Experience, Knowledge and Personal Service

Financial Institutions

For more than 20 years, Priority Financial Group (PFG) has assisted financial institutions in building and elevating their investment and insurance business. PFG is proud to offer a hybrid RIA model, which is unique in a financial institution space. Personalized service from a nationally recognized team is paired with robust strategic partners that include:

• Securities America (Broker-dealer)
• Charles Schwab & TD Ameritrade (Advisory)
• Orion (Innovative technology tools)
• Salesforce (CRM)
• Fidelity or Pershing (Clearing and custody)

Clients will see your offering as an upgrade over a single custodian option and it will also help the advisor easily explain why he/she is joining your team.

• Compliance Management and Supervision (OSJ): Complete OSJ services which include ongoing compliance and practice management training as well as risk mitigation oversight of financial advisors
• Sales and Business Development: Annual business planning and goal setting, along with an integrated custom marketing calendar to help advisors reach their goals and potential
• Credit Union Staff Training: Ongoing conference series for advisor education and best practice sharing
• Advisor Training and Practice Management: Behavioral Financial Advice certification and Next Phase sales training through Securities America
• Turn-Key Program Management: Includes nationally recognized team of industry experts
• Advice Delivery Options:  Includes Schwab, TD Ameritrade and other national industry leaders
• Investment Services:  Retirement planning, estate planning, financial planning, asset protection, and money management
• Insurance Services: Group healthcare, life, LTC and Medicare

Not only do we serve institutions with a competitive platform, but we also serve their advisors with powerful sales and practice management solutions.
 

Independent Advisors

Priority Financial Group (PFG) was built by advisors, for advisors.  PFG offers a hybrid RIA solution and is advisor-friendly in every way. We offer affiliation choices ranging from a partnership as an independent advisor, or as an advisor associated with a financial institution.  Personalized service from a nationally recognized team is paired with robust strategic partnerships that include:

• Securities America (Broker-dealer)
• Charles Schwab & TDAmeritrade (Advisory)
• Orion (Innovative technology tools)
• Salesforce (CRM)
• Fidelity or Pershing (Clearing and custody)

PFG’s high-touch and proactive approach to advisor support encourages PFG advisors to have that same relationship with their clients. The PFG support model is designed to amplify success for financial advisors who choose to provide holistic advice and industry-leading solutions to their clients.

PFG offers Independent Advisors three different affiliation models to choose from:

• 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.
• Cross Platform Model - Take advantage of our unique cross-platform model that offers a new source of revenue from financial institutions AND continued equity and control of your existing personal book.
• Independent Model - Independent financial advisors joining PFG benefit from a leadership team who advocates for them around compensation, compliance and business growth. PFG provides a high payout, the best in growth and practice management programs, and business development resources.

Regardless of the model chosen, the professional team at Priority Financial Group is focused on helping quality advisors deliver quality advice through a program designed and built with choices and flexibility to help achieve success.

Ready to learn more? Contact us today.