Advisor Opportunities Coda Financial Group is pleased to announce that we are actively looking to affiliate with additional financial advisors. Our DistinctionsAt 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 SpaceClient Meeting RoomsConference RoomSeminar RoomReception AreaInternet/Server AccessTelephone, Fax, eFaxCopier, Scanner, PrinterNotary ServicesMedallion Signature Guarantee Business Development Weekly Advisor MeetingMonthly Best PracticesOnsite Vendor MeetingsVendor Due DiligenceAnnual Team RetreatPeer ConsultationsMentorship Opportunities Practice Management Onsite OSJ ServicesGeneral Administration ServicesAdvertising ReviewCompliance SupportMoneyGuidePro® Planning SoftwareAlbridge® Solutions Wealth ReportingRedtail® CRMPaperless Office TechnologyClient Planning Materials Marketing Client Appreciation, Social & Education EventsWeekly CommentaryQuarterly WhitepapersFirm WebsiteFirm Facebook® and LinkedIn®Firm Introduction BrochuresForefield MarketingBroadridge Advisor Solutions Please contact Ed Coda at 808-441-6402 or [email protected] for more information or to arrange a confidential meeting.