Corporate Programs

The Challenge

Helping your advisors understand and manage the value of their business is becoming an increasingly important part of retaining and attracting top advisors, as well as helping them sustain growth. With the average advisor age now exceeding 55, providing turn-key solutions, information and support is more important than ever. To help our broker-dealer and custodian partners, we have created three distinct solutions designed to help firms of all sizes and needs:

Joint Marketing Affiliation

We know that providing your advisors with trusted resources and information is an important role that many BDs and custodians fill. Our Joint Marketing Affiliation program will provide you the acquisition/succession partner you need to help your advisors start to understand their choices and opportunities. We will work together to begin raising awareness through cohosted webinars and events, as well as provide your advisors with other special benefits. This solution allows you to provide your advisors additional benefits and resources at no direct cost to your firm.

Licensing Agreement

For firms that want to develop or provide their own internal resources and support, SRG can create a custom tailored program to help you with a variety of initiatives. We can assist you with the creation of custom or co-branded whitepapers and articles, hosting workshops, surveys, internal strategic planning, webinars, contracts and other resources to help your firm and your advisors with acquisition and succession issues and opportunities.

Succession Platform

SRG’s member’s only area Succession Platform will provide your advisors with online access to an expanding and comprehensive array of resources for their use. Resources include access to short educational video content, articles, whitepapers, checklists, form contracts, and annual valuation. The tools and information on the site will provide advisors with everything they need to assist them with succession and acquisition needs. For firms that want to develop or provide co-branded resources and/or support to their advisors, SRG can be retained to provide ongoing support to your firm to develop customized solutions, resources, or programs to assist with a variety of initiatives.

Network Solution

Our full-service solution provides you and your advisors access to experienced consultants and a support team, with the ability to answer their questions and address their concerns, all while completing their projects quickly and effectively – at no direct cost to them (or at a subsidized cost). Once retained, SRG will be available to your advisors as needed. We’ll work with you to proactively develop appropriate communication campaigns to begin raising awareness of this new benefit and importance of the topic. SRG provides the following benefits to broker-dealers and custodians under our Network Program:

  • Affiliated advisors receive access to SRG and its resources
  • Periodic surveys of affiliated advisors to be used in planning and articles/white papers
  • Monthly/Quarterly updates on advisor network status
  • Develop and host online repository of executed plans and key information for tracking and reporting
  • Host educational webinars and presentations at company conferences
  • And much more…
Get Started!

Want to learn more about our Firm Affiliation Programs?

Click here to complete the program request form.