AdvisorNet Financial provides support independent financial advisors rely on to operate their firms efficiently and competitively. Over the years we’ve developed a vast network of support services and industry partners that solidify our position in the market and provide you with cutting edge technology and access that larger institutions enjoy. In addition to client products such as securities, insurance, advisory services and advanced planning, AdvisorNet Financial is your partner for outsourcing human resources, technology, marketing, and benefits. We also offer access to companies that can offer mortgage services and Property & Casualty Insurance to increase the services you can provide to your clients. With a menu of resources to choose from, we can work with you to utilize the services that best suit your firm.
A full service insurance brokerage agency available to assist you with life insurance (including variable), fixed & indexed annuities, disability and asset based long term care.
We are also able to help you with:
- Planning and Concepts
- Carrier and Product Selection
- Spreadsheets and Illustrations
- Ordering Exams and Doctor's Reports
- Complete Case Management
- Post Issue Servicing
AdvisorNet Insurance has the experience to assist you and your clients in analyzing their needs, whether it is for family, business or estate planning and provide you with presentations and support to help bring the case to a successful conclusion.
AdvisorNet Benefits is your employee benefits resource, helping you to help your clients with their employee benefits needs. We will help you navigate and assess carriers to reign in costs and gain competitive, quality benefits for your individual and small business clients.
AdvisorNet Benefits can assist you in reviewing your clients' existing benefits including medical, HSA/HRA, dental, disability, life, long term care and cafeteria plans to determine their effectiveness and cost efficiency. We offer a variety of optional resources, from HSA TPA's to flexible benefit plans and employee handbook development and revision.
We are your resource for the latest employer and benefits legislation that could impact your clients' benefit plans. Look to us to help your clients with employee education, benefit summaries and strategy sessions. We will help you and your clients understand how their benefits stack up against other firms. This will allow you to focus on your business while we find the best benefit solutions for your clients on your behalf.
For assistance please contact:
Jim Driscoll – Qualified Plans
Jordan Van Cleef – Group Insurance
Lisa Adolphson – Individual Products & Medicare
AdvisorNet Wealth Management (AWM) is our Registered Investment Advisory (RIA) division. To provide more choices for your business, we offer alternative RIA platforms to those offered through our associated broker-dealer, Cetera Advisor Networks. Through AWM, you have access to our proprietary investment management platforms, utilizing Charles Schwab & Company as custodian. You can also provide various fee-based financial planning and consulting services. These include one-time or annual financial plans; plan updates and reviews; and financial planning and investment advisory services "as needed" or at scheduled consultations throughout the year.
Through our financial professionals' association with Cetera Advisor Networks, LLC, our Registered Representatives can offer securities and investment advisory services on a scale with the nation’s leading Broker-Dealers/Registered Investment Advisors.
As Cetera’s regional office, we provide a close-knit team of experienced professionals who can help you assess and develop your practice. We’ll educate you on the latest services and technology to stay current on products, compliance, and new opportunities to serve your clients.
For more information on AdvisorNet Securities, contact Todd Kelzenberg.
Support We Offer:
- Full Broker/Dealer Representation
- Real-time market data through NetExchange Pro™, Morningstar™, and other recognized sources.
- Access to Cetera's SmartWorks for client account management from any computer
- Access to Cetera's RepWorks business development services
- Regular training on products, sales, and practice development
Cetera is under separate ownership from any other named entity.
IN-HOUSE SERVICES & SUPPORT
Advanced Planning/Case Design
AdvisorNet Financial has the resources to assist you in sophisticated planning for the strategic objectives of your business and family. We offer tailored analysis and consulting as well as joint work to develop and execute an effective estate plan, business succession/exit plan, executive compensation program, as well as retirement and risk management plans.
Talk to us about your next case and we can help you to develop and present strategies that help your client(s) accomplish their objectives of reducing taxes, increasing and protecting wealth and taking care of the people important to them in their lives.
For more information about Advance Planning, contact Joe Larkin.
Support We Offer:
- Informal Business Valuation
- Buy-Sell Analysis & Design
- Buy-Sell Funding
- Key Person Retention
- Executive Cafe – Outs for Life & DI
- Non-Qualified Executive Retention & Retirement Plans
- Existing Qualified Retirement Plan Analysis & New Plan Design
- Group Benefits Analysis
- Individual Insurance Analysis & Coordination
- College Planning
- Tax Planning
- Estate Planning
- Charitable Planning
- Structured Settlements
- Life Settlements
- Premium / Private Finance
Enjoy reliability, sophistication and security with the technology services of AdvisorNet Financial. We work with both in-house and remote advisors to secure their systems, consult on software and business solutions, and assist with the daily decisions and troubleshooting necessary to ease technology pains.
We understand the products and requirements that sustain a growing financial services firm. From simple services such as email hosting and faxing to the set up and implementation of remote office networks, AdvisorNet Financial is dedicated to providing a high level of technical support to serve advisors well into the future.
Our IT Support and Practice Management departments also provide cost-saving solutions to improve the efficiency of your firm while ensuring compliance and excellent client service.
For more information on our IT Services, contact Trisha Qualy.
IT Services Support:
These IT Support options are offered at varying levels to our advisors:
- Application Selection and Support
- Equipment Selection and Implementation
- Network and Desktop Administration
- Security, Firewall and Virus Protection
- Data Storage and Back-ups
- Email Hosting/Fax Services
- Website Development
Rely on AdvisorNet Financial to support your case prep and practice management needs with our host of software, research and analysis services. We offer the infrastructure for a clear business management optimization process and to make client service easy and sophisticated.
For more information on our Practice Management Services, contact Jeanne Wiedewitsch. .
Support We Offer:
- Case Prep Consultations
- Broad-based Financial Plans
- Targeted Analysis
- Charitable Giving Planning
- Asset Allocation
- Investment Research/Portfolio Analysis
- Investment Review Preparation
- Stretch IRAs, 72t distributions, RMDs
- Personalized Marketing Tools Sample Financial Plans
- Software Assistance
In a sea of financial advisors, building a distinctive brand is one of the most important strategies for your firm. AdvisorNet Financial celebrates your unique perspective with innovative marketing tools and ideas to help you get noticed by the right referral sources and clients.
Our primary role is to do the research and connect you with reputable, professional resources and experts. But we can also advise you on the messages and opportunities that fit your target market and provide in-house design and branding services.
If you need strategic help, a direction for creating marketing collateral, or some advice on how to implement a specific marketing campaign, AdvisorNet Financial will find the answers for you.
For more information on our marketing resources, contact Abby Pierre.
Support We Offer:
- Brand Development
- Design, Printing
- Website Consultation
- Marketing Collateral
- Logos, Letterhead, Business Cards
- Presentation Materials
- Public Relations Resources
If you are seeking another value-added service for your firm, consider the resources and reputation of LeaderOne Financial Corporation. Founded in 1992 as a local mortgage lender with a staff of one, LeaderOne Financial is experiencing explosive growth of 1882% over the last three years in mortgage markets across the country, creating a stronger base to serve existing and future loan offices.
As an associated Cetera Advisor Networks advisor, you’ll enjoy the competitive edge and access to a variety of mortgage and lending programs for you clients…with full back office support.
Consider adding this strategic partnership to your financial services mix. Visit the following links for more information.
AdvisorNet Financial offers a seamless link to reputable risk management products — adding depth to your financial planning services. Through a strategic partnership with AdvisorNet Property & Casualty, we work with a select group of financially sound and client-focused insurance companies.
Our property and casualty services will support your assessment of client risk, control of premiums, and assurance that clients are adequately covered against losses. For personal and commercial lines, we can tailor coverage, limits and deductibles to best fit your client needs.
Learn more about us at www.advisornetpc.com. Contact Dan Anderson (612.436.3795) for personal insurance or begin a review with our Personal Insurance Needs and Options Survey. For Business Insurance contact Dave Burkart (612-436-3704) or request a quote using the General Business Insurance Quote Request.
AdvisorNet Portfolio Partners works with you to make advisory business easy. Their team of professionals provides powerful portfolio management, back-office support and streamlined trading resources, giving you time to focus on growing your business and solidifying client relationships.