Independent in Practice. United in Goal.
We recognize that independence is vitally important to you, but it shouldn't be at the expense of the support you need to truly maximize your potential.
We're here to give you the freedom to do what you do well – with a team behind you and a unique set of peers all working together to help achieve your clients' financial goals.
Watch our interview with David Guttery, President of inSOURCE Keystone Financial Group, to learn more about how inSOURCE Financial Advisors can partner with you.
Insurance Agents & Agencies
Independence
Multiple
Affiliation Models (career agent, independent agent, or broker)- Agent owns their
book of business and builds equity
- Autonomy to grow
practice based on the agent’s vision – not the firm’s vision
- Agent/Agency can
choose marketing name (inSOURCE Financial Advisors or an existing DBA)
- Extensive
insurance solutions available in an open architecture model
Support
- inSOURCE
Marketing Services dedicated marketing team
- Business
processing and case management support
- Technology
support (CRM, illustration software, DocuSign, cloud storage, and more)
- Dedicated sales
support team
- Advanced
solutions and design team (including business valuation services)
- Specialized
training – in-person, virtual, and on-demand
- Dedicated
practice management support
- Dedicated
licensing and contracting support
Revenue Growth
- Referrals from
other inSOURCE brands (inSOURCE Marketing Services, HomeCare Advocacy
Network (HCAN), inSOURCErx, and inSOURCE Benefits Group)
- Joint work
opportunities in a collaborative environment of specialists
- Teaming
opportunities
- Continuity and
succession planning
- Strong commission
payouts
- Renewal bonus
enhancement opportunities
Financial Advisors & Financial Planners
Independence
- Multiple
Affiliation Models - Registered Representative; Investment Advisor
Representative (IAR); Dual Registrant
- Advisor owns
their book of business and builds equity
- Autonomy to
grow practice based on the advisor’s vision – not the firm’s vision
- Advisor can
choose marketing name (inSOURCE Financial Advisors or an existing DBA)
- Independent,
open-architecture model
- Multiple
custodian options: (National Financial Services; TD Ameritrade, Inc.;
Charles Schwab & Co. Inc.; Fidelity Clearing & Custody Solutions)
Support
- inSOURCE
Marketing Services dedicated marketing team
- Compliance
and supervision support
- Technology
support (CRM, financial planning software, DocuSign, cloud storage, and
more)
- Dedicated
sales support team
- Advanced
solutions and design team (including business valuation services)
- Specialized
training – in-person, virtual, and on-demand
- Dedicated
practice management support
- Dedicated
licensing and contracting support
Revenue Growth
- Referrals
from other inSOURCE brands (inSOURCE Marketing Services, HomeCare
Advocacy Network (HCAN), inSOURCErx, and inSOURCE Group Benefits)
- Joint work
opportunities in a collaborative firm of specialists
- Teaming
opportunities
- Continuity
and succession planning
- Strong
commission payouts
- Renewal bonus
enhancement opportunities
