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.
Practice Management
The Perfect Partnership.
Discovery
We take a thorough fact finder of your practice through our profiling system which enables us to provide you with the necessary support.
Onboarding
From application to approval, we guide you through the entire registration process via our turn-key onboarding system.
Education
We provide comprehensive financial plans so you can see our firm’s capabilities first-hand with your own information.
Marketing
Our internal professionals build strategic marketing plans that are tailored to address your goals with a plan for efficient execution.
Specialists
Our team-based model provides clients access for advisors based on their individual needs and client education opportunities.
COI's
With the Solicitor’s agreement, you can share revenues on AUM and fee-based accounts. Ask about opportunities for sharing revenues on fixed products such as Life insurance, LTC Insurance, Employee Benefits, Fixed Annuities, Disability Insurance and more.
