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Financial Advisor | Broker Dealers | Independent Broker Dealer | SagePoint Financial

http://www.joinsagepoint.com/client-account-access

The Strengths of SagePoint. The way you see fit. At SagePoint Financial, we offer three robust web-based platforms that enable you to give your clients access to their accounts. We also give you the decision-making power on how much and what type of access your clients should have. Enables clients to access their brokerage accounts, as well as accounts held directly with product vendors. Provides ability to view entire household’s accounts with one login. National Financial Services (NFS). Determine the ...

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Financial Advisor | CFP | Certified Financial Planner | SagePoint Financial

http://www.joinsagepoint.com/succession-planning

The Strengths of SagePoint. Planning for the day when you transition the business you’ve built to someone else can be a daunting task. But it doesn’t have to be. In addition to providing you with access to expert succession planning consultants, SagePoint Financial offers access to two customizable succession and continuity programs that can be customized to fit your specific business model:. The Business Value Program. And strategies for enhancing what your practice is worth.

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Investment Advisor | Financial Management | Financial Advisor | SagePoint Financial

http://www.joinsagepoint.com/support-services

The Strengths of SagePoint. Our support and services. Aim to grow your business. While it’s not always clear what you’re going to get from other broker-dealers, SagePoint Financial leaves no doubt about the support and services you’ll receive from us. In addition to expert compliance support. And a full range of solutions for your business succession planning. SagePoint provides you with:. You are missing some Flash content that should appear here! We provide expert compliance support.

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Financial Management | Financial Advisor | Broker Dealer | Independent Broker Dealer | SagePoint Financial

http://www.joinsagepoint.com/products

The Strengths of SagePoint. A broad range of providers. Unlike with some broker-dealers, SagePoint Financial advisors have the flexibility to access financial products from hundreds of companies. This uncommon level of independence enables you to provide truly sound advice to your clients, with the confidence that you’re presenting them with the best available solutions for their needs. AIG Financial Distributors - SunAmerica Mutual Funds. Aquila Group of Funds. City National Rochdale, LLC. Mutual Funds ...

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Helping You Grow Your Independent Financial Advisor Business | Guidance, Tools & Resources | SagePoint Financial

http://www.joinsagepoint.com/helping-you-grow

The Strengths of SagePoint. To helping you grow. SagePoint Financial shares your vision of growth for your business. And we provide the guidance, tools and resources necessary to make it happen. With us, you’ll have access to a broad and diverse range of business development. Solutions, to protect and maximize the value of your business today and in the future. We’ll provide you with the professional marketing support. And materials you need to attract and retain clients, and to avoid compliance headaches.

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Financial Advisor Recruiting | Financial Advisor | CFP | Independent Broker Dealer | SagePoint Financial

http://www.joinsagepoint.com/our-recruiters

The Strengths of SagePoint. Full time experts in business transition, understanding every nuance behind a move. Genevieve Hodges-Sisco, Senior Vice President of Recruiting. Nathan Akers, Vice President of Recruiting. Sam Saucedo, Vice President of Recruiting. Julie “Jake” Clark, Vice President of Recruiting — SagePoint Financial, Inc. She coached, trained and mentored the management teams on these strategies. Iyana Harris, Internal Recruiter. Iyana Harris has a comprehensive understanding of Advisor Supp...

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Gallery | SagePoint Financial

http://www.joinsagepoint.com/gallery

The Strengths of SagePoint. Advisor Ideas In Action. We lead by putting your ideas into action. At SagePoint Financial, we understand that collaboration leads to innovation. We listen to our advisors, and as you’ll see from the videos below, your ideas help drive our ability to provide solutions that support your vision for success. Matthew O’Neal Davis. One man’s vision for a comprehensive business dashboard led to SagePoint’s powerful, highly efficient advisor portal. John Unice, CFP. George Hicks, MBA.

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Financial Marketing Support | Independent Brokers | Broker Dealers | Financial Advisors | SagePoint Financial

http://www.joinsagepoint.com/marketing-support

The Strengths of SagePoint. Our marketing support provides. An easier path to better results. Marketing your business consistently and effectively does not have to be a chore. SagePoint Financial puts tested, proven-effective marketing materials at your fingertips, and we back it up with the sound consultative support you deserve. Everything we provide in our marketing center is pre-approved, which means your materials should not be a concern in the event of a compliance review. Securities and investment...

joinsagepoint.com

Financial Advisors | Financial Planning | Financial Planner | Broker Dealer | SagePoint Financial

http://www.joinsagepoint.com/in-the-news

The Strengths of SagePoint. Welcome to the SagePoint Financial media center. We're making headlines as we take business in a new direction. Check out the following news articles to learn more. June 15, 2015. Advisor Fights Cancer, Blasts Through Million-Dollar Level in Same Year. Todd Bury’s brush with mortality actually spurred his efforts to accelerate his business growth while putting his life in perspective. March 27, 2015. Are brokers being branded with a scarlet 'S'? March 3, 2015. March 3, 2015.