Growing Your Financial Advisor Business

Focus on your unique skills as an advisor and financial professional in building deep and trusting client relationships. Let SMN provide the services, support, and tools to help increase your operational efficiency and profitability. Our tools, consultancy, research, and technology can help you scale your business while enhancing your clients' experience.

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Consulting for Client Success

In our rapidly changing financial industry, it’s hard to keep up with the sheer number of solutions available to help your clients pursue their financial goals. At SMN, we have no proprietary products. Instead, we’re committed to your independence by providing access to a range of products — and the consulting support to help you implement them strategically and effectively.

Financial Planning

At sMN, we offer consultancy support and dedicated tools to help advisors improve the financial planning guidance and experience they offer to investors.

Trust Services

SMN Financial provides trust services through its affiliate, The Private Trust Company, N.A. (PTC), which allows you to offer trust administration services to investors.

Insurance Planning

SMN Insurance Associates, Inc. (SMN Insurance) partners with advisors and provides support through services, resources, and training designed to make offering life insurance products more streamlined and strategic.

High-Net-Worth Services

Broaden your expertise to attract and retain affluent clients with personalized support from an experienced team of professionals at SMN Financial, including planning and investment specialists.

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SMN Advisor Institute

Hiring a new financial advisor may be the key to growing your business. To expedite the development of newer-to-the-industry advisors, SMN Financial offers trusted and proven training programs — so they can get further, faster — to help your practice thrive. Programs are also available for established advisors to elevate their skills and take their business to the next level.

Learn more about SMN Advisor Institute.

Consulting for Practice Success

Analyze your practice to identify opportunities for growth and ways to streamline your business. Our expert consulting teams will work with you to provide actionable advice that helps you plan for the future and market to new clients.

Selling Your Business

The size and scale of SMN allows us to make investments in your business. Our Advisor Financial Solutions team has helped hundreds of advisors prepare for their future by offering personalized transition assistance, business analysis and valuation, and acquisition support.

Marketing Support

Marketing is an essential tool for advisors who want to grow their practice. SMN’s comprehensive marketing support can help you build a strong brand presence and communication strategies to create interest from prospective clients, deepen client relationships, and generate leads and referrals.

Learning Opportunities

Prepare for industry changes, share ideas with peers, and maximize your opportunities with SMN knowledge-driven conferences.

Industry Conferences

As the industry evolves, it’s important you connect to the latest insights, technology, and ideas, as well as financial experts and other professionals, at these invaluable conferences.

Recognition Events & Award Trips

Top producers join their peers at SUMMIT and MASTERS reward getaways for sharing ideas, networking, and relaxing at magnificent destinations.

 

Disclosures

For Financial Professional Use Only.