At Sovereign, we compete to win.
As an Independent Financial Advisor on our team, you get access to people with a record of success and a winning attitude. We are always willing to put in the extra time and effort with you in order to help you and your business succeed.
Let us help you discover proven methods for screening candidates, hiring top talent, and motivating staff. Receive guidance on compensation and benefits, industry trends, potential pitfalls and proven approaches.
Create efficiencies and more effective client interactions. Our independent broker dealer firm provides guidance for your practice, such as ideas on process improvements. Areas we can help investment advisors like yourself include: include designing streamlined, repeatable processes and documenting standard procedures and time management guidance. Tools to help you manage your client base to maximize profitability and ensure premium service for your top tier clients.