Seeking Kalamazoo Advisors

Looking for help to grow your book and revenue for your practice?

• RichMark can provide an ongoing client referral system through our network of Credit Union Relationships.
• RichMark also provides coaching on building a brand formula that will create a better referral source for you utilizing your current book of business.  
  
• We can create a payout system that can allow for you to keep all of your advisor fee structure depending on your current AUM portfolio.  
  
• We will create a turnkey support system along with a dedicated staff member to help transition your book of business.   
  
• We will provide all your Compliance and Investment management services, so you can focus on working with your clients and their plans.  
  
• Coaching on how to create and keep your book independently along with how to turn your practice into more of a small business model as opposed to an advisor model. 
  
• Provide access to multiple marketing programs and strategies that have been tested over time. 
• Coaching on how to use a step by step process to maximize these strategies.