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Do you want to enjoy the freedom and satisfaction of being your own boss but also feel confident that you have the support and stability you need? With Sequent Planning as your Registered Investment Adviser (RIA), you get both — independence and institutional support — the perfect blend of freedom as an independent contractor, and the structure, tools and processes you need to succeed in today’s competitive market:
In addition to independence and institutional support, you also get a third “I”: additional income. Sequent Planning does not take a haircut on your insurance commissions.
If your broker-dealer or RIA isn’t helping you fill your sales pipeline, what are they doing? Sequent Planning’s solid lead strategies and compliant, turnkey marketing systems give you an edge.