Every practice is unique. AAG provides customized support solutions to boost your success.
As part of the AAG experienced network of financial planners, you benefit from:
As a part of a group of successful, independent financial professionals, you have access to what it takes to succeed, while maintaining your specific, unique vision.
AAG is a respected leader in the financial services industry. As part of our network, you can access unparalleled support, knowledge, and processes to help your business development and growth.
You have more time to devote to your clients and their needs, thanks to AAG's full-service back office. Our administrative staff helps you with it all, from marketing and business development to out-of-town coverage.
Whether you require help with basic compliance oversight or need assistance to achieve your goals, AAG's model provides assistance and know-how to support your practice's operations and plans.
Your AAG membership means your clients have access to Cetera's AdviceWorks, which offers a holistic view of their current situation, goals, and the in-between journey.
This web-based platform allows your clients to see all of their accounts in one place, while measuring their progress in real time. The result is that your clients stay on track, and know exactly where they are.
As an independent financial planner, others in your field could be considered your competition. But we take a different approach; we focus on the collective potential. We also embrace the idea of family.
This means you can get assistance from each other, through taking part in weekly consults, two-day conferences, and quarterly study groups. We also have fun; golf, humor, and celebrations help support our family environment.
So while you're independent, you're not alone.
Learn how our highly successful model, with its family-focused foundation of collaboration, customized tools, and resources, can help grow your business while serving your clients and supporting your independence.
Contact us for a no-obligation meeting, today.