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In Their Words |
The Support of Senior Management
“During my 27 years in the industry, I have yet to find a firm who’s CEO devotes as much personal time and energy to assisting individual financial advisors as Michael DePol. This quality is definitely a rarity and one that I truly admire.” The Hybrid Business Model – The Perfect Solution
“I was an independent advisor with another broker-dealer and realized that I needed a firm that provided more support, practice management, and business development assistance. Nationwide Planning gave me the perfect solution with their Hybrid Business Affiliation Model. With their Hybrid Model, I get a high payout with excellent support.” A Smooth Transition
“After transitioning to Nationwide recently, I was extremely impressed with the overall process and professionalism. Their monitoring system tracks the progress of each step throughout the transition process, all while requesting my feedback on what they could do to improve upon the process.” A True Open Architecture Platform
“Nationwide Planning gave me the infrastructure that enabled me to successfully operate as an independent advisor. They have arrangements with an endless amount of best-in-class providers, which gives me the opportunity to offer clients whatever is appropriate for them”. Great Support So I Can Put My Clients First
"With Nationwide Planning Associates, I have experienced outstanding Broker Dealer support which has allowed me to independently put my clients' best interests first while growing my practice. If you are looking for firm that will consistently exceed your expectations, there is no reason to look any further than Nationwide Planning." A Great Insurance Line-up With Outstanding Support
“With the NPA Insurance Back-Office Support Team, the arduous insurance process is made simple. They provide me with exemplary support, which allows me to spend time more with my clients focusing on other areas of financial planning. They also handle getting me ‘appointed’ with all of the insurance carriers – which is a significant time saver.” Partnering with Financial Institutions
“Nationwide Planning supports my Credit Union affiliation by giving me all of the operational support I could ever need. They keep me informed of all compliance regulations that need to be observed or addressed, process all paperwork, and deliver results when there is an operational issue.” |
Making The Move
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