To us, providing financial advice means one thing — making a difference in people's lives so they can be more confident about their financial future. As a new financial advisor, you will learn about our comprehensive suite of products and solutions along with our unique approach to financial planning. The result? You can become an experienced resource for your clients — helping increase their loyalty to you.
Planning is what makes us different
We believe the best way to help clients reach their financial goals is through step-by-step planning. Not cookie-cutter solutions but well-developed personalized plans based on:
- Relevant, long-term relationships
With powerful planning tools, you’ll discover what’s most important to clients, work with them to plan for their immediate and long-term goals and dreams, and track their progress over time.
- A holistic view of each client’s financial needs
Our approach to planning encompasses three key areas — investments, protection, and cash and liabilities.
A wide array of products and solutions
You'll have access to a broad array of products and solutions — including both affiliated and non-affiliated products from approximately 135 mutual fund companies, as well as banking, lending and cash management solutions to help clients meet both short and long-term goals.1
Confident Retirement® approach
This exclusive framework addresses one of the most important investment considerations for clients — meeting their retirement income needs. The Confident Retirement approach helps you understand each client's retirement dreams, have a valuable discussion, identify gaps and recommend solutions.
Presenting the Confident Retirement® approach
Putting it all together
Our extensive training program will show you how you will use these resources to deepen your relationship with your clients while you build your practice.
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