PFG Advisor Affiliation Models

Increased flexibility and support for the way you choose to do business

Offering three advisor affiliation models, PFG provides true flexibility and choice in how you affiliate with our team. 

1. Independent Model – independent financial advisors joining PFG benefit from a leadership team who advocates for them around compensation, compliance and business growth, and provides the following:

• High payout
• The best in growth and practice management programs
• Business development resources and networking opportunities
• The opportunity to operate under your own DBA (or leverage our established brand)
• Hands-on technology and systems training
• Succession/contingency planning and retirement packages

2. Cross Platform Model (FI & Independent) – Take advantage of our unique cross-platform model that offers a new source of revenue from financial institutions plus continued equity and control of your existing personal book.

• Opportunity to maintain practice equity through ownership of book of business
• Revenue generation opportunities by maintaining a separate financial institution rep ID with a competitive payout for leads furnished by the institution 
• Expenses will vary based on individual financial institutions and advisors
• Ability to leverage the established PFG brand as you build and grow your practice

3. Financial Institution Model – Enjoy new qualified leads on an ongoing basis with the freedom to focus on helping financial institution clients pursue a broad range of financial and retirement planning needs along with the following benefits: 

• Full access to group employee benefits
• No out of pocket expenses (financial institutions pay for marketing and broker/dealer expenses)
• Guaranteed base compensation

PFG Benefit Package Option: For advisors who want to maintain their independent book, but who also want access to group employee benefits, PFG offers a full benefit package. It includes:

• Group health package
• Assistance with office space and furnishings, computer equipment and technology, and other resources to help ensure you are independent but far from alone
• The ability to leverage the established PFG brand as you build and grow your practice