Advisor Consulting

We are tired of the co-broker model or the General Agent/Managing General Agent model which feels too much like people peddling products on advisors instead of being a subject matter expert that's available when they need it. So that's what we aim to do.

 

We know that many of our advisor/consultant clients have expertise in certain things. We know your goal is to offer comprehensive, full-service solutions to your clients. Sometimes you may feel like you need a little extra support or an extra set of eyes on some aspects of the business such as stop loss or vendor management.

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We are here to provide expertise and advising in any area we can. Many of our advisor clients come to us for coaching or short-term operations consulting.

 

We are here to help and the conversation is not focused on how we make money off what you do.