Your relationship with your clients is built around not only trust but the actual guidance and service you provide. By Partnering with The Patriot Financial Group, you are offering access to additional products and services that will continue to enrich your clients’ relationships while being able to shore in the revenue generated from them. The program was created for professionals like you that want to increase revenue, attract more clients, improve retention, and eventually develop a succession plan. Our role is to promote trust between our partners and their clients by providing an environment that supports team planning through complimentary expertise. This strategy allows for the identification of both coordination gaps as well as planning opportunities.