Banks & Credit Unions

Interdependent Advisors understands the benefits associated with offering financial services to Credit Union members and Bank Customers and delivers the services essential to the success of the financial services program.

Established Practices

As an established Practice/Advisor we have the tools in place to drive efficiencies and scale while allowing you to maintain your existing Culture.

Growing Practices

Many Growing Advisors find themselves at a crossroads having outgrown a proprietary or captive firm and are now weighing the advantages and disadvantages of creating a Unique Entity or joining an Independent Firm.

CPA Firms

More than ever, clients are looking for a single trusted source, their CPA to coordinate their financial planning needs. Our CPA program gives you the flexibility to be involved as much, creating a Wealth Management structure, or as little as you like by developing a Partnership for your clients.

Transitional Practices

Interdependent Advisors is an OSJ of Independent Advisors – so we understand that transitioning “out of the business” is a personal decision and needs to be structured accordingly. We provide the infrastructure, including a Hybrid Buy-Sell Agreement, and the ability to transition your practice to multiple advisors to ensure a better match to your client preferences and personalities. Simply put, you are in the driver’s seat throughout the ENTIRE process.

Referral Reps

A dynamic tool to advance and grow in niche markets as well as create strategic alliances with other professionals. This program has allowed a number of practices to strengthen the relationship with advocates. Advocates are critical in the growth of specific niche markets.

Plug & Play Marketing

How does the Program Work?

    • Interdependent Advisors identifies a desirable target market.
    • We develop a program that consistently drives attendance and referrals.
    • Interdependent Advisors utilizes our significant web presence and network to promote the event.
    • All programs have a natural call to action and include a compelling and successful post event drip program. 

Who do you market to now?

    • Medical Professionals
    • Social Security Maximization
    • First Responders
    • Accounting Firms
    • Realtors 

Proven System in place


  • Ideal Client
  • Customer Driven
  • Right Message
  • Valuable Content
  • Trustworthy Sources


  • Marketing Materials
  • Unique Presentations
  • Social Media
  • New Client Process
  • Multiple Referrals

Our Capabilities