9060 Andermatt Drive
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue
When you affiliate with JFC Advisor Network, you have the support of an experienced team of transition experts who will guide you every step of the way. We offer assistance starting from the moment you begin planning your move; our team can help you map out your transition plan, prepare paperwork, provide training for you and your staff, and will provide ongoing support post-transition.
Our dedicated team is your first call whenever you have an operational question or task and our friendly staff will work with you to promptly resolve any issue.
Marketing can help you educate and engage clients and create new opportunities, and our experts are here to help.
An additional value-added resource is JFC’s newsletter. Not all advisors and staff can join us at the scheduled meetings, so we produce a quarterly newsletter – The Red Rock Report – as a way to stay in touch. The newsletter includes scorecard data, announcements about upcoming firm and B/D events, compliance updates and the popular Spotlight column which showcases a different advisor and their unique story in each edition.
In addition to providing guidance on the day-to-day operation of growing a successful practice, JFC Advisor Network offers expertise on the long-term issue of succession planning. If you’re thinking about retiring in a few years you are likely asking yourself, “Who can I trust to take care of my clients and provide me with a fair price for my book?” The JFC team can help you develop contingency plans for retirement or life’s unexpected events.
Note: Payout structures and compensation are provided through the broker/dealer.