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Creative Planning

Strategic Advisor Program

A Fiduciary Advisor Partner For Your Customers

You want to provide the best solution possible for your clients in a competitive Wealth Management industry. Through the Strategic Advisor Program, you partner with one of the largest and most awarded independent wealth management firms to deliver customized investment solutions and comprehensive planning from a team of credentialed specialists including CFP®s, CPAs and estate planning attorneys.

Our Partnership Can:

  • Complement your existing services and product offerings
  • Reduce your liability and compliance requirements
  • Aggregate more revenue-producing assets
  • Improve your organization’s overall profitability and success rate

Program Structure

For participation in the program, Creative Planning shares advisory fees for referring the relationship. In addition, Creative Planning provides:

  • Employee training to discuss wealth management services with customers
  • Physical and digital marketing support
  • Dedicated advisors to manage the relationship with your employees and customers

Please let us know if you would like to discuss partnering with our firm by completing the form below.

If you need any additional information please contact: [email protected] or call us (833)-210-0806

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