Being independent does not mean being alone.  We believe the most effective method for growing our business is to help you grow yours.  By implementing a coordinated series of complete business development workshops, we have designed a practice management program with one goal in mind, to help you build your business.

We believe the best financial advisor is an educated one.  Throughout the year, in an effort to provide our advisors with high-level educational experiences, we offer advanced workshops designed to provide in-depth education on a variety of timely topics.  These workshops focus on several important areas and are designed to introduce new strategies and concepts that will allow our advisors to build their business more efficiently.  This year we will be holding workshops on the following topics:

• Brokerage Services & Technology
• Advisory Services
• Asset management
• Financial planning
• Insurance planning
• Compliance
• Alternative Investments
• Estate Planning

Most importantly, our meetings offer a unique opportunity to share and exchange valuable intellectual capital with other successful advisors and earn continuing education (CE) credits.


If you would like to learn more about our practice management program, please contact  Adam Erickson or call 800-971-2440.