Your business, your way.
Through our alliance with Cambridge Investment Research, Inc., The Independent Grid provides advisors the ability and freedom to conduct their business according to their own goals and objectives.
Providing superior service and support, as well as in-house business development resources they have come to expect from their partner, regardless of business type or production level.
It’s why you became an advisor.
By joining The Independent Grid, you have the ability to run your business, your way. From cultivating your own brand to selecting the right CRM for your business you determine what’s best for your business.
At The Grid, you have the freedom and flexibility to determine where you want your business to go and how.
The only true element of our industry that we can fully control – a commitment we take very seriously.
At The Grid, we are thoroughly committed to understanding the needs of your business and delivering timely and accurate solutions when called upon.
Benefits of Partnership
- ADMINISTRATIVE SUPPORT
- MULTI-CUSTODIAL PLATFORM
- AUTOMATIC CONTINGENCY/SUCCESSION PLAN
- TRANSITION SUPPORT
- ROBUST ADVISORY PLATFORM
- PRACTICE MANAGEMENT PROGRAMS
- IN-HOUSE BUSINESS DEVELOPMENT SERVICES
- FINANCIAL PLANNING SERVICES
- RETIREMENT PLAN CONSULTING SERVICES