Practice Management Support

• Professional and organized transition services
• State of the art back-office systems and training support
• Book purchase financing program
• Dual platform (MFDA and IDA)
• CE credit assessment and administration

Training and Development

• Head-to-head advisor and assistant training
• Portfolio manager sessions
• National Wealth Management Conference
• Wealth, Estate and Insurance Planning Symposium

Wealth Management Solutions

• Exclusive managed portfolios
• Insurance solutions and specialists
• Wealth Planning Group
• World-class investment managers

Marketing Support

• Dealer support program
• Personalized website services
• Professional marketing materials

Recognition

• Advisor and assistant group benefits plan
• Errors and omissions insurance at competitive rates
• Assante Advantage points program
• National and regional advisory and assistant councils
• Chairman's Council