Advisor Opportunities

Is It Time to Leave Your Current RIA Relationship and Search for Greener Pastures?

If A&M LOGOyou find yourself in a frustrating RIA arrangement where you're paying exorbitant fees, earning low payouts, receiving little or no business development or marketing support, or constantly mired in compliance restrictions, then it might be time to consider your options.

AMFG Wealth Management LLC (a division of A & M Financial Group) strives to foster individualized, career-advancing relationships with our independent advisors that focus on your professional growth, new business development and bottom-line success.

 

A & M FINANCIAL GROUP ADVISOR BENEFITS

PROFESSIONAL GROWTH

NEW BUSINESS DEVELOPMENT

BOTTOM-LINE
SUCCESS

  • Education Reimbursement
  • Business Autonomy: Market & Promote Yourself As Your Own Entity If Desired
  • Advisor Seminars (Remote)
  • Annual & Quarterly Training
  • Sessions (Remote)
  • Individualized Marketing Support
  • Outstanding Lead Generation Program
  • Preset Appointments To Help Grow Your Business
  • Case Support Assistance: Variable Life, Long Term Care, Life Insurance, Group Health, Retirement Plans, DI Plans
  • Highly Competitive Payouts (Some Of The Best In The Industry)
  • Low Monthly Association and Technology Fees
  • Maintain Full Ownership In Your Business

INNOVATIVE
PRODUCTS

ADMINISTRATIVE SUPPORT

ADD'L ADVISOR BENEFITS

  • Offer Professionally Managed Mutual Funds Models Without Extra Client Fees
  • Offer Individually Designed & Professionally Managed Customized Stock Portfolios For Accounts As Low As $25,000
  • Choose From Numerous Fee-Based Solutions:
  • 403(b)(7), 457, 401(k), IRA, Roth IRA, Non Qualified Business, Multiple Third Parties Management Options
  • Exclusive Representative Help Center
  • Best-In-Class, Cloud-Based CRM System
  • Panoramix Portfolio Management & Reporting System
  • Top-Tier Financial Planning Software
  • Online Applications & Forms
  • Readily Accessible Commission Data
  • Consolidated Client Statements
  • E & O Insurance Coverage
  • Teleconferencing Services
  • Brokerage Clearing Platform

World-Class Advisors Deserve First-Class Treatment. At A & M Financial Group, you'll have access to more online resources, fee-based solutions, cross-selling opportunities and case support assistance than any other firm can offer. Plus you'll have direct access to an experienced leadership team (which includes our President) trained to help you achieve your personal and professional goals.

 

Greener pastures await. Contact Al Feronti directly at (440) 249-0397, ext. 101, or email aferonti@amfinancialgroup.com to discuss just how green they can be.

 

Al Feronti
President and CCO
AMFG-Wealth Management LLC
924 Westpoint Parkway, Suite 100, Westlake, OH 44145
Direct Line: (440) 249-0397, ext. 101
E-mail:
aferonti@amfinancialgroup.com