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
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.
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.