KBA Associate Member
We work with forward-thinking, community-minded banks and credit unions who aren’t seeing the results they want with their current systems and want more out of their investment division, themselves, and their employees. They desire a broker/dealer who can provide executive leadership, personalized support, and superior sales coaching to their financial advisors.
Through our sales consulting, strategic planning collaboration, advisor training, and total transition support, in addition to regular broker/dealer services, we help them grow their non-interest income and protect them from customer attrition by helping them remain a full-service financial solutions provider.
Our size and exclusivity allow us to provide personalized, focused attention and support to our partners. We are invested in their success and dedicated to helping them grow if they are willing to match our effort and expectations.
We manage over $1.6 billion in assets for more than 35 financial advisors representing tens of thousands of retail clients. Thirty percent of the Top 10 bank investment services programs in Illinois are our partners. We are on a mission to transition more like-minded partners across the U.S. who want to remain profitable and deliver shareholder value well into the future.
Give us a call today to learn how we can help you get more out of your investment services division.