Advisor Group: In Your Corner
Real people + real support = real results
Make your business part of the equation.
In addition to the service you expect, Advisor Group offers real support from real people to help you grow your business and achieve real results. 
Give us a call at 844-2-JOIN-AG or fill out the form to learn more about our support programs.
Business Coaching & Consulting
Advisors grow an average of 38% with coaching programs from our team of experts.*

Our team of business coaching experts supports financial professionals and their businesses with the goals of improving profitability and efficiency through coaching, consulting, and training. These consultants work with businesses at all stages of their life cycle, from business inception to exit.

*Growth in revenue based on program participant data from 2008 to 2018
Advisor Marketing Support
Our advisors experienced an average of 50% revenue growth when they leveraged our MyCMO platform.**

Our dedicated team of in-house marketing specialists help financial professionals tackle marketing challenges and build their brands in ways they hadn’t imagined. Additionally, we offer a proprietary marketing automation platform, MyCMO, to deliver personalized content to clients and prospects across every channel. 

**Advisor Group financial professionals who are MyCMO users generated 50% higher annual revenues relative to non-users in 2020.
Succession & Acquisition Support
We successfully completed 162 acquisitions and 412 continuity agreements last year alone.

Whether the path you’re on leads to growing your business through acquisitions or to passing the torch, our Succession and Acquisition teams are here to help you prepare for the journey ahead. They provide personalized support from a team of succession planning experts with 50+ years of experience, as well as:
  • A matchmaking platform that helps financial professionals connect with prospective buyers, sellers, or those simply seeking a continuity partner
  • Acquisition financing by Advisor Group
  • A real-time valuation of your business
  • Numerous templates and turn-key resources to help facilitate the deal
Ready to make your business part of the equation?
Give us a call at 844-2-JOIN-AG or fill out the form to learn more about our support programs.

Advisor Group | In Your Corner Facebook Twitter LinkedIn YouTube

20 E. Thomas Rd., Suite 2000  •  Phoenix, AZ 85012  •  844-2-JOIN-AG  •


FOR FINANCIAL PROFESSIONAL USE ONLY: Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Advisor Group, Inc. is an affiliate of these firms.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

Disclosures  |  Terms of Use