Why go at it alone when you can choose more freedom, flexibility and support?
Managing your practice shouldn’t be something you dread! That’s not why you chose a career in financial services. With PFG, managing your practice can be more enjoyable and fulfilling, especially when you can hand over the back-office responsibilities to experts in compliance and technology integration.
We’ll help you shift your focus back to your core skill-sets, provide the attention to detail your clients deserve, and manage the day-to-day monotony of important, but less enjoyable administrative work.
When you join PFG’s RIA you have access to a large infrastructure of support and a leadership team who advocates for you around compensation, compliance, and business growth.
If you are seeking a new home for your practice to flourish for years to come and expert partners to help guide you through the nuances of operating your practice, PFG is your last stop solution. Contact us today.
Choice of Affiliation Models
Independent Advisor:
PFG’s Independent Affiliation Model provides competitive payouts and a leadership team who advocates for you around compensation, compliance, and business growth.
This model is a great fit for advisors seeking an open architecture platform, training support and
a last-stop solution.
Cross-Platform:
PFG’s Cross-Platform Affiliation Model provides the best of both worlds: new sources of revenue from financial institutions plus continued equity and control of your existing book.
This model is a great fit for advisors who want to potentially earn a higher payout on their personal book and are seeking a regular flow of qualified client leads.
Financial Institution:
With PFG’s Financial Institution Affiliation Model, you enjoy new qualified leads on an ongoing basis with full access to group employee benefits.
This model provides you with the freedom to focus on working with clients without worrying about running a business or constantly spending time and money searching for leads.