Broker Check

Advisor Opportunities

Coda Financial Group is pleased to announce that we are actively looking to affiliate with additional financial advisors. 

Our Distinctions

At first look, our firm may be viewed as being quite similar to the numerous financial planning firms in our industry.  We realize it is difficult to offer unique financial products and services to set ourselves apart.  However, we believe that we possess several exceptional differences:

  • We maintain an independent status. This allows us to develop a personalized plan ideally suited for each client.
  • We are comprised of professionals possessing varying degrees of expertise and tenure. We are able to create synergistic results through firm mentorship programs, peer consulting and the routine sharing of best practices.
  • We are committed to our core values of integrity, care, passion, education and profitability to positively affect our clients, our team, our industry and our community for the better.
  • We enjoy supporting our clients. This is the single most powerful force which inspires us to succeed in a highly personalized and unparalleled way.

Your Opportunity

Affiliation provides access to a fully operational office within a multi-advisor practice setting.  Each advisor may utilize the following instruments and services as best suits their individual needs:

Operations

Dedicated Office Space
Client Meeting Rooms
Conference Room
Seminar Room
Reception Area
Internet/Server Access
Telephone, Fax, eFax
Copier, Scanner, Printer
Notary Services
Medallion Signature Guarantee

Business Development

Weekly Advisor Meeting
Monthly Best Practices
Onsite Vendor Meetings
Vendor Due Diligence
Annual Team Retreat
Peer Consultations
Mentorship Opportunities

Practice Management

Onsite OSJ Services
General Administration Services
Advertising Review
Compliance Support
MoneyGuidePro® Planning Software
Albridge® Solutions Wealth Reporting
Redtail® CRM
Paperless Office Technology
Client Planning Materials

Marketing

Client Appreciation, Social & Education Events
Weekly Commentary
Quarterly Whitepapers
Firm Website
Firm Facebook® and LinkedIn®
Firm Introduction Brochures
Forefield Marketing
Broadridge Advisor Solutions