Enhance your practice by surrounding yourself with like-minded professionals who have decades of experience solving many of the common problems advisors face. We are independent advisors with a large broker-dealer that has a national reach and penchant for innovation.
Joining the NelsonCorp family will give you access to a menu of support services customized to what you need to grow your business. With the support of Cambridge Investment Research, Inc. we can help provide:
1. Practice Support
- Compliance support through our broker-dealer
- Back office assistance for paperwork and administration
- Access to a network of professional relationships
- Experienced advisors and industry professionals working beside you
2. Business Growth Strategies
- Fee conversions for those interested in moving into the fee business
- Mentoring opportunities
- Succession planning and acquisition assistance
- Branch models – fee options
3. Efficiencies of Scale
- Paraplanner support
- Trading services for fee models or branch fee models
- Technology assistance including hardware/software support, social media, digital marketing solutions, and access to experienced tech professionals
Working with professionals who are committed to placing clients’ interests first is important to us. Our core values of authenticity, effectiveness, teamwork, and kindness represent this commitment and serve as the qualities we look for in advisors.
If your values align with our own, contact us today to learn more.