Coda Financial Group is pleased to announce that we are actively looking to affiliate with additional financial advisors.
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 important differences:
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:
Dedicated Office SpaceClient Meeting RoomsConference RoomSeminar RoomReception AreaInternet/Server AccessTelephone, Fax, eFaxCopier, Scanner, PrinterNotary ServicesMedallion Signature Guarantee
Weekly Advisor MeetingMonthly Best PracticesOnsite Vendor MeetingsVendor Due DiligenceAnnual Team RetreatPeer ConsultationsMentorship Opportunities
Onsite OSJ ServicesGeneral Administration ServicesAdvertising ReviewCompliance SupportMoneyGuidePro® Planning SoftwareAlbridge® Solutions Wealth ReportingRedtail® CRMPaperless Office TechnologyClient Planning Materials
Client Appreciation, Social & Education EventsWeekly Client CommentaryQuarterly WhitepapersFirm WebsiteFirm Introduction BrochuresForefield MarketingBroadridge Advisor Solutions
Please contact Dan Coda at 808-441-6441 or email@example.com for more information or to arrange a confidential meeting.