A Home for Experienced Advisors
Some of our most successful advisors have indicated that they found their “home” when they affiliated with Parsonex. Our unique culture empowers you to use the knowledge, skills, and experience you’ve gained over the years to grow not just a client base but a financial services business.
Build residual income into your practice – We constantly come across advisors who, despite being in the industry for many years, haven’t learned some best practices on how to build win-win relationships with clients through outstanding service and residual income. We believe the advisor-client relationship is critical and teach experienced advisors how to setup their clients and business for long term success.
Develop advisors and earn overrides – Rather than simply growing your business by getting more and more clients, our business model teaches you how to leverage your experience and your time by attracting and mentoring new advisors who are pursuing a second career with Parsonex. By investing in others you may earn a bigger and more consistent income.
Attract other experienced advisors into our system – We have found that a lot of advisors are looking for “the right” opportunity to grow their business.
Financial Advisor Careers
If you are among those who have had successful financial advisor careers but are looking to take your business to the next level, Parsonex may be the home you have been looking for. Successful financial advisors careers require hard work, persistence, and a culture that provides synergy to your efforts. Our focused business system empowers experienced professionals, like yourself, to take your financial advisor career to the next level. We have systems that streamline client acquisition and enhance your ability to effectively service your book of business. By outsourcing time consuming functions to administrative personnel, you can focus on the things that drive your business growth, income, and ultimately your desired lifestyle.
Additionally, if you have had a successful financial advisor career, you may be in a great position to mentor others who are working hard to get their financial advisor career going. Our system emphasizes teamwork and helping others succeed. We also reward you for investing in others through our compensation system, ownership options, and firm partnership potential.
Contact us to connect with an experienced professional who has made the transition to Parsonex and taken their financial advisor career to the next level!