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Support for Any Advisor

Independent Advisors

NFG recognizes the challenges you face in this competitive industry. We have the tools and resources you need to build a stronger business while freeing you up to focus on your clients.

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Insurance-Based Advisors

Insurance-based advisors need specialized solutions for their clients. NFG can help you hone your client approach to enable you to reach the next level.

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Wirehouse Advisors

For wirehouse advisors who are transitioning to an independent practice, you need comprehensive support, connections and resources. We offer the tools you need to pursue independent growth.

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Support and Connections and for Growth & Scale

Support and Connections and for Growth & Scale

NFG supports your growth aspirations with a complete suite of products and services. We have the connections you need to grow according to your vision. You will find everything you need here, along with access to leadership and family-oriented support. Let us help you build the practice you want and deserve.

A Comprehensive Approach to Foster Your Achievements

A Comprehensive Approach to Foster Your Achievements

We are a complete, one-stop-shop offering solutions for everything you need to pursue your growth goals and focus on your clients. NFG helps you build effective strategies to add clients and increase sales by offering comprehensive solutions and enhancing efficiency.

Support for Your Growth Goals

Offering Resources to Meet Your Needs

Our array of advisor services is designed to help you focus on building your business while enhancing your client relationships.

Practice Development

NFG helps you design and establish a productive and sustainable practice, including goal setting and leadership coaching.

Technology Support

We will assist with the initial technical office setup from top to bottom. We can also provide ongoing technical support and troubleshooting.

Conferences and Events

NFG offers extensive networking and training through in-person meetings, webinars, and our new NFG Brokerage LIVE video channel, with segments on sales training, interviews and more. With decades of experience, our investment gurus are always ready to support you in every way.

Continuity Planning

We understand your commitment to your business, and we want to help you prepare for the future. We’ll help you design an effective continuity plan.

Marketing Support

NFG has the connections and resources to help you implement effective branding strategies, including turnkey marketing tools, social media tips and more.

Investment Management

Our one-stop-shop approach to support includes providing insights from our leadership team, industry news and trends, and actionable investment data to help you deliver optimized advice.

Qualified Retirement Plan Support

Our QRP resources will help you present your clients with attractive plan designs and customized ongoing support.

Succession Planning

NFG has effective succession planning tools to help you plan for the future while continuing to build the value of your business.

New Client Onboarding

NFG can ensure a seamless transition for your new clients, through our streamlined onboarding process and robust back-office support.

Complete Training and Support

Complete Training and Support

Our robust support menu is highlighted by comprehensive training and coaching for you and your team. Our family-centered business environment helps you achieve your goals. We reinforce our solution-oriented focus with useful resources and frequent networking and coaching events, helping you build strong bonds across the organization.