Let's face it - you became an independent advisor because you value the freedom it provides and the potential financial reward of building your own practice. USAdvisors Network (USAN) understands that perspective as well. Since 1989, we have supported many independent practices and have helped them grow and thrive. As an independent firm ourselves, we understand the importance of not being beholden to a large organization or a particular vendor or product manufacturer.
We also know that it has become increasingly difficult to master all phases of the business and still cultivate and maintain effective relationships with your clients. That's where USAN comes in. We can assist you with the parts of your business that take up valuable production time, drain resources and lead to less profitability. Serving scores of advisors across the country, we have the expertise and the passion to help you reach your goals. USAN’s business-building management, compliance, marketing, strategic planning and recruiting services put you in position to better serve your clients, reduce costs and increase revenues.
With experienced, hands-on professionals throughout the country, USAdvisors Network is positioned to be a close, trusted resource for your practice. When all is said and done, it is the focused efforts of USAN professionals that will help your practice realize its full potential.
We can also assist you if you're looking to have a partial affiliation with a financial institution to increase the breadth of your practice, while still maintaining your current book of business as a separate business.
USAN serves as the complete ‘front office’ between your practice's investment program and the broker-dealer and clearing firm (back office). We strive to fill each and every service need, as well as provide the type of proactive approach that achieves superior results.
USAdvisors Network brings to your practice:
• Initial consulting and strategic planning
• Recruiting services to build your practice
• A vast array of products and services (including sophisticated advisory services)
• Access to national networking and industry events
• Best-of-class technology
• Practical and effective marketing
• Superior training
• On-going support and consulting