Why Join Us?

Smart Money Group is not your typical RIA.  We are driven by our desire to help you gain the freedom to positively impact your life and the lives around you.  We are led by two individuals that have each successfully built firms from scratch that exceed $1MM/year in revenue; and that are now willing to step back from their firms to help other serious, ethical, caring advisors reach their goals and live fulfilled lives.  Please check out our Core Values under the “About Us” tab to see how you might align with becoming a member of our Smart Money Group family.

As part of the Smart Money Group family you will have access to:

  • Strategic planning and coaching for your firm. You will utilize unique systems and frameworks to help you work on your business, while enjoying one on one and peer to peer sharing of ideas.
    • Advisor Summits-spend time with other IARs for two days, 3 times per year, to learn how to take advantage of new opportunities, overcome current challenges, discuss best business practices, and have some fun.
    • Partake in The 16-4-1 Solution™
    • With one on one coaching, break through the immediate roadblocks you may be facing.
  • Best of Class technology. You will have support and reduced pricing for advanced software applications including the following:
    • Panoramix™ Reporting
    • Riskalyze™
    • Advizr™
    • Docusign™
    • AdviserXRM™
    • VEO™ (TD Ameritrade Institutional)
  • Enhanced Business support. You will have availability to experts to help you with your clients and marketing.
    • An in-house CFA
    • A proven network of Tax Attorneys and CPAs
    • Business, Estate, and Insurance Case Design
    • Assistance with website and social media content and design
    • Weekly e-newsletter and podcast radio show

 

If you would like to explore a relationship with the Smart Money Group family or just have some additional questions, please reach out to us. We look forward to talking with you!