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
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
Having the autonomy to run your business, your way.
Freedom
With no proprietary product or production quotas, you have the freedom to pursue solutions best suited to your needs.
Service
We are committed to understanding your needs and delivering timely and relative solutions.