At the heart of our Advisor Consulting Process are our Regional Consultants. It's their job to understand your business objectives and use that knowledge to customize our services to fit your exact requirements and needs.
You'll come to know your Regional Consultant as a trusted colleague, friend, advisor and advocate — just as he or she comes to know you, your business, its history, goals, and challenges.
We have over 40 Regional Consultants in the field, who are supported by a team of 20 Internal Consultants. The Internal Consultants provide extensive training, new client proposals, marketing support and other critical back-office assistance to help you build your business.
To speak with someone on our consulting team please call 800 664.5345 and dial option 2.
