Plug into the power of ‘The Grid’
Providing service and solutions for today’s advisor.
Automatic Contingency/Succession Planning
Our Practice Protection Program offers advisors peace of mind by providing a guaranteed Contingency/Succession Plan upon joining ‘The Grid’ – using a 2X Multiple on recurring revenue.
Remote Admin Program
Learn how ‘The Grid’s’ Remote Admin Program can provide you administrative support at the fraction of the cost of hiring full time staff.
In-House Marketing Services
Our team is uniquely positioned to provide you with everything from customized marketing collateral specific to your business to event planning and design.