EXPERIENCE | INTEGRITY | FLEXIBILITY
In The News
With over 100 years of collective experience, The Independent Grid team represents some of the industry’s most seasoned and eclectic group of financial professionals assembled in one organization.
We are innovators, business builders, wealth and retirement advisors…we are YOU.
Paperwork: no doubt one of the biggest hindrances to any professional. In the financial services industry, the administrative requirements inherent to our line of work are considerable, and for those who do not have administrative support, it can be detrimental to the...read more
Marketing guru Joe Chernov once said, "Good marketing makes the company look smart. Great marketing makes the customer feel smart." As a financial advisor, your marketing plan may make the difference between your business thriving and your business stagnating....read more
So…after careful consideration and due diligence, you’ve decided to change firms. Your excitement about moving may be tempered by what lies ahead – transitioning your practice. Whether you have undergone a transition previously or not, it’s safe to assume that most...read more
About The Independent Grid
Whether you are a solo practitioner or part of a larger team, ‘The Grid’ provides you an opportunity to plug in to a network of financial professionals while maintaining your independence and brand identity.
Through our relationship with Cambridge Investment Research, Inc., we are able to provide turnkey solutions tailored specifically to your needs and your business model.