Whether you have enjoyed independence with another firm or you want to go independent for the first time and need guidance, Legend is prepared to help you succeed. To today's Financial Professional, independence represents the opportunity to better serve your clients' interests with more comprehensive, unbiased guidance, improving client service, retention and referrals. You need access to a platform designed to suit your clients' needs as well as your overall business objectives. Ultimately, choosing the right firm with the right offerings can allow you to generate and, more importantly, keep more revenue.
- Freedom: Follow your own plan for growth. Build your business the way you envision it, with guidance and support from the Legend team as you see fit.
- Flexibility: Choose from a diverse universe of products and services to better serve your clients. Decide whether to provide commission-based services, fee-based services, or a combination of fee- and commission-based to maintain your business effectively.
- Control your expenses: Legend offers low affiliation fees and E&O insurance premiums and no service/technology fees. Budgeting assistance and consultation is available. It's easy to do the math.
Partnering with The Legend Group affords you the independence you want while providing the support and programs you need, which may ultimately translate into a lifetime of financial security for you and your family.