The Independent Grid Launches Turn-Key Business Platform for Financial Advisors Seeking Independence
CAMP HILL, Pa., May 24, 2017 /PRNewswire/ -- Today The Independent Grid announced the launch of its full-service business platform for financial advisors seeking more independence, freedom and choice in their careers. Founded by financial industry veterans Anthony Conte, MSFS, CFP ®, Frank Conte, CLU, ChFC and Trent Gain, AIF®, CRPC®, The Independent Grid's mission is to provide the flexible solutions entrepreneurial-minded advisors need to thrive in the modern business climate.
Through its relationship with Cambridge Investment Research, Inc., the firm's core features and services include administrative support, multi-custodial platform, automatic contingency/succession plan, transition support, dedicated marketing/business development team, financial planning services and retirement plan consulting services.
"The independent space can at times be intimidating to some advisors. Some still feel that to be independent means you are totally on your own—left to your own resourcefulness," said Gain. "But gone are the days of having to 'go it alone.' We believe clients want to work with advisors who are backed by seasoned, responsive and free-thinking teams. Advisors want a sense of community and support in the ever-more complex worlds of prospecting and compliance."
The platform also allows financial advisors to maintain their own DBA, preserving their firms unique brand identity. Additionally, the firm's marketing and business development teams help partners to further develop their brands with the creation of marketing collateral, event planning and advisory platform consultations.
"We not only provide the necessary branch oversight functions, but oversee your growth as an advisor and business owner," said Anthony Conte. "We provide advisors with the superior support and service advisors should expect from a partner, regardless of business type or production level."
For media requests, please contact Brian Hart at (215) 429-8569 or [email protected].
The Independent Grid is a full-service business platform supporting entrepreneurial-minded financial advisors nationwide. In association with Cambridge Investment Research, Inc., The Independent Grid's platform is designed to assist advisors operating under their own DBA in establishing and maintaining independence, freedom and choice for their practices. To learn more about The Independent Grid, please visit www.theindgrid.com.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and The Independent Grid are not affiliated.
Trent Gain, COO
888-944-9725
[email protected]
SOURCE The Independent Grid
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