Succession Planning Program
State of the Art technology with full support to utilize it and increased access to financial products makes financial planning easier than ever. With Fortune 360 Group you will have the ability to explore your independence and spend more time doing what you love.
Personal Service. Technology Support. Seamless Transition. Higher Payout.
We know your independence is important, but we are here to support you when you need us.
Working with Fortune 360 Group comes with a significant reduction of costs of doing business [no branch fees, no State licensing fees] and the removal of compliance and other broker/dealer fees where applicable. We want to help you towards a higher compensation and will work to do so in many ways.
Our personal service includes consolidated billing, formal succession planning program and access to real-time performance metrics.
You will have the ability to purchase REIT's, 529 plans and more and with custom built low-cost investment models with multi-year history, including tax-managed and qualified models, you will feel the difference our personal service offers.
We pride ourselves on accessing and implementing State of the Art technology that keeps us at the forefront of the industry, serves our clients better, and makes it easier to transition to our firm.
Paperwork nightmares? Don't even think about it. We have it handled. Save yourself countless hours of systems and paperwork with our paperless and pure automation process. Simply upload your client data in our customized SalesForce CRM and watch it auto-populate your forms. Bonus perk, Docusign is available for most [and is some cases all] forms.
Technology tools getting too hard to navigate? Not with us. We have a customized built out eMoney financial planning tool available with client access to view all of their accounts in real-time. We also have a customized Riskalyze system including comprehensive information on Fortune 360 investment models.
Technology is great as long as it's working, which is why we have the first class technology support you need to utilize all of our programs.
Transition can be a pain but we make it our mission to alleviate any stress.
We have processes in place such as digital signing for all forms making all things paperless, complete independence with options to work physically in an office or entirely remote, Errors & Omissions insurance and the comfort of knowing there is a full team behind you. You can feel confident every day knowing you have people working not only for you, but with you.
We know payout isn't everything, but you should be paid well for the business you built. We can offer you the most competitive payouts in the industry.
Check out our compensation calculator and see how your payout can be improved.