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
Can Owning Your Own Financial Services Firm Make You More Ethical?
There are a lot of reasons people decide to leave corporate and break out on their own. One of the most common reasons, regardless of industry, is the fact that the corporate world tends to reduce everything and everyone to numbers on a balance sheet. How much revenue is this...
Monthly Market Update for January: Geopolitics, the Fed, and Precious Metals
The start of the year was positive for stocks and bonds, continuing the rally from recent years. This might be surprising to some investors since there were several periods of volatility driven by geopolitics and Federal Reserve policy. While headlines created short-term swings, including the S&P 500’s worst day since...
The Importance of Earnings for Long-Term Portfolios
As the corporate earnings season ramps up, markets are shifting their focus from geopolitical concerns to tangible evidence of how businesses are performing. With the stock market hovering near all-time highs, questions around valuations and the sustainability of recent profitability trends have become increasingly important. While it’s still early in...
Gold and Silver: Current Portfolio Perspectives
Gold, silver, and other precious metals have rallied over the past two years, capturing investor attention. Gold recently surpassed $4,700 per ounce while silver now trades above $90 per ounce, marking historic milestones for both metals. This strong recent performance may lead some investors to wonder whether they should be...
Special Update: Venezuela, Oil, and the Impact on Portfolios
The arrest of Venezuelan President Nicolás Maduro by U.S. forces represents an unexpected and significant geopolitical event. As has been widely reported, the U.S. military successfully conducted an operation that detained Maduro on charges related to drug trafficking and corruption. President Trump stated in a press conference that the United...
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.
Is AI Eating the World? A Portfolio Perspective
Fifteen years ago, venture capitalist Marc Andreessen famously wrote that “software is eating the world.” What he meant was that any service that could be written and automated as software, would be. This has proved accurate as cloud computing, software-as-a-service, and digital platforms have reshaped both entire industries and how...