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How We Can Help You Achieve Independence

Channeling Your Focus on What Matters

Channeling Your Focus on What Matters

Independence doesn't require you to go it alone. When you join BenchMark Financial Network, you’ll have instant access to our wealth of experience, carefully curated resources, and powerful tools.

We will work with you in lockstep, providing you with tailored support that allows you to direct all of your attention into fulfilling the needs of your client.

Equipping You With All The Tools And Support To Grow Your Legacy

Independent Supported By a Team

Being independent doesn’t mean you have to be alone. With BenchMark Financial Network, you will have a specialized team who will support you in every step of the journey, sharing their expertise to ensure your success.

Technical Solutions to Transform The Client Experience

Enjoy having access to an extensive range of cutting-edge technology that will level up your financial services, including MoneyGuidePro and market research from Cetera. 

Operational Support for Everyday Challenges

Running a practice you will face a myriad of challenges on a daily basis which can strain your already limited resources. We offer assistance in organization, business development, and a comprehensive back-office service, allowing you to concentrate your efforts on serving your clients.

Capitalizing on Our Wealth of Knowledge

With over a century of combined experience, we will use our expertise to help you overcome any obstacles and capitalize on opportunities that come your way. Our focus is to accelerate your growth and independence in a way that reflects your core values.

Comprehensive Practice Management Tools

Practice Development

Whether you're looking to explore new markets, enhance client retention, or establish a robust brand identity, BenchMark Financial Network provides advisors with the essential resources to elevate their practices. Our aim is to provide you with practices that consistently provide exceptional value to your clients.

Compliance Support

We offer local and regional compliance support to help financial planners ensure that their client strategies are in accordance with all rules and regulations. This entails developing compliance policies, compliance monitoring, and training.

New Client Onboarding

We help you streamline the onboarding of new clients and establish strong connections right from the beginning. You will receive personalized guidance and training, enabling you to enhance the client onboarding procedure, eliminate redundancies, and enhance the overall client journey.

Investment Committee

Our investment committee will illuminate the best investment strategies for you to implement for your clients based on their unique circumstances. This entails carrying out rigorous research, portfolio construction and monitoring.

Regional Conference

You will have the opportunity to attend our regional meetings to connect, discuss your current situation and collaborate on strategies that will facilitate your independence.

Marketing Committee

Knowing how to market and advertise your services is crucial to client acquisition. We will eliminate the marketing mystery and create effective strategies that will resonate with your target audience, helping to acquire new clients and drive growth.

Advisors Who Would Make A Good Fit

Wirehouse Advisors

Wirehouse Advisors

We offer support to advisors transitioning from wirehouse environments, using our resources and expertise to open new doors and achieve rapid exponential growth.

Experienced Advisors

Experienced Advisors

We offer a platform for experienced advisors to further enhance their practices and reach new heights in their careers.

Growth Minded Advisors

Growth Minded Advisors

Regardless of your background, if you are growth-minded and seek to create a lasting impact, our network is designed to support your journey.

Build a Lasting Legacy On Your Terms

Join BenchMark Financial Network to achieve career independence by accessing a comprehensive range of resources, tools, expertise, and valuable guidance. We're eager to collaborate with you and transform your vision into a lasting legacy. Contact us today and let's embark on this journey together.

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Take the first step to independence now by booking a personalized consultation with one of our specialists.

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