Most Advisors realize that their highest and best use is building trusted relationships with their clients. They do this by bringing value-added solutions to their clients that often entail tax strategies, wealth management, estate planning, alternative investments, and a streamlined process that gives their clients peace of mind. One of the major impediments of growing an Advisory business is not having a platform that brings together the necessary professionals to implement the various parts of the plan along with the back-office support to scale the business.
The Larson Financial Platform
At Larson, we have the platform, technologies, and support teams to help your business flourish!
You can rely on your CSM team to coordinate all the moving pieces for your business. Client paperwork, meeting preparation, application processing, and overall act as a liaison between your business and your clients.
Preventing violations is only a small portion of the aid our compliance department gives advisors. Helping advisors manage and file outside business activities, assisting in licensing/registration for insurance and securities, tracking gifts and gratuities, personal securities transactions, managing customer complaints, completing branch audits, are all responsibilities Larson advisors don’t have to bare alone.
Our investment team will assist implementing customized investment strategies with a focus on proven strategies and tax efficiency across all accounts, including assets held with various 3rd party providers.
Our operational infrastructure utilizes cutting-edge solutions and sophisticated tools that bring outside assets into a consolidated management platform for the Advisor.
Keeping up to date on the everchanging world of finance is a tough enough battle as is. Getting this information in the hands of the right clients often proves an obstacle to many advisors. At Larson, our in house marketing team is constantly creating materials (personalized to you) to help grow and sustain your business.
New, exclusive to Larson, alternative investments are constantly being reviewed and acquired by our experienced Capital Management team. In 2022 alone, over 900 million dollars of real estate was acquired. These investments often lead to enormous growth for our advisor’s businesses.
You’ll have the support from a leader in the financial services industry that provides you with the resources to grow your business. From capital to ensure a smooth transition, to a host of services to meet your client’s financial goals, Larson is invested in you, so we’ll be with you every step of the way.
We’ll walk alongside you as you develop a plan to leave the business behind for the next great adventure and make sure that your clients are set up for success.
Meet The People
Stay up-to-date on the latest stories affecting the financial sector and your investments.