09/18/2021
Work for an Organzation that Cares About Your Growth
If you 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 |
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, or email [email protected] 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
E-mail: [email protected]
REQUIREMENTS: Minimum of three years of securities experience, a clean U-4, and at least $5 million in accounts under management.