Whether you are a solo broker or an established practice, a partnership with XML Financial Group offers value-added benefits designed to help jumpstart business development, technology upgrades and succession planning.
Do you want to accelerate your or your firm’s growth and ensure continuity?
We can help you or your team create customized technology, operations, marketing and compliance solutions designed precisely for the way you want to do business.
Through our partnership with Focus Financial Partners, we can help you achieve your business objectives with the scale, economics and best practices of a much larger firm.
For those meeting the high standards and making the decision to go independent, our model can help enable you to increase your effective payout while also working towards growth incentives through earn-outs and the potential to participate in a future liquidity event. We can also establish attractive incentive pools for both current and future key employees.
Multiple platforms are available that fits your practice and client needs. Your team can count on our partnership with Focus Financial Partners scale, knowledge and expertise to help customize a platform that’s tailored to your specific needs, with access to leading providers.
Breaking away and launching an advisory firm on your own can be an overwhelming process – but not with us and Focus Independence Services. That’s because while you stay focused on your clients, we take care of everything else. We provide the preparation, organization and transition support capabilities you need to make going independent a turnkey process.
We have experience with guiding both individuals and advisor teams, just like yours, toward becoming entrepreneurs with thriving practices designed specifically for the way they want to do business. If you’re ready to tap into the power of independence and the credibility, capabilities and expertise of independence, consider joining XML and be part of building what you have always envisioned.
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