Multidiscipline
practices win
client assets —
and keep them.
Clients, especially high net worth ones, increasingly demand guidance for all of their
financial needs. Multidiscipline practices enable you to provide complete wealth
management solutions, leading to higher retention and satisfaction rates while
building an even more valuable practice.
Insurance
Whether you want to expand your offering to attract higher net worth clients or
strengthen an existing multidiscipline practice, NFP Advisor Services Group can help
financial advisors, RIAs and hybrid RIAs be more successful with direct access to:
Corporate
Benefits
; Case consultation: expertise on multiple products and services
o Advisory and investments: Support for fee-based
platforms, and investment products from alternative
investments to mutual funds
o Insurance: Support for life insurance, annuities,
long-term care and wealth transfer solutions
o Corporate benefits: Support for health and
welfare, retirement planning, executive benefits
and P&C insurance solutions
; Scale/open architecture: More carries and vendors and better
pricing, including exclusive offerings
; Service and technology: Integrated platforms that provide a
holistic view of all business
Request your free copy of “Multidiscipline
Practices: The Business Model of the Future.”
800-966-9474 | www.nfpasg.com/multidiscipline
“Multidiscipline”
isn’t just a
buzzword — it’s
an expectation.
NFP Advisor
Services Group
can help you
meet it.
10/12 (ASG-15223-12) Copyright © 2012 NFP. All Rights Reserved. NFP Advisor Services Group is a
business segment of National Partners Corp (NFP) that includes NFP subsidiaries NFP Securities, Inc.
member FINRA/SIPC, and NFP IndeSuite Inc.
