First Allied Securities

Wealth Management

Advisors who want to deliver clients an all-inclusive solution may benefit from the Advanced Equities Wealth Management platform, a turn-key program designed to meet the express financial planning needs of business owners. This program provides advisors with comprehensive back-office support in four strategic areas:

• Business structure optimization and qualified
  plan design and administration;
• Risk management and complex case design;
• Portfolio design; and
• Estate planning and asset protection.

Acting as the single point of contact for many of a business owner’s planning needs; First Allied advisors are trained to acquire vital client data that is thoroughly analyzed by in-house specialists. Existing inefficiencies are identified through a comparison between a client’s business structure and an ideal planning protocol developed over more than three decades of ongoing financial research with thousands of high-income professionals. Needs and objectives are matched with industry-leading products and services that are brought together in a detailed, written financial plan. 

We believe the result is a truly integrated financial planning protocol—the key components of an individual’s economic lifecycle working together in seeking to maximize one’s ability to potentially achieve financial objectives and personal goals.

First Allied independent business owners may benefit from the platform in two ways:

1. Leverage the turn-key marketing system to convert qualified leads into lifelong clients who may benefit from an integrated planning protocol; or
2. Pick and choose from a variety of services, available to you as a menu of products, strategies and programs administered by our in-house specialists.

Satisfied clients may come to a single advisor for the entirety of their planning needs, while advisors enjoy the ability to spend more time creating and maintaining client relationships and less time crunching numbers. The Advanced Equities Wealth Management platform also boasts an established doctor-specific focus area, marketed under the “Greenbook For Doctors™” brand.