Opportunities to Grow & Expand Your Practice

Whether you're an individual advisor looking for new opportunities, or an agency ready to grow your business,
PlanMember has exceptional opportunities available

For Ambitious Agencies & Advisor Groups

keyfacts_sbexterior1 Independent agencies or groups can access new markets and achieve even more success as a PlanMember Financial Center. In partnership with our existing advisor groups, we’ve successfully opened 30 nationwide and have expansion plans for a total of 80 within several years. Qualified advisors or groups seeking to achieve or add an incremental $100 million AUM over five years should contact our recruiting team today.

Learn More:
What is a Financial Center?
Key Facts about Financial Centers
Partnership for Success
Tap Into the Growing National Network
Access More Clients & Revenue

For Advisors Ready to Grow

keyfacts_newmarkets Advisors who become part of a PlanMember Financial Center team enjoy access to new clients and proven lead generation strategies under the leadership of a Financial Center owner. A growth plan to open 80 Financial Centers in strategic locations across the country could give you access to new markets and more opportunities to grow your independent practice with PlanMember.

Learn More:
Key Facts about becoming an Advisor
Unique Business Succession Opportunity
Partnership For Success
Access More Clients & Revenue
Join a Growing National Network