11624 SE 5th Street
Learn how to help your clients towards their retirement goals, while they are still working!
TPFG Introduces Strategy PLUS™, a new flagship investment platform.
This year has shown everyone how important it is to plan for the unexpected. Watch this video to see if your practice is pandemic proof!
The value of advice has never been more important. Listen to this insightful interview by Mike Watson, VP of Wealth Management at Independent Financial Group and Sylvain Templeman, EVP and National Sales Manager at The Pacific Financial Group to learn how TPFG has been helping advisors make a difference and exponentially grow their book of business in the virtual wealth management world.
In this episode, we talk to Jeff Olsen, President of RiskPro, about what the technology does and why it is a game changing tool in the financial industry.
In this video, learn how to use and navigate the Advisor Portal.
In this video, explore the Client Portal and learn how to use it.
In this video, discover how you can audit your portfolios.
In this video, learn how to run and understand Report and Queries.