You have been selected...
2016 Gradient Securities Annual Meeting
Your mission, should you choose to accept it, involves turning one of the industry’s biggest challenges in decades into a windfall for your practice.
The Department of Labor (DOL) Fiduciary Rule changes not only how you earn money, but also adds a layer of scrutiny to an already highly analyzed industry. In addition, there is the pending rise of robo-advisors. The industry is clamoring to compete with these wired foes who are challenging product providers and technology vendors to create more efficient ways to do business.
This mission isn’t for the faint of heart. Many advisors may choose to respond by throwing in the towel and exit the business, causing thousands of consumers to have to begin searching for a new advisor to help service their accounts.
Regardless of what lies ahead, you will not face this mission alone!
Gradient Securities is your committed partner and will provide you with the tools, technology and support to help you thrive while others struggle to survive.
With every mission, technology plays a vital aspect of the service your clients deserve.
To help you succeed in this mission, our proprietary technology platform, KonnexMe, offers proven ways to streamline your practice, provide transparency, and enhance client relationships. And, to help you stay ahead of robo-advisors, we have expanded our technology platform with future offerings such as New Generation Retirement Planning, electronic signatures, and paperless back-office processes.
We encourage you to accept the mission before you: Grow your business by engaging and educating consumers with our unique technology and minimize your administrative costs through automated and effective processes.
Gradient Securities is here to help make this seemingly impossible mission possible!
For representative/firm use only. Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC is not affiliated with or endorsed by the Department of Labor or any government agency.