OUR MEMBER SERVICES

 

ADVISORS' PRIDE HYBRID RIA

In addition to the LPL Financial Corporate RIA, we offer the additional option of our HYBRID RIA called, Advisors’ Pride, RIA.

Please email RIA@advisorspride.com with your questions or fill out the form below and someone will reach out to you shortly. 


401(K) DESIGN AND THIRD PARTY ADMINISTRATION

We have access to a retirement plan professional, who can do retirement plan administration for those reps that need a helping hand.

Our TPA firm is call Plan Design Partners. Check out there website for more information and other services. www.plandesignpartners.com

Plan Design Partners is not affiliated with, nor endorsed by, LPL Financial.


FINANCIAL PLANNING PREPARATION & SUPPORT

Instead of buying and learning the financial planning software yourself you can take advantage of this additional service we offer.

Many reps run into a prospect or client that needs a financial plan perhaps several times a year. Instead of relearning and going through the learning curve and paying the monthly subscription charges, our members can choose to have our in-house Advisors prepare the plan for a fairly minimal cost.


Monthly CONFERENCE CALLS

Advisors’ Pride hosts a video conference call on the last Thursday of every month, starting at 1:00pm CST via GoToMeeting.  

The purpose of these calls is to disseminate any new information but then also give the members an opportunity to ask peer-to-peer questions. Most types of questions that seem to come up are about marketing, best practices, technology and our favorite, compliance. 


MIDWEST FIRM WITH THE RESOURCES OF LPL FINANCIAL

While LPL Financial is the largest independent broker dealer in the country*, some Advisors prefer a smaller organization with a more personal feel. One thing we strive to do with each member is to get to know each one on a personal level, for many reasons.

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.


LIFE INSURANCE SALES AND ADVANCED LIFE MARKETING

In addition to the LPL insurance sales and service, we offer two other Insurance brokerage options. Please contact us for more details. 


ANNUAL 3 day RETREAT FOR MEMBERS

Advisors’ Pride and its members get together for an annual networking meeting once a year where members and prospective members share ideas, learn and have some fun. This meeting is optional, yet most the Reps attend.

Learn More HERE!


PROFESSIONAL RELATIONSHIP BUILDING COACH

As we get to know the new members and what they may be looking for, our executives work closely and attentively to introduce other Advisors' Pride members who they can benefit from; whether it'd be general common interest, increased production, simply networking or in some other way or manner.