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INDEPENDENCE

INDEPENDENCE WITH A PARTNER

True independence whether you office on your own or office in one of our financial institutions. Virtue Financial assists our advisors in helping grow their business by providing training, technology, seminars, marketing and referrals as well as through the acquisition of books of business.

BENEFITS OF PARTNERING WITH VIRTUE FINANCIAL

Ability to build your own business and grow your net worth

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  • Build your own book of business

  • No non-compete agreement with Virtue or Infinex

Succession Planning

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As a financial advisor with a growing business, oftentimes you don't have a moment to think about planning for your business' future while you advise on your clients'. Leave that planning to us. With the help of Infinex we can help you prepare a successor, execute your transition and create a plan for your practice to minimize disruption for your employees and clients

Freedom and control in providing objective client advice

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  • No proprietary product quotas

  • No production quotas

Individual production driven payout structure

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  • Same schedule on all products

  • No account size differentiation

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