those we serve.
Liberate yourself by removing obstacles, boosting productivity and efficiency, and adding great connected experiences so that you can love your business and focus on the relationships you serve.
Enterprise Operating System
Unite your business operations for the ultimate level of freedom. Everything you need (and we do mean everything!) to run, support, manage, market, and prepare a modern wealth management enterprise.
Lead your business while learning to grow and cultivate relationships through proven systems focusing on yourself, those around you, and the needs of your enterprise and community.
Strategic Enterprise Program
An intimate pathway and experience that guides advisors to reach beyond limitations so that they can unlock their inner CEO and lead themselves, their business, and those they serve.
Do you have a partner or a processor? The idea of being truly independent might make for a great story to financial advisors, but it doesn't tell the full truth about the relationship between the advisor and the broker-dealer. The real structure of the business relationship between an “Independent Representative” and an “Independent Broker-Dealer” is actually an interdependent one. Download the insightful take from the thoughts of Founders Financial CEO Brad Shepherd, and discover why an interdependent relationship is a true path to partnership.
Download the WhitepaperWe believe it is vital to understand what is important to each financial advisor and their business, just as you do with your clients. This level of knowledge allows Founders to be supportive to the growth of your enterprise and help to promote the achievement of your firm’s goals and dreams.
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