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Your Enterprise Needs a CEO Are You Ready?

Develop the skills to grow a successful business while continuing to serve your relationships as a financial advisor.

Be the CEO Your Business Needs

Think like a CEO and scale your influence and impact across your enterprise. With a disciplined approach, you can lead your business and the relationships you serve in a manner that:

  • Achieves results
  • Enriches your role as a servant leader
  • Releases you from typical distractions and constraints

    For over 30 years, we have prioritized the personal and professional growth of independent advisors seeking more out of themselves and their enterprise. Connect with us to discover how you can take the next step in your path as a successful advisor and CEO.

    See if You're CEO Ready

    • Are You Really Independent?

    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 Whitepaper

    Built By and For Financial Advisors

    We love being contrarians in an industry where the status quo has gone stale. We believe in purpose, love, relationships, and the freedom that puts people and values first. Built by and for advisors, by advisors, our best-in-class solutions, True Service commitment to excellence, and our culture make us different than any RIA-B/D you've ever met.

    Our Story

    Learn More About Founders Financial

    Envision Yourself with a True Partner

    We 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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