Home of the Advisor Empowerment Process
Empowering financial professionals so they can help as many families as possible.Ā
Let's Talk!
Ben S.
"Being in this business for as long as we have, I can honestly say that Team Colton is the best we've worked with. I truly feel like we have a partner and aren't alone in this journey. We're all excited for a continued partnership with Team Colton and the FIG family."
Ryan S.
"After working with Colton and his team, I managed to build a practice that wrote $30mil+. I believe there is no coincidence that the year Colton became the leader of our team just so happens to be a new record year for me. "
Randy F.
"The whole team is superior. They can be relied upon for special needs in solving problems and keeping us informed. Also, business processing is always on point."
FEATURED IN:
As an advisor, can you relate to these struggles?
- Constantly chasing the next lead instead of being sought after.
- Staying current with the latest investments and products so you can best serve your clients.
- Sales and marketing systems are not congruent with one another.
- Having a hard time finding, training, and keeping talent on your team.
- Not sure what the valuation of your firm is and what the best steps are to building a successful succession plan.
- Looking for ways to attract high net worth prospects.
- Not getting enough time for yourself or family because you are always working in the business, not on the business.
- Having clients that donāt refer their friends and family to you.
If you answered yes to any of these statements, then the Advisor Empowerment Process is for you!
Get Started Now!Contact:
19520 W. Catawba Ave.,Ā Suite 200
Cornelius, NC 28031
Tel: (704) 439-2384
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Securities offered through Barnabas Capital, LLC, Member FINRA/SIPC. For more information, please visitĀ brokercheck.com,Ā finra.orgĀ and/orĀ sipc.org.