The Grid Difference
Independent but not alone.
Focus on advancing your business and deliver a top tier client experience by tapping into our professional support team.
The skilled team on The Independent Grid already supports a group of financial advisors just like yourself, join the family of professionals working to achieve success, together.
You deserve to build your dream practice, to do things the way you want. We provide solutions designed around your unique needs so you can achieve your goals.
The services we provide include:
Business Development Guidance
Remote Admin Program
Practice Acquisition Guidance
Your business is your blood, sweat, and tears. You want someone to understand and care about it as much as you do.
Our team tailors solutions to your distinctive business foundation.
When elevating your business, a true partner is crucial.
It’s your practice, it’s up to you how you want to brand it. Keep your own branding, or don’t.
Either way, we have an already established brand you can build off of, or we can coach you through expanding your own brand.
Flexibility is essential when you own a business.