Cross Platform

A cross platform advisor is a combination of an institutional advisor and an independent advisor.  There are various iterations of this strategy, but the common theme is that an independent advisor keeps his/her clients in a rep code they own and a second rep code is established for the clients’ referrals from the bank or credit union.

The Cross Platform advisor can be an employee of the financial institution, of Financial Resources Group, or an independent contractor (depending upon the state in which they work).

Potential as a Cross Platform Advisor

If your personal practice is not growing fast enough, or you just have extra band width in your day this is the perfect solution.  For the financial institution that has no existing book of business or a small book of business – under this strategy, they have the ability to attract a high quality experienced financial professional to their institution.

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How Can We Help?

Why Work With FRG?

Want to see what we can do to help you grow your business? Contact us at our corporate office located in Fort Mill, SC. We look forward to hearing from you!

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