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 Multipleon 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