We look to empower you with the tools and resources necessary to allow your practice to grow and thrive. Our organization is guided by our motto of Doing the right thing is always the right thing. Our goal is to make this the last change you will ever have to make.
As a registered representative of The Leaders Group, you will have access to a wide variety of products to best serve the needs of your clients.
Advisory services are offered through TLG Advisors Inc., an SEC registered RIA. As an IAR with TLG Advisors, you will have access to a variety of different fee-based solutions for your customers.
TLG Advisors has five primary custodial relationships and several third-party asset management firms available including an in-house solution with Starlight Portfolios that can be custom branded for your business.
If you have an existing RIA relationship, or have your own, you may keep that relationship.
At The Leaders Group, we are on the same side of the “football”, if you will. Many professional advisors are constantly wrestling with their broker dealers. It is a theme I often hear among members of my industry groups. Working with The Leaders Group, and its home office staff, is not a challenge.
I can pick up the phone and speak with anybody at Leaders to get the help my office and I need. In the past I’ve have been associated with broker dealers where there is a massive feeling of competitiveness among the advisors. At the Leaders Group, a feeling of family pervades throughout. In our profession, to maintain strong client relationships, advisors need backing from a strong team like The Leaders Group. Call us. We enjoy talking about our experience.
We had a fairly seamless transition, which is never easy when you are leaving another broker-dealer. The support with that transition process was great, and the comfortability around creativity, cross-pollination of ideas, and general open-mindedness is wonderful. We are big picture thinkers at Gideon, and we like to leverage various technology platforms and TLG has been great in helping us work through those things, getting things approved, adding new technology, just having a real open mind in general.
The answer at The Leaders Group is not “no and maybe we will reconsider”, the answer is “we will investigate that and see if we can make it happen”. That is a nice breath of fresh air for a firm like ours, having dealt with restrictive broker-dealers in the past. A Broker dealer’s role should be to enable member firm growth as opposed to viewing member requests as a hassle or inconvenience. We could not be happier with The Leaders Group, and we look forward to working with them for many years to come.
The compliance department has been proactive to strategize with, which has been great. The Leaders Group is highly thoughtful in getting us to where we want to be as a firm. Compliance and the whole group make it easy. We can get things done in an expeditious manner.