Broker Check
Clients

Experienced Advisors

What to Expect

Questions you probably have:

  • Who is going to help me achive the next level of success
  • How/When am I going to learn what I need to know
  • How do I communicate with my network
  • Where is the opportunity to expand/broaden my business in the future...

  • Mentorship

    Experienced Advisors often gravitate towards our firm due to the direct access they gain to our Managing Partners and the valuable external coaching opportunities. Your successful track record demonstrates your industry experience. Now, as you seek to elevate your career and achieve even greater success, exploring new opportunities is a natural step. We prioritize mentorship to empower ambitious individuals like yourself to reach their full potential.  Study Groups national support, Business Resource Center (BRC) assistance, specialized teams


  • Training & Development

    NFN offers classroom and hands on training, we also encourage experienced Advisors to joing study groups with both NFN associates as well as outside firms. BRC Symposium, Advanced Disability Meeting (ADM), LBS Forum


  • Marketing

    NFN provides tiered marketing support to help Advisors leverage the full potential of the resources available at NFN, Guardian, and Park Avenue Securities. This includes optimizing existing marketing efforts, integrating available systems, and exploring new ventures to uncover fresh opportunities.

    • Drip Campaigns & Newsletters
    • Social Media: Profile management, posting strategy, etc.
    • Seminars & Client Appreciation Events


  • Awards & Recognition

    Throughout the year, NFN, along with Guardian and Park Avenue Securities, offer recognition programs that celebrate your achievements. These programs provide valuable opportunities for both professional growth and personal connection across our global organization.

    NFN: Elite Producer Trip, NFN Leaders Forum

    Guardian: Chairmans Council/President's Council, Executive Club/Leaders Club, Advanced Disability Meeting

    Park Avenue Securities: Pinnacle/Peak Council

Who We Are

What Makes Us Different?

  • Supplemental compensation for the first 4 years on contract regardless of industry experience

  • Elevated Underwriting support for experienced Advisors

  • Wealth Managment team at your disposal for case design

  • Limited fees to run your practice: CRM, Planning Software, Marketing Campaigns, office space available in multiple locations, etc.

  • License & Designation reimbursement program


Transition Timeline & Process


Schedule Intro call with a Managing Partner


Speak with our Managing Director and VP of Talent Acquisition,  Paul T. Barone, to schedule time with one of our Managing Partners

paul_barone@natfin.net | 646-885-2808


Step 1:

Exploration Meeting

To help you build a successful practice, we'd love to learn more about you and your goals. We'll have a chance to discuss your background and career aspirations.

We will share an overview of NFN and the Guardian FR career path. We'll also go over the resources available to you and how they can support your journey.


Step 2:
Philosophy & Compensation


Discuss our planning process, systems and tools used to help Advisors get off to a fast start, and take a deep dive into the FR contract and compensation


Step 3:
Roadmap
Meeting


Meet with Director of Development along with other members of the Leadership Team.

We will review the completed Natural Market Inventory together along with Career Sampling expectations, and licensing instructions


Step 4:
General Agent
Coaching


Discuss Goals, expectations, concerns and opportunities with one of our General Agents.

Experience speaks volumes in Financial Services, learn from those that have lived through environmental uncertainties and changes, and how they stayed motivated to keep going.