PFG Financial Advisor Support Services
Resources & Benefits
Regardless of the MODEL you choose, our professional team is focused on helping you accomplish both your personal and practice goals. We offer a premier menu of competitive benefits and resources:
- Retirement planning - a “retirement package” which may include a multi-year payout on recurring revenue.
- Succession planning – PFG has the means to be a cash buyer of a book of business to help advisors in distress take care of their families. Financial advisors who are proactively planning their succession will appreciate PFG’s assistance in recruiting potential candidates and/or assistance in structuring a deal aligned with your goals.
- Estate planning - a full Estate Plan package is provided at a significant discount to assure your family is protected.
- On-site training and development assistance - help for financial advisors to quickly learn the technology tools available to them.
- Business development – including best practices sharing, goal setting, coaching, networking opportunities, workshops, marketing services, and continuing education.
- PFG Advisors Hybrid RIA model – provides financial advisors with the potential to access multiple custody platforms, including TD Ameritrade and Charles Schwab & Co. Clients will view this as an upgrade over a single custodian option.
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