Using FusionPowerTM To Magnify Financial Advisory Success
Join 2,200+ TopTier Advisors Across The Country
Wealth Managers ♦ Investment Advisors ♦ Insurance Professionals
Fusing advanced financial knowledge, experience, products
and services with sound engineering principles.
Built Upon The Financial Engineering Platform
OpenOption Dream Engineering
In a sea of sameness, brand, position and differentiate
yourself as a “financial solutions provider”
Click Here For a Free Consultation
Our Turnkey Concierge Services Approach
Plan • Coach • Train • Negotiate • Implement • Monitor • Refine
Exit Strategy Development
|
Conversion To Independence
|
New “RIA” Construction
|
||
Practice Efficiency Design
|
Advanced Case Implementation
|
Build Marketing And Branding
|
||
Craft Internal Succession
|
Products And Services Fusion*
|
Practice Valuation - In Motion
|
||
Facilitate: Buy - Sell - Merge
|
*Fusion - Fusing dynamic products, services and compensation into a financial advisory firm.
Financial Success By Design
Ramp-up revenues, client quality and client relationships. Why re-invent your practice when you can re-tool it as you see fit?
FusionPowerTM
Equipped with an arsenal of best-of-breed resources and a highly experienced and multi-disciplined team of professionals, the program can amplify your perpetual value and success.
Fortify your client value proposition by fusing new services and products into your offering; creating fresh revenue and profit silos while enhancing client acquisition and retention.
The Result — Custom Designed Success Blueprints
OpenOption Dream EngineeringTM interfaced with highly competent advice and efficient implementation . . . monitored and refined as needed.
Create An Unfair Advantage For Your Firm
• Side-Step your competition to capture and retain more affluent clients. • Deal more effectively with client financial life support systemsTM. • Maintain the “gatekeeper” position your firm already has with clients or rise to that “gatekeeper” position. |
• Differentiate your firm in an uncompromising, innovative manner. • Brand and position your organization as a “financial solutions provider.” • Activate the planning, marketing and technical tooling mandated by today’s volatile financial arena. |
The Engineering Team
|