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Become an IAR

Become an IAR

RIA Services

Life & Annuity Carriers

Exclusive Programs

Advisor Marketing Services

How it Works

Become an IAR

Becoming an Investment Advisor Representative is an important decision. We’re here to make sure you have all the information before you take that step.

 

Traditional Brokers Vs. Fiduciaries

The wealth management industry is transitioning from traditional brokerage models that live in a world of suitability with commission bias, toward the Registered Investment Advisor model, with a fee-based model acting in a fiduciary capacity. This brief video illustrates how this subtle change eliminates conflicts of interest and ensures your Caitlin John Advisor provides you their best thinking (italicize) as you work together toward your retirement goals and objectives.

Choosing the Right RIA

There are many Registered Investment Advisory Firms to choose from, but what are you truly looking for?  With an intimate understanding of what IARs need to grow their practice we might be the right home for you.

True Independence

If you’re doing all of the heavy lifting, why would you allow someone else to own your business? We have a platform that gives you both the support you need and the independence you want.

LET'S TALK

Start Exploring the New Financial Frontier, Today!

Interested In Joining Our Team?

As a Caitlin John Advisor, you will work as both architect and engineer to design and implement solutions spanning portfolio management, financial planning, wealth preservation, and legacy transfer for generations to come.

LET'S TALK

Start Exploring the New Financial Frontier, Today!

Our Blog

Informational & Educational

Accelerated Benefit Riders

Accelerated Benefit Riders

The video above shows a testimonial from Chris Edwards, a client that took advantage of AIG's Accelerated Benefit Rider and how it helped not only him but his family as well. Chris had not had any medical or health issues that would have caused any worry for the...

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What makes a good fiduciary?

What makes a good fiduciary?

A strong client relationship is important, but sometimes it is not enough. To be successful, other disciplines can’t be ignored.  Ask yourself what do investors look for in a financial advisor? It seems like a simple question to answer, but it’s not.  Remind clients...

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How Social Networks Can Help You Build!

How Social Networks Can Help You Build!

Why should you join social networks to help make your business connections stronger? Sometimes, it can seem like social networking is a way to spend a lot of time and not really a networking venue at all. Here's how to translate your social networking into real-life...

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info@epadvisornetwork.com

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