We help our financial advisors build and market their practices by providing co-op dollars for use in marketing, branding and business development. Our co-op contributions are based on the advisor’s previous year’s net sales.
This program is uncapped and can make a meaningful difference in your ability to promote and grow your business. The great thing about it is that you get to decide how the money is spent. Your options for investing your co-op dollars include advertising, collateral material, trade shows and newsletters – whatever you feel works best for your independent practice.