Select Clients
Legal Services
compliance
Audits
customer disputes and expungement
regulatory defense
ria setup/MAINTENANCE
Continuity/Succession Planning
need a plan
Find a Successor
Buy/sell agreements and funding
Practice Management/Coaching
spend more time with Clients
Streamline your Business for growth
Maximize profitability
Testimonials
“Craig is the guy that you can count on to connect you with the right broker dealer. His vast knowledge of each broker dealer and what they can offer to your business is indispensible. He has a true understanding of how this business works and why it is beneficial to go independent. His many ideas are insightful and pragmatic. Craig’s knowledge and expertise will certainly lead you to the most satisfying path of your career, he certainly helped me. ”
“Advisor Resource Network took all the burden off my shoulders when it came to finding a successor for my practice. Craig, took his time to understand why I was looking for someone to take over my book and what was and was not important to me. Craig presented 3 great potentials that all seemed to be a great fit for me. Because of their work, I spent very little time worrying and focusing on researching each of these individuals, yet felt that I had a very strong grip on each one. I can’t thank them enough for really limiting the stress and time I would have had to spend on this if I did it on my own. ”