What's the Difference?
In an aggregator model, you keep your name, they keep your wealth.
In our integrator model, you're building and keeping your wealth while a part of one mission and one team.
| Benefits | RIA Aggregators | Independent Broker Dealers 1099 RIA's | |
|---|---|---|---|
|
More Time with Clients
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RIA Aggregators
|
Independent Broker Dealers 1099 RIA's
|
|
Smooth Transition Process
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|
RIA Aggregators
|
Independent Broker Dealers 1099 RIA's
|
|
Succession Planning
|
|
RIA Aggregators
|
Independent Broker Dealers 1099 RIA's
|
|
Grow Your Business
|
|
RIA Aggregators
|
Independent Broker Dealers 1099 RIA's
Limited
|
|
Career Opportunities
|
|
RIA Aggregators
Limited
|
Independent Broker Dealers 1099 RIA's
|
|
Flexible Deal Structure
|
|
RIA Aggregators
Limited
|
Independent Broker Dealers 1099 RIA's
|
|
Fee-Based Solution for Brokerage and Variable and Fixed Insurance
|
|
RIA Aggregators
Limited
|
Independent Broker Dealers 1099 RIA's
|
|
Death Benefit Clause with 100% Payout to Beneficiary
|
|
RIA Aggregators
|
Independent Broker Dealers 1099 RIA's
|
Work Less, Make More and Don't Change a Thing
We're describing the empty promises that aggregators try to sell you on.
When we're talking about an "aggregator," we're talking about the other people trying to buy your business. They promise you the world: more time, more money and no change for you.
The reality is, you can't have all three.
See the difference with us.
You participate in the Wealth Creation Story.
Through partnership with an integrator like Credent, your expanded team does all the work while keeping you in the spotlight.
With Credent, you grow as we grow.
I was drawn to Credent because they built something I wasn't able to build on my own. A structured, repeatable process for consistently delivering the highest quality service to clients.
Brian Davis, CFP®Wealth Manager