Because you deserve a business partner who can unlimit your ambition.
As a member of The Collective, you have access to a curated portfolio of premium practice-accelerating services, strategic resources, and personalized partnership that amplifies your vision and enhances every experience. Led by in-house experts who know your business inside and out, this exclusive circle empowers you not only to scale and thrive, but also to get back the most valuable resource of all: time.
Personalized solutions to help you attract new talent, elevate, align, and reward your existing bench.
Access a trusted network of pre-vetted executive recruiters and headhunters who specialize in financial services. Save time, avoid costly missteps, and connect only with partners who understand the caliber of talent your practice demands.
An employee handbook provides clarity and consistency, legal protection, and cultural alignment. We’ll work with you and Paychex to help craft a handbook that’s perfectly matched to your team’s needs.
+ Results Interpretation
Refine hiring, sharpen communication, and cultivate a culture of excellence through tailored personality and behavior assessments for the entire team.
Effectively manage your workforce with an all-in-one HR, payroll, and benefits platform powered by our relationship with Paychex.
Facilitate your employees’ insurance and/or securities licensing preparation and exam completion through no-cost exam-prep materials.
Bespoke insights and growth guidance that optimize your practice today to make it resilient for tomorrow.
As your in-house business consultant, we provide insights on team compensation and structure, recruiting opportunities, client opportunities, financial modeling, and more.
Our valuation goes beyond industry formulas, blending financial performance with client demographics, growth potential, and market positioning to reveal your practice’s worth today and a vision for its future.
From discovery to integration we’ll partner with you to ensure that each relationship strengthens your practice, amplifies your impact, and positions you for enduring growth.
We ensure every detail of your practice’s continuity is considered: smooth ownership transitions, next-generation leaders, and preservation of vision, culture, and legacy.
This is “client-obsessed” at a whole new level. Elevate their experience, exceed their expectations.
Fee-Based Financial Planning Consultation
+ Paraplanning Access
Our in-house paraplanner is an extension of your team, handling research, data gathering, scenario modeling, and preparing plan drafts—so you can focus your time on client relationships, strategy, and growth.
Gain tailored insights, identify creative solutions, and ensure every angle is considered through pre-submission consultation with our dedicated new business partners.
Gain a distinct edge in navigating your clients’ complex wealth, tax, and estate needs through an exclusive collaboration with our vetted team of Advanced Planning attorneys specializing in trust planning, business succession strategies, and tax mitigation.
Accelerated turnaround time and increased likelihood of favorable outcomes: your most complex cases get the white-glove treatment through access to our in-house concierge underwriter.
Create the kind of operational efficiencies and team alignment that builds loyalty and helps your employees thrive.
We take a deeper dive into selecting and configuring the MM platform to fit your practice—optimizing the available tools and empowering you to use them strategically.
We’ll evaluate your processes and platforms to understand whether you have the right tools and resources to run your practice at optimal levels, and whether your team is maximizing each tool’s potential.
Clarify your vision, increase focus and accountability, and get your whole team on the same page with EOS, a set of proven concepts and practical tools to help you get more out of your business. We provide guided access to “EOS 101” to acquaint you with the system and its tools at no cost including meeting facilitation, org chart creation, and more.
Make every action carry further and maximize return on your time, talent, and resources.
Improve the engagement and performance of your new advisors with an in-depth evaluation of your current onboarding and training systems that identifies strengths, gaps, and opportunities for improvement.
This confidential, high-level peer network puts our best and brightest in one room (virtual or otherwise) to share expertise, workshop big ideas, and gain valuable perspectives.
Our signature “Shark Tank”-style initiative, providing investment capital and business guidance to help launch your next big idea into reality.
In-house support and funding for you and your marketing team that propels your branding, campaigns, events, and digital presence.
Evaluate every touchpoint of your identity, from messaging and visual presence to client experience and market differentiation to identify strengths and blind spots, and deliver a clear plan to refine your brand.
Put your signature on events, client gifting, trip-planning, or culture-building moments. Strategic, scalable, and fully managed— no Pinterest boards required. Experience Design
The “phone a friend” option when you need to delegate the daily noise. Multiply your brainpower on everything from contract review to high-level strategy to so you can stay focused on what you do best.
We’ve seen a thing or two when it comes to office space. Our real estate and lease review gives you a second set of eyes on properties and agreements, so you know the right questions to ask your broker or lawyer.
Through our relationship with Chief Outsiders, you get on-demand access to experienced C-level leaders—strategists, marketers, and growth experts—delivering executive expertise without the full-time commitment.
Experience additional, elevated support in these key areas:
• Allowance reporting + special allowance payments
• Payment plans for chargebacks/debts
• Team occupancy deals for advisors in core offices
• QBIC and agent valuation notices
• Documentation for allowances
• Prospective portfolio review
• Wealth management WMS book of business review
• Invitation for marketing staff to join their peers in a firmwide study group
• Simple collateral creation
• Access to elite partner vendors to enhance campaign execution
• Priority response and turnaround
Training + Development
• Individual activity and language coaching
• Tailored onboarding experiences for staff hires based on individual roles and needs Operations
• Inforce case escalation
• Cycle time and NIGO reduction New Business + Underwriting
