As the financial services industry has grown more complex, many advisors have expanded their practices through partnerships. Some have wanted innovative investment strategies to meet their clients’ needs for income and better risk management. Others have looked for a platform that would offer a full range of products that support their business development. For these advisors, Partnervest has become the partner of choice.
What makes a firm a good partner? Certainly having the right products and services is important, but it is just a starting point. Advisors also want a partner who understands their clients’ needs, can support the advisor on an individual basis, and is reliable and highly regarded.
If your practice could use that kind of partnership, consider Partnervest. This site has more information on our Investments, Advisor Services, Practice Management and more.
Contact Us for a one on one consultation at 888-991-9969