From The Desk of Paul WoodFounder: Agility Advisor GroupDear Financial Advisor,If you want to go independent, then you're probably fed up with sales quotas, low payouts, compliance headaches, and marketing strategies that just don't work.I know, because I've been there. I know what it's like to be stuck at a big name firm. Feeling like it will never get any better. Or worse, being too afraid to take the plunge and finally go independent because you've heard the horror stories from the "company guys" who are convinced you'll fail.Which for many, is true.If you don't transition correctly you can lose clients, take months before you're ready to market again, or worse, have legal issues derail the whole process.But, that's how it has to be.Because I did it.When I transitioned I started emulating the billion dollar independent firms who already had what I wanted. Flying past $100 million AUM and today, past $1 Billion in assets.All because I was willing to take the leap and learn the real systems for success.That's why I'm looking for other advisors to join us who are ready to be their own boss, who want freedom, and less stress.Which is exactly what happened with Eleven Atlantic. They grew their book by over $70 Million in AUM their first year using our systems and are on pace to become a power house firm in their area.That's why we built our White Glove Experience. Because you get all the benefits of going independent without the headaches and horror stories.- We take the transition burden off your shoulders and give you plug and play systems that make it seamless.- We show you how to bring over all your favorite clients, and leave the headaches behind.- We handle all the heavy lifting so you can stay focused on working the system.- We help you ramp up your marketing efforts within weeks, not months, so you can start growing quickly.
That's how we help you grow. Ready to go independent the right way?Then call us today.