The Financial Services Network comprises a highly specialized group of business, investment and compliance professionals dedicated to serving the needs of an elite community of independent financial advisors. United by a common bond of excellence and sharing the desire to elevate their practices, our advisors partner with us in the pursuit of growth, efficiency, acquisition strategies and seamless succession plans.
One size does not fit all. Our Business Consulting team collaborates with you to build a personalized plan tailored to your business goals and objectives in the areas of growth, efficiency, practice acquisition and succession. We offer thought leadership, model management and trade execution services through a fully customized engagement.
One size does not fit all. Our Business Consulting team collaborates with you to build a personalized plan tailored to your business goals and objectives in the areas of growth, efficiency, practice acquisition and succession. We offer thought leadership, model management and trade execution services through a fully customized engagement.
Services
Our primary goal at The Financial Services Network is to be the foundation and support for your independent practice. Many advisors associate the word branch with working for another advisor or branch manager or entity. At The Network, we built our business model around preserving and strengthening your independence and letting your entrepreneurial spirit thrive.
Are you worried about the economy or the markets staying healthy? After a year and a half of uncertainty, investors no longer can rely on antiquated models to asses risk. Q Methodology utilizes advanced technology and engineering to formulate better optimization models, enabling clients to clarify and manage their.
This month at The Network, we're celebrating two colleagues, Lauren Abais from Compliance and Patrick Leiker from our Business Transitions team. Patrick celebrated his first anniversary, and Lauren just hit her fifth! Living in Los Angeles, Lauren says it was so surreal not having to commute to work.
The Financial Services Network was founded in 1984 as a study group of top advisors brought together by our founder and chairman emeritus, Jim Herrington, to exchange ideas and share best practices. Jim identified the need for independent financial planners and investment advisors to network with their peers, and in creating the original Network, he drew on his personal production experience.
As an independent advisor, you may feel like you're this close to having the business of your dreams, but there's just one thing holding you back. Maybe that thing is technology integration. Maybe you spend too much time dealing with your broker-dealer or custodian. Maybe you want access to higher quality educational opportunities.
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