The Grid Difference

It's About You and Your Clients. Always.

Whether you’re a solo practitioner, part of a small advisor team, or looking for an exit strategy, leveraging efficiencies of scale is essential for the growth of your business. When we designed The Independent Grid, our mission was to design an enterprise that offers resources that any advisor at any stage of their business could benefit from.

By leveraging our in-house marketing, business development, administrative and succession planning services, you will be given the support you seek and the opportunity to achieve the growth you envision.

How We Serve / Benefits of the Grid

Free In-House Marketing

How We Serve

As part of your affiliation with The Grid, you will have access to our in-house marketing team. Together we can help you create the necessary Design Collateral Services advertisements, business cards, brochures, and more) and important Event Planning (event promotional materials, invitations, posters, RSVP tracking & reporting) to help you grow.

Benefit

Marketing your new practice can be a challenge as you focus on the day-to-day operations of your business. With being a part of The Independent Grid, we take the challenges of marketing, branding, and design off of your plate so you can focus on your business and your clients.

Remote Admin Program (Virtual Admin)

How We Serve

Our Remove Administrative Program provides your practice a Virtual Administrator is designed to provide cost effective administrative support for advisors needing temporary or permanent solution.

Benefit

We are all busy assisting our clients, developing new business, and helping support our practice. At times, we all need and extra hand supporting our business, ensuring client satisfaction and that your business runs like a well-oiled machine.

In-House Business Development & Consulting

How We Serve

Our team can provide you with guidance and insights into areas such as Practice Management, Advisory/Fee-Based Consulting, Practice Acquisition, as well as Financial Planning. Combined with the resources at Cambridge will provide you with all of the insights you need in the areas you need them most.

Benefit

With The Grid’s in-house consulting and business development resources, we can provide you with our over 100 years of collective industry experience, guidance, and insight to help you find the strategies to best run your business.

Guaranteed Contingency / Succession Plan

How We Serve

As a part of The Independent Grid, Contingency and Succession Planning is active the day you join. As a part of The Grid, we will purchase your practice at 2X the recurring revenue and pay to your stated beneficiaries in the event of retirement, permanent disability, or death,

Benefit

Only 29% of advisors have a contingency or succession plan in writing for their practice. What is your plan for the future of you practice? In The Grid, we ensure that you and your love ones will always have a plan for the future.

It's About You and Your Clients. Always.

How We Serve / Benefits of the Grid

Free In-House Marketing

How We Serve

Benefit

Remote Admin Program (Virtual Admin)

How We Serve

Benefit

In-House Business Development & Consulting

How We Serve

Benefit

Guaranteed Contingency / Succession Plan

How We Serve

Benefit

Independence

Freedom

Choice

Your Business, Your Way

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