The Value of Association
The Value of Association
Take charge of your future. We provide a culture of energy, growth and best practices—all the ingredients necessary to build a foundation for lasting success and to take your practice to the next level.
- High payout – among the most competitive in the industry
- Recruiting bonuses
- Association with a network of 30 LPL Financial representative branch offices
- Direct access to a top producer, mentor, partner, and peer with over 40 years of industry experience
- Assistance with practice management consulting, brand building, and practice growth
- Joint case opportunities
Independence and autonomy. Retain full ownership of your book of business—the equity you build is yours alone. You can also keep your own branding or affiliate with our firm’s brand. You enjoy the freedom to recommend the services and strategies that meet the unique needs of your clients.
- Hybrid RIA model
- Reps own their clients
- Establish your own DBA or leverage our brand
- Choose your own office location or share space in one of our 30 LPL branch offices
Increased access and leverage. Our influence enables network members to enjoy the top-tier services, support, and resources from the nation’s largest broker/dealer delivered regionally. At the AK Financial Group Representative Network you always have our ear. Rely on us to listen, respond and act in a timely and effective manner, driving the results you seek for your business and your clients.
- Increased access to LPL Financial resources as part of a large OSJ network
- Gain an influential voice at all levels of the broker/dealer organization
- Proactive and ongoing assistance in maximizing LPL Financial's full menu of services
- Access to Service 360 – elite advisor service model
- Improved access to wholesaler support
- Reliable and timely assistance from our leadership and experienced staff in navigating LPL’s vast resources, facilitating access and resolving issues
- Opportunity to participate in and test new products, service, and technology
Service and support you can rely on. We provide support in the areas of technology, compliance, marketing, practice management, and general operations. This commitment begins immediately as we help you create a transition strategy and assist you in all facets of your transition experience.
- Rep and staff training
- Comprehensive OSJ oversight
- Mentoring opportunities
- Full financial planning practice expertise including insurance, investments, wealth management, and retirement plan administrative services
- Assistance with practice management consulting, business development, brand building, and practice growth
- Approved marketing materials
- Technology support
- Problem resolution
- Succession planning
- Dedicated transition support
Expand your knowledge. We encourage and facilitate ongoing education, training and networking at a local level. New hire? No problem! We provide onsite training in your office or ours.
- Full financial planning practice expertise including insurance, investments, wealth management, and retirement plan administrative services
- Quarterly branch meetings offering CE and networking opportunities
- Ad hoc meetings and conference calls
- Office sharing arrangements available, if needed
- AK Financial Group conference room available for client meetings in our newly renovated offices
