As an entrepreneur, you can affiliate with us in many ways. Take a few moments to choose your path, explore your options and uncover the ways 1847Financial can help you.

Your goals

We can help you with your goals

I want to qualify as a top producer at events/conferences.

I need a business plan

I want more referrals/prospects in my pipeline

I want to increase my wallet share with new and existing clients

I want to explore new revenue streams

I want to enhance my credentials or designations

I want to partner with centers of influence for referrals and/or teaming options

Your business model

Let us help with your business

Fee-based planning / holistic planner

Investments only / Investment Adviser Representative (IAR)

Insurance only

Insurance and annuities

Wealth manager

Your legacy

We can help with your legacy

I have adult children that are interested in taking over my practice when I retire

I have business partners / co-owners within our practice that will buy my practice/share when I retire

I have not identified a successor for when I retire, but I do have a continuity plan with a financial professional in case something happens to me

I do not have a continuity plan, nor a succession plan for when I retire

I want to die at my desk

Your current situation

Can help with your current situation

I struggle with limited flexibility or strict compliance at my current firm, and there’s nobody to talk to

I don’t feel like I have maximum earning potential with my current payout & compensation structure

I don’t have an accountability partner or study group to help me bounce ideas off of other financial professionals

My technology suite / options are limited at my current firm

The service and support I receive from home office teams is less than adequate or unresponsive

There are limited opportunities to increase my knowledge and skills as a financial professional

I can’t afford health insurance or other benefits like a retirement plan / 401k plan

How can we help?

Select an option on the left to see how we can help.

Meet our field leaders to help guide you, and find out more about our rewards and recognition programs.

Gain clarity on what you want to build and how you define success
Design a strategic plan that capitalizes on your strengths
Execute with an accountability partner who helps you stay the course

Meet our practice development team to help or refine your business plan.

Access 1-on-1 coaching and a comprehensive marketing suite to build your website, email, and social media presence. Meet our marketing team to help you focus on client acquisition and retention.

Meet our product team and sales desk to help you present the right products and platforms prospects and clients.

Meet our advanced sales team to help you focus on diving into financial planning, business owner planning, retirement planning and estate planning.

Investigate our proprietary Strategic Business Solutions program.

Explore options for whole life / universal life and term life products for both individuals and survivorship and amazing dividend history

Explore our proprietary Professional Alliance Advantage program designed to enable partnerships through unlicensed or licensed CPAs and P&C attorneys.

Explore the platforms, programs and technology for our fee-based planners/holistic planners

Explore your options for brokerage, advisory, and retirement account platforms and products for our registered representatives and IARs

Explore options for whole life / universal life and term life products for both individuals and survivorship and amazing dividend history

Explore our variable, fixed, indexed and immediate annuity options to meet any income and time horizon goal.

Explore the platforms, programs and technology for wealth managers to go beyond financial planning and into services like investment management, business owner planning, estate planning and legacy planning.

Avoid any family issues or concerns such as buy/sell agreements with children that want to carry forward your legacy vs. children who do not want to be a part of your practice. Let our practice development team guide you through your options.

Formalize your succession plan with business partners, including continuity agreements, succession agreements, practice valuation and buy/sell agreements potentially funded by insurance policies. Let our practice development team guide you through your options.

Determine if your continuity / contingency plan would benefit from becoming a full succession plan, or if you need to do more work to find your true successor. Let our practice development team guide you through your options.

Form a continuity or succession plan, as well as entertain offers from our ‘practice buyers’ database’ when the time comes to sell. Let our practice development team guide you through your options.

Seriously?

Check another option please. It may seem hard but we’re here to help you with an informal / formal continuity and succession plan.

Meet our compliance and supervision team, and even consider a complimentary call / confidential discussion about your business plan, marketing plan, advertising materials and ongoing marketing needs before you join.

Work with one of our field leaders to help you understand our rewards and recognition programs and our overall compensation

Cash bonus plan
Whole life persistency bonus
401(k) with company match
Retirement plan with company contribution
Non-qualified deferred comp up to 50% of your current comp

Compensation, bonuses and benefits vary. Exclusions or limitations may apply. Contact 1847Financial to learn more.

Don't work in a silo.

With our practice development and marketing teams, you have a dedicated coach who will help you reach your goals.

83% of advisors agree that better technology will improve client acquisition. ¹

Explore Ace, Insight, Gateway and our wealth management tools like NetX360, Envestnet, Morningstar, WealthView, Fi360, AdvicePay, FMG Marketing Suite, and our full list of recommended tools.

¹ ThinkAdvisor

Request a virtual or in-person home office visit and we’ll let you meet with every team you’d engage with that is essential to your practice.

We offer a wide variety of options for professional development.

Wealth Management University
Immersion training for new FPs (quarterly)
Firm-level training
Robust training calendar
30-minute Thursdays
Field development day

Talk with us about:

Cash bonus plan
Whole life persistency bonus
401(k) with company match
Retirement plan with company contribution
Non-qualified deferred comp up to 50% of your current comp

Choose Your Path