Financial Institution Program Management

At PFG, our goal is to be your most valuable resource. Whatever the need, we are here to help. You can count on us to respond to your questions and requests in a timely and thorough manner. Our team is available to assist you in the day-to-day management of your investment, insurance and estate planning programs, or in evaluating your current program.

 

A thorough process for identifying your program needs and goals

One size fits all is not an option—we understand that each institution has a unique vision based on its demographics. Our products and services are customized based on the needs of your institution, your clients, and their financial goals.

 

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Step 1: Understand Your Goals

Before any recommendations are made, we work closely with you every step of the way to develop the most appropriate course of action. We will discuss your objectives and vision for the financial planning program while identifying concerns that need to be addressed.

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Step 2: Deliver Customized Solutions

We will present a detailed analysis of your current situation with recommendations to enhance the products and services offered to your customers or members. We will also develop strategies to help increase non-interest income by educating your customers or members and personnel.

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Step 3: Refine Strategy

The process doesn’t stop there. We will continue to monitor, evaluate, and communicate best practices and solutions to help your financial planning program succeed.

 

Compliance Supervision

At Priority Financial Group, compliance supervision is performed by non-producing FINRA Series 24 registered principals. This allows our Office of Supervisory Jurisdiction (OSJ) staff the time to provide the high-quality service, oversight, and advice your organization and financial advisors deserve. We are committed to focused and resourceful supervision that will in turn help your advisors provide the quality advice financial institution clients expect. Unlike the other’s 800#  “supervision”, we proactively communicate with advisors and know their business practices. We take a hands-on, proactive, and diligent approach to meeting the specific needs of individual advisors and their associated investment platforms.

 

Business Development

  • Marketing | PFG delivers a customized workshops, campaigns, and pre-approved content to help Advisors and Institutions meet their growth goals.  We also generate unique strategies to help you stay ahead of the competition based on our innovative culture and years of experience. 
  • Recruiting | PFG helps attract and retain quality advisors, conducts candidate screening, and assists in the offer and negotiation process.
  • Training | PFG ensures advisors move from good to great by providing ongoing product and practice management training.   The training team targets the needs of each Advisor to ensure they ramp up quickly and evolve with the industry.

 

Learn more about how PFG can help you and your organization offer a robust and competitive program tailored to your institution and clients. Contact us.