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Advisor Resources

Advanced Planning Group

We can assist your advisors in creating highly effective solutions to your clients’ needs using our deep internal resources.

AdviceWorks®

Enhance your clients’ experience with access to AdviceWorks. This industry-leading platform makes it easier for clients to see their accounts all in one place and collaborate with your advisors.

Growth360

We'll  support you in identifying and analyzing areas where your practice has the most growth potential. Then we'll connect you to powerful resources and proven best practices to support your initiatives.

Marketing

Advisors in the NFG family enjoy turnkey marketing strategies to help you win clients and enhance your relationships.

My Advice Architect®

This simple, unified platform saves advisors valuable time and helps them achieve greater scale, control and flexibility for financial planning.

Rep on Demand

This powerful option lets you staff up and down instantly when you need support.

Compliance

Our compliance specialists eliminate the stress of worrying about regulatory compliance.

Retirement Plan Specialists

Meet the unique needs of your small-business-owner clients with the help of our retirement plan specialists. We can help improve plan efficiency and employee satisfaction.

LeadEngine

Increase your advisors’ productivity with local, pre-qualified, pre-screened leads.

MarketingCentral

Take advantage of turnkey and customizable marketing plans that you can use anytime for effective outreach.

Research and Trends

Our exclusive research and information resources will help your advisors provide timely, informed advice and add value for their clients.

Portfolio Solutions

We can offer straightforward and detailed solutions to help your clients pursue their goals by fine-tuning their portfolios.

Creative Solutions to Grow Your Business

Creative Solutions to Grow Your Business

We have developed a slate of tools to help you focus on what your clients need, rather than creating similar resources on an ad-hoc basis. The elegant simplicity of these services lets you do what you do best — helping your clients pursue their unique goals.

Our Services

We offer a wide array of services so you can develop a sustainable and thriving business.

Explore Our Services

Our Team

Our highly experienced team is a vital resource for your growth and development.

About Our Firm

Contact Us

Schedule a consultation to gain access to our leadership, connections, and steadfast support.

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