Maximize Your Value With Minimal Costs and Fees.

Basic affiliation will cost you $11.04* per day.
Here’s an overview of your ROI.

_{*Based on 2008 average-office core-affiliation fees.}

• Affiliation with a peer group comprising some of the most sophisticated, savvy and successful professionals in the industry
• Leading-edge technology, such as the order-blasting Global Trading feature in VISION2020
• Expert consultation, proven knowledge and resources to take your business to the next level
• Direct access to upper management
• Your calls answered in under a minute
• Coaching programs proven to improve GDC by as much as 50 percent
• Paperless-office technology to increase your net efficiency
• National Education Conferences for unparalleled learning and networking opportunities
• Regional Vice Presidents dedicated to championing your cause
• Pre-approved in-compliance advertising materials, updated daily, to enable you to immediately reach your clients on time-sensitive issues
• Compliance support to answer your questions and review your marketing efforts
• A compliance team dedicated to keeping you updated on changes that may impact your business
• Information-rich home websites, updated daily
• Case-specific consultation to find optimal investment solutions for any client
• New Advisor Onboarding technology to help recruiting OSJs build their businesses
• Advisor-centric customer service
• Leveraged buying power and pre-arranged discounts on software and services
• A focus on “your voice,” thanks to advisor-led committees that have early input on important issues