Experiences from our Advisors:

On Options

“I knew I wanted change, but I wasn’t quite sure what I wanted. I didn’t know what I didn’t know. Founders guided me through the options. I could start my own business using their established brand or build my own. I could possibly own my client relationships but avoid the hassles of business ownership by joining one their established partners. Eventually I found the right path for me, everyone is different. Founders helped me chose the road that was most suitable for me and my family.”

On Transition

“Going independent can be scary. Founders helped take some fear out of it. I didn’t have to call an 800 number for help, I called Tom. I didn’t have to figure things out from scratch, James already had the answer. Founders got me going. Helped with compliance, marketing, registrations, technology, and more. You don’t always think of things like how to encrypt your computer or what printer should I buy when going independent. They covered it all and walked alongside me all the way through it.”

On Compliance

“They get it. Founders provides the real-world common sense approach to being compliant. They understand the spirit of the law, not just the letter of it and they approach me as a partner and a professional and never in an aggressive or threatening tone. I could not be happier with their oversight, not just thorough but thoughtful.”

On Growth

“From day one, Founders talked to me about growth. They have been not just supportive but a true partner in our firms growth. This may seem cliche or trivial, but it’s not. James was on the conference calls with me, answering the phone late at night, and finding answers to my questions that I could never have gotten on my own. They have wanted me to succeed and grow more than I think even I did. As we continue our growth, Founders Financial Alliance will grow along side of us. I’d have it no other way.”

On Values

“It took about 5 minutes with Tom Porter to realize that our value sets were very similar. Do the right thing and the rest will fall into place. Family comes first. Work hard and never forget where you came from. Treat others like you want to be treated. Give more than you take. Make a difference. Don’t just work, but have vision and purpose. And above all else, never, ever give up. I was tired of working for the big corporation and I wanted to make a difference in my community. Founders Financial Alliance is an experienced firm, filled with quality people, with excellent values. That’s who I want to work with and grow with.”

“Making the decision to go independent after being with the same organization for nearly twenty years was a difficult one. I did not want to feel as though I was alone on an island and it was important to me that should anything happen to me, my clients would not have to call LPL directly to understand what they needed to do. Founders Financial Alliance made the transition to Independence a much smoother process than I would have experienced otherwise. I will always be grateful for the assistance they provided in establishing my office and in preparing client accounts. I also appreciate the fact that the brand was established and a website was already operational. Just a few more things that I did not have to deal with. The move was stressful enough, I could not imagine what it would have been like without a partnership with Founders Financial Alliance.”

“What I like about Founders: I enjoy the working relationship with FFA. I don’t feel like a number and I have direct access to all key personnel. I feel like Founders purposely goes the extra mile to support my practice. Founders is a true partner that offers a great level of support.”

To find out how we can help you set up a successful practice, LET’S TALK