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.
As an established Practice/Advisor we have the tools in place to drive efficiencies and scale while allowing you to maintain your existing Culture.
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.
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.
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.
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?
Social Security Maximization
Proven System in place
New Client Process
E Sign Technology
Choice of Pershing, National Financial Clearing Platforms
20+ TPAMs, dozens of VAs and IAs and 9 alternatives
Supportive of BICE
41 Registered Investment Advisors
11 support staff
Offices in 11 states
Experienced Back Office
VIP Virtual Assistant
Plug & Play Marketing
Bank & Credit Union Strategic Alliances
1+ Billion AUM
Strategic Fixed Insurance Relationships
A cooperative and idea sharing environment within OSJ
Health Insurance Available
(subject to state & county restrictions)
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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member
, to residents of: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. Cambridge and Rosselot Financial Group are not affiliated.
COPYRIGHT © 2021. INTERDEPENDENT ADVISORS. ALL RIGHTS RESERVED.