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

Advisor Commenting on 2013 SSG Conference

Overall, working with SSG has been an absolutely fantastic experience and I am looking forward to growing my firm more with you!

Anthony Brinda

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