- Grow Your Practice
- How It Works
- Getting Started
- Ongoing Support

Professional Affiliation Program

We provide financial services business development that empowers you, while at the same time giving you the experienced support you need. Our process includes a proprietary business development method that enables you to control how you introduce services. This approach does not require you to become a sales person. Rather, you coordinate access to expertise that supports you with analysis, presentation of findings, avenues for possible implementation, and periodic review. Your clients benefit from having their trusted advisor coordinate the use of this financial expertise for them.

Our program makes it possible for you to manage your client relationship; you can diversify your practice and grow your current revenue streams rather than referring this business elsewhere.