Support Where You Need It
Get hands-on, personalized service from individuals who provide access to strategies, solutions, and training needed for growth. Your Regional Planning Specialist is your business consultant in the field, while your Internal Planning Specialist is your direct connection to the firm.
Business Prospecting Capabilities
Find opportunities within current clients using our RightBRIDGE® and 1040 Prospector® business analysis tools. This pair of tools examines your book of business from both financial accounts and tax information and pulls a daily list of five clients to check in with.
Marketing to Stay Top of Mind
Use our turnkey communications software to develop actionable campaigns that drive results and a compliant texting tool to deepen relationships. Work with our Marketing team for personalized recommendations and lead generation strategies for future growth.
Consultative Resources to Help Drive Growth
Access proprietary business analysis software that looks for growth opportunities, work with advanced planning specialists for support with sophisticated cases, take advantage of professional development opportunities throughout the year, and much more.