Advanced Sales and Internal Sales Consultants
Our experienced team provides financial professionals with solution-driven, product-agnostic resources to rely on for assistance on simple product recommendations to intricate case design.
A unique offering within the independent broker-dealer channel, the Advanced Sales and Qualified Plans Team consists of in-house attorneys — each with more than 25 years’ experience in the financial services industry. The Team’s areas of expertise include:
The Internal Sales Desk’s consultants are equipped to work with you through all stages of the investment process, from sourcing to implementation. In addition to investment product generalists, the Sales Desk includes individuals with specific expertise, including:
Ready for an Extraordinary Partnership?
If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.