Advisors
Advisors

Five Ways NPA Adds Value to Your Independent Practice

1. Run your book your way

We’re here to support you and help you succeed.

Your book is your business, and the equity you build in it belongs to you alone. We don’t look over your shoulder. We will never call your clients or tell you how to conduct your business.

As an affiliate of our firm you’ll enjoy complete autonomy to choose the type of practice you want, to pursue the type of client you want and to create the revenue model that suits you best. You can sell the products you want and choose the Advisory platforms that make sense for you.

2. Focus on your clients

We handle compliance and recordkeeping.

For many advisors considering true independence, the thought of dealing with compliance and regulatory requirements may be challenging. But it’s easy to get up and running with us. We take care of compliance and recordkeeping so you can focus on providing exceptional service to your clients and meeting with prospects to grow your business.

3. Start strong on day one

Your office is ready and waiting for you.

When you affiliate with NPA, we will work with you to create a plan to build your business. Our CEO offers 1-on-1 coaching on a variety of topics such as: maximizing your bottom line and increasing your profitability, building recurring revenue, streamlining your client base, time management, adding a junior partner and more. Our Marketing Department will assist you in lead generation and will help you build your personal identity into a dynamic brand that will place you above the competition. No matter what your experience or needs, NPA provides turnkey tools to help you plan and implement a strategy for growth. We make it easy for you to run a successful business and concentrate on your unique abilities.

4. Leverage our expertise

You can concentrate on your clients and your profitability.

Our Planning Center is rated the most valuable service by the network of advisors that make up NPA. Our highly trained technical support professionals are ready to answer your questions on tax, financial planning and product issues, and support you using various planning tools and software programs. The professionals of the Planning Center are there to assist you in estate and business planning concepts, whether it’s basic or complex.

In addition to the Planning Center, we offer our Virtual Assistant (VA) program. Our VA program assists you with all your administrative needs. Our expertise in the financial services industry, attention to detail, and superior problem-solving skills will free-up more time for you to focus on what is important to you and your clients.

5. Share some good ideas

You benefit from our experience.

We’ve learned how to get things done in the smoothest way possible for our advisors, and our size gives us additional clout. We’ve built strong relationships at LPL Financial and with other entities.

Working in a collegial environment with other advisors and sharing ideas and information will also help lift your business. You’ll benefit from the knowledge and experience of your colleagues. Your clients and prospects will gain confidence when they meet you in an impressive office, surrounded by other professionals.

Contact us today to learn more about the many ways NPA seeks to provide value to your independent practice.

Northeast Planning Associates, Inc.
43 Constitution Drive, Bedford, NH 03110 (Show Map)
800-255-8452 |


Advisory services may be offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser, or LPL Financial, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC. NPA and LPL Financial are not affiliated.

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