Practice Management

The Perfect Partnership.

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.


We take a thorough fact finder of your practice through our profiling system which enables us to provide you with the necessary support.


From application to approval, we guide you through the entire registration process via our turn-key onboarding system.


We provide comprehensive financial plans so you can see our firm’s capabilities first-hand with your own information.


Our internal professionals build strategic marketing plans that are tailored to address your goals with a plan for efficient execution.


Our team-based model provides clients access for advisors based on their individual needs and client education opportunities.


Partnering with like-minded professionals is a win-win-win situation. Advisors gain qualified introductions. Partners gain a new ongoing revenue source. Clients receive comprehensive, holistic services from vetted professionals.