Managing Your Financial Advisor Business

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

Services and Support

At SMN, our teams can walk you through a broad range of investment options and provide the consultative, marketing, and administrative support you need.

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SMN Technology

SMN’s tools are designed to simplify account management, boost practice efficiency, provide scalability, and improve the overall experience that you offer to your clients.

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Research

SMN Financial has no proprietary products and no investment banking relationships to promote so you can rely on us to provide advice you can share with your clients.

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Products & Platforms

With SMN, you can easily shift the balance between fee-based and commission-based activities to recommend solutions that best address your clients’ goals.

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SMN Business Solutions

Through SMN Business Solutions you’ll find the strategic partners and industry-leading resources and tools that best support your business, so you can better serve your clients.

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SMN Advisor Paths

As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from SMN Financial.