BROKER-DEALER RESOURCES


Welcome to the Broker-Dealer page at the Pacific Financial Group. Here you’ll find helpful information and other resources.

SDBA Training Video

Self-Directed Brokerage Accounts are possibly the single greatest AUM gathering opportunity we've seen in many years. Over 100,000 retirement plans now have brokerage windows and new plans are opening every day. As a result, SDBA has become a top client acquisition strategy for visionary advisors wanting to supercharge their practices.

In this presentation, you'll find out how hundreds of advisors just like you are incorporating in-plan advice into their business mix. TPFG Executive Vice President, Sylvain Templeman provides a comprehensive overview of what it takes to get started and become successful in the Self-Directed Brokerage Accounts space. THE OPPORTUNITIES ARE LIMITLESS.


Click here to access our Advisor Resource Center.

Opportunity is Everywhere:

Opportunity is Everywhere:

Self-Directed Brokerage as a Client Acquisition Strategy


Advisor Flagship Series

Our most requested sales and marketing pieces available for immediate download.



    

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