Peer Strength

Our Mission

Interdependent Advisors’ mission is to create significant and lasting benefit for our Partners through more compliant, productive, profitable and efficient financial practices.

JOIN AN OSJ OF PEERS FOCUSED ON
GROWTH, COLLABORATION, & FLEXIBILITY!

It is interdependence that makes this OSJ of Peers more valuable than its individual parts.

Be prepared to feel right at home!

INTERDEPENDENCE AWAITS

Peer Testimonials

“Interdependent Advisors – this OSJ is the embodiment of what independent financial advisors want their OSJ to be. There is a strong support system with repeatable processes that are built to help you streamline your business. There is a community of advisors who are willing to share their best ideas and brainstorm creative solutions to complex issues. We share our success stories and struggles with these friends. This group has been transformational for our business and I am grateful that we are connected to them.”

Adam RexVice President of Risk Management - Cornerstone Financial Services, Inc. - Trailhead Financial Partners

“The tagline of Interdependent Advisors is "OSJ of peers". You should not take that for granted or assume it is a meaningless marketing motto. If you are looking for a sales or compliance manager, keep moving. If you are looking to hold on fiercely to your independence, while still remaining connected to advisors with whom you share values and an overall worldview, then IA is worth your consideration. I know of very few OSJ groups where you are granted the freedom to operate fulfilling YOUR vision, while being supported by other advisors who bring a different strength and perspective to the conversation. My office has benefited greatly because of the partnership with IA. Going back nearly 50 years when our founding partner started in the business with a founding partner of another IA office, the sharing of best practices, and encouraging each other has been central to the value-proposition of this OSJ. There are plenty of groups out there, but few who look out for each other the way IA does. We were glad when we joined and are glad to remain a part of this OSJ of peers.”

Bryan RexVice President of Planning - Cornerstone Financial Services, Inc.

Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer’s comments may not be representative of any other person’s experience and is no guarantee of future performance or success.

BENEFITS OF COLLABORATING
WITH AN OSJ OF PEERS.

GROW YOUR OWN WAY – OSJ of Peers

Enjoy a start to finish experience, as the IA team guides you throughout the succession planning process, as well as mergers and acquisitions, buyouts, and all other kinds of business growth – including, but not limited to:

- BRANCH BUILDING
- PRACTICE MANAGEMENT & BUSINESS DEVELOPMENT
- TALENT ACQUISITIONS
- LEGACY & SUCCESSION PLANNING
- ONBOARING
- TECHNOLOGY
- INDUSTRY TOOLS & SUPPORT

PEER COLLABORATION – Community Support

- ACCESSIBLITY TO LIKE-MINDED PEERS
- INSTANT ADVISOR TO ADVISOR, & ADMIN TO ADMIN SUPPORT
- ANNUAL ROUNDTABLE
- “ALWAYS IN BETA”
- ADVOCACY & SUPERVISION
  - CAMBRIDGE (CIR)
  - BUSINESS PARTNERS & PLATFORMS

FLEXIBILITY– Strategic Marketing

Developing a marketing strategy through social platforms, and a modern, mobile, & SEO-friendly website will help you to stand out in today’s crowded marketplace. Where we can help:

- WEBSITE DESIGN & DEVELOPMENT
- SSL CERTIFICATES (complimentary with all hosted sites)
- SEO SUBMISSIONS
- GOOGLE ANALYTICS
- SOCIAL MEDIA PRESENCE – FB, IG, LINKEDIN, TWITTER

Compelling marketing strategies may include, but not limited to:

- MARKETING CONSULTATIONS & RECOMMENDATIONS
- PRE-APPROVED CLIENT EMAILS, CAMPAIGNS, & SOCIAL MEDIA CONTENT
- GRAPHIC DEESIGN
- OVERVIEW ON CLIENT EVENT PLANNING & WHOLESALER SUPPORT

GROW FORWARD – Let’s connect