Unlocking Freedom & Flexibility for Independent Advisors
Discover the Benefits of an Affiliation Model with Vertex Planning Partners.
The Challenge of Going Independent
Embracing independence in financial advising brings its own set of challenges. Many advisors hesitate to leave the security and resources of traditional firms, fearing the complexities of managing their own operations, compliance, and client acquisition. The prospect of navigating these waters alone can be daunting, posing a significant barrier to realizing the full potential of independent practice.
Meet the Affiliation Model
Our personalized Affiliation model presents an ideal solution, offering a balance between independence and support. At Vertex Planning Partners, we provide a platform where you can enjoy the autonomy of your independent practice, backed by our comprehensive support structure.
This model allows you to focus on what you do best – advising clients – while we handle the operational, administrative, and compliance aspects
Why Affiliate with Vertex Planning Partners?
An Affiliation with Vertex Planning Partners means more than just operational support; it’s about enhancing your client relationships and growing your practice. Benefits include:
Increased time for client interaction and portfolio management.
Reduced administrative and operational burdens.
A collaborative community of like-minded professionals.
Access to advanced technology and resources.
RECENT ARTICLES
What Do You Want Your Financial Services Firm to Look Like?
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What to Do When the Death or Disability of a Team Member Threatens Your Business
You and your team rely on each other to keep the business going. If something happens to them, it impacts your ability to keep the business going. And if something happens to you as the business owner, it could bring the whole operation to a grinding halt. No one wants...
What Happens to My Employees If I Sell My Financial Services Firm?
Hearing that the business is getting sold is a harrowing time for employees. They worry that their new boss already has someone doing what they do, and they’ll get fired when it becomes clear there’s no need for them. You’ve worked side-by-side with your employees for years. You recognize that...
What Happens to My Clients If I Sell My Financial Services Firm?
You started your own financial services firm so you could work more closely with your clients and better serve them. So, of course you want to make sure they’ll be well taken care of when you hand the business off to new owners, but how can you be sure that...
You’ve Decided to Sell Your Financial Services Firm! Now What?
It’s one of the biggest decisions you’ll ever make, so it should never be undertaken lightly. That’s why we came up with 8 things to consider when deciding whether it’s time to sell your financial services firm. But making that decision is just the first step. Once you’ve made the...
The Pros and Cons of Working for a Large Financial Services Firm
It’s been said that entrepreneurship is like jumping off a cliff and building the airplane on the way down. When put that way, it’s incredible that any entrepreneurs manage to create successful businesses. As it is, just over half of new businesses (55%) make it past the first five years....
Finding Your Perfect Match
At Vertex Planning Partners, we believe in a synergy of values and vision. It’s crucial that our affiliate partners align with our culture of integrity, client-first approach, and innovative thinking. We’re not just a partner; we’re a community where your unique practice can thrive.
Key Considerations for the Affiliation Model
When considering a Affiliated Model arrangement, it’s important to weigh factors such as:
Economic benefits and compensation structures.
The degree of operational independence you desire.
Cultural fit and shared values with the host firm.
Access to technology and professional resources.
Download Our Independent Advisors eBook
Unlock the secrets to a tailored financial future with our exclusive Independent Advisors eBook. Dive into a wealth of insights and strategies from Vertex Planning Partners, and start shaping your journey towards financial peace of mind today.
Think Ahead: Succession & Continuity
An Affiliation with Vertex Planning Partners is not just a short-term solution; it’s a strategic move for your long-term succession and continuity planning. Ensure the longevity and stability of your practice with our structured support and resources. Our team is ready to start the conversation.
Scott A. Sandee, CFP®, CIMA®, CPWA®, CEPA
Managing Partner
Christopher C. Huston, CIMA®, CAIA®, AIFA®, AIF®
Director of Portfolio Management / Managing Partner
Ready to Take the Next Step?
Embark on a journey towards a more fulfilling and efficient practice. Connect with Vertex Planning Partners to explore how our Affiliation Model can transform your advisory business.
