Practice Management
Running a growing RIA practice requires more than just client management and investment and financial planning. It also requires a focus on the operational aspects: managing staff, complying with regulations, marketing, and managing your P&L.
To help you successfully grow, SSG’s Advisor’s Advantage program gives you access to industry-leading providers at preferred pricing.
- Business services advisors need to run their practices, with access to many vendors at discounted rates
- Compliance services
- Software and technology
- E&O insurance
- Research
- Marketing and communications
RIA Who Transitioned from a Broker/Dealer
The team at Shareholders Service Group provides exceptional service. They have become partners in our success, helping work with clients in a timely and responsive way. The words “can’t” and “won’t” simply do not exist in their vocabulary. In my twenty-plus years in the financial business, I have never experienced this level of support.
Troy Daum