Independent financial advisors have more opportunities to chart their own course because they enjoy the freedom to run their businesses in the way that they feel best serves them and their clients. Being independent means you enjoy the autonomy to offer your clients the most suitable options to help them achieve their financial goals without being constrained by cookie-cutter products or corporate agendas, and it’s this independent and objective approach that builds trust in a client relationship.
Now Is the Time to Become Independent
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If you have considered taking this step that will give you the freedom to run your financial services business the way you choose, there has never been a better time to be an independent, unbiased financial advisor. Due to the recent turmoil in the financial markets, the investing public has, to a large degree, lost trust in large financial institutions and they’re looking for better alternatives. They want an advisor they can trust who isn’t pressured to sell specific products or bound by limited options. They want an advisor who is willing to get to know them and their financial goals, and has the option to select the most suitable products for their specific situations.
When many successful financial advisors look at their own books of business, they realize that a large percentage of their clients are business owners themselves – individuals who know what it means to build a business and will likely support you in becoming independent. They realize the freedom that business ownership provides.
Being independent means you keep a much larger percentage of your commissions, and you can decide how your practice is run. You can select your own staff, choose your office location and set-up, and come and go as you please without the restrictions of corporate agendas. If you are ready to become independent, First Allied is the perfect partner for your independent business.
How Does First Allied Enhance the Independent Experience?
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As an independent firm focused on helping our financial advisors grow their businesses, First Allied can offer you the support you need to build an efficient and effective practice. Our focus is on your business growth; therefore, all our resources are aimed at providing you the tools you need to accomplish your goals. For example, our Business Strategies Group can help you create and implement a business and marketing plan that will help you reach your business objectives. The Business Strategies Group also partners with the Cannon Financial Institute to offer NGU, a unique educational program that will help you learn the skills you need to create a business model and achieve new levels of growth. NGU is available exclusively to First Allied advisors.
In addition, our Advisory Consulting Services Group is available to help you build a thriving fee-based business. With regular introductory training programs on establishing a profitable advisory business and ongoing advanced sessions to help hone your advisory practice management skills, our support is aligned with your needs. Our dedicated team of advisory consultants also provides individual support to address your specific objectives.
We also provide a wide array of differentiated products that can help you stand apart from the competition and offer your clients exclusivity and quality. You can offer your clients new opportunities with alternative investments, including late-stage private equity offerings, and asset management and wealth management services. Additionally, we present a comprehensive offering of leading financial services products from some of the industry’s top providers, and we encourage our advisors to alert us to new products and services that we can review and may approve for all to use. Through First Allied, you can enjoy variety, the opportunity to participate in the product selection process, and have access to an array of products that complement your existing business and allow you to enter entirely new market segments.
If you are looking for a firm that provides unique opportunities for education and business growth, as well as a wide variety of products and services that can be tailored to suit your independent business, then First Allied is the partner for you.


