We understand the needs of established financial advisors as our operation is specifically designed to serve advisors that are established or in transition. Therefore, Allgen offers three different ways to join our firm based on your needs.
Are you looking for a more progressive thinking organization and a team-based approach to financial services? Allgen’s approach to serving and acquiring clients is done by involving a cross-functional team of financial experts. Therefore, if you are looking to move away from the large corporate environment, but don’t want to do everything required to operate an RIA, this might be a great option for you to consider. Contact us today to discuss your specific situation.
Advisors are not always looking to completely remove themselves from the financial services industry when they are ready to retire or move on to another career opportunity. Most advisors care deeply about the welfare of their clients. Therefore, we know how important it is to find the right company to help manage your clients through a major transition.
Allgen has purposefully created a hybrid model for transitioning your business. Instead of just selling your book of business to us or another firm, we have designed a way for you stay involved as much or as little as you desire until you feel comfortable with making a full transition. The major benefit of the hybrid model is to remove you from all the day-to-day responsibilities of managing a client base, but still remain involved in the critical things to ensure client retention. For those advisors who have an established client base, but want to have less day-to-day involvement, Allgen would like the opportunity to discuss your situation.
Are you in financial service provider such as a CPA, actuary, or consultant but don’t offer market related investments? Or, Do you provide legal services such as Estate Planning or Business Planning? If you answer yes to either of these questions you may be eligible to be a Strategic Professional Partner with Allgen. As a Strategic Professional Partner, you will be on Allgen’s referral list as trusted advisor in the community you serve. Also, you will have the option to establish an additional revenue stream by referring clients to Allgen for market related investing. If you are interested in becoming a member of our Strategic Professional Partner Program, please contact us today.