“This is one of the most powerful models that I have heard of for advisors…”
-Dan Sullivan, The Strategic Coach
The only FMO laser focused on your net profitability, not gross production
Proven plug & play sales and marketing processes built into e-learning modules to ensure successfully implementation by you and your team
Personal coaching from a $1 Mill+ commission/fee earning C2P Advisor who currently runs their own practice
We believe that in order to effectively grow your independent practice, you must focus on your unique ability of meeting with new prospects, developing client relationships and gathering assets.
PCA provides an outlet for you to outsource the rest.
A complete open architecture investment platform of top third party managers and custom built portfolios to meet the needs of our advisors and their clients
Full back office resources and support
Innovative marketing, asset gathering, sales and practice management processes