AdvisorNet Financial provides a level of services and 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.
BUSINESS DIVISIONS
Protect your clients business and loved ones from unforeseen circumstances by considering the array of insurance options through AdvisorNet Insurance. They will enjoy the cost-effectiveness and quality that comes from our network of top providers. Our insurance vehicles can support income replacement in the event of a death or disability, supplement investment portfolios and protect estate and business interests. Because each advisor is unique, AdvisorNet Insurance will take time to assess your clients situations and recommend the appropriate risk management products. For more information on AdvisorNet Insurance, contact Joe Larkin.
Support We Offer:
•Annuities
•Disability Insurance
•Long Term Care Insurance
•Life Insurance Products
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 with group and individual clients, contact Kathryn Gigler.
Group Products: |
Individual Products: |
– Medical Insurance – Life and AD&D – Disability – HSA/ HRA/ FSA Plans – Dental Coverage – Voluntary Employee Benefits – Long Term Care – Employee Handbooks – Medicare Plans |
– Health Coverage – Short Term – Permanent – Dental Coverage – Medicare Plans – Health Savings Account (HSA) – Self Employed Benefits |
Using AdvisorNet Financial as your Registered Investment Advisor (RIA) expands your level of service to clients who want more than a simple investment account. Through our flexible platform, you can provide various fee-based financial planning and investment advisory 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. For more information on AdvisorNet Financial's RIA, contact Andre LaBerge.
Support We Offer:
•Direct access to AdvisorNet RIA managers
•Compliance assessment and consulting
•Training and assistance in developing a variety of financial plans
Through our financial professionals' association with Financial Network Investment Corporation, our Financial Network Registered Representatives can offer securities on a scale with the nation’s leading broker-dealers.
As Financial Network’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 Financial Network SmartWorks for client account management from any computer
•Access to Financial Network RepWorks business development services
•Regular training on products, sales, and practice development
IN-HOUSE SERVICES & SUPPORT
Advanced Planning/Case Design
Include AdvisorNet Financial in planning for the strategic objectives of your business and family. We offer tailored analysis and consulting to develop an effective estate plan, business plan, executive compensation, retirement and risk management plans, among others.
Talk to us at the beginning or next growth phase of your business and we can guide you through the planning process while directing you to an array of complementary products and services within the AdvisorNet Financial network.
We can also provide support when offering advanced planning services to your clients. For more information about Advance Planning, contact Joe Larkin.
Support We Offer:
– Informal Business Valuation – Buy-Sell Analysis&D – Business Projections – Key Person Retention – Deferred Compensation – Non-Qualified Retirement Planning – Retirement Funding Alternatives |
– Existing Qualified Retirement Plan Analysis & New Plan Design – Key Employee Coverage – Group Benefits Analysis – Individual Insurance Analysis & Coordination – College Planning – Tax Planning |
Technology Support
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 Jim Noble.
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
Practice Management
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, Photography, Printing
•Website Consultation
•Marketing Collateral
•Logos, Letterhead, Business Cards
•Presentation Materials
•Public Relations Resources
•Marketing Consultation
STRATEGIC ALLLIANCES
If you are seeking another value-added service for your firm, consider the resources and reputation of AdvisorNet Mortgage, LLC. Formed in 2005 with many of our associated financial advisors, we offer an alternative to the high fees of other mortgage companies.
As an associated Financial Network advisor, you’ll enjoy the competitive edge and access to a variety of mortgage and lending vehicles for your clients — with full back office support.
Consider adding this strategic partnership to your financial services mix. Visit www.advisornetmortgage.com 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 Financial 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.
Contact Dan. P. Anderson (612.436.3795) for personal insurance or Dave Burkart (612-436-3704) for commercial insurance, or to learn more visit www.advisornetpc.com