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Prospective Advisors

NOW is the time to become part of the proven, winning team at Evolution Financial Advisors (EFA). We welcome financial professionals who have an entrepreneurial passion and desire to build their practice. Located coast-to-coast, our advisors operate their businesses in a variety of settings:

  • Home-based offices
  • Traditional office environments
  • Within banks and credit unions

EFA-affiliated advisors operate their practices in many ways.

  • As solo practitioners
  • In partnerships
  • In branch offices with multiple advisors and staff

Our ability to provide service and support is not restricted by your geographical or office location or by the size of your practice.

How is this better for you? We act as your liaison to ensure prompt response times. We are able to reduce downtime with the home office. We have the ability to solve small issues before they become big problems. As part of the EFA family, you're part of a team of uniquely competent, knowledgeable, and thriving financial professionals.

Our experienced staff is committed to excellence and to your success. Just some of the benefits you'll experience include:

  • A collaborative versus a combative relationship with the home office
  • Coaching, mentoring, and support to reach your business goals
  • Built-in support for operational issues and problem resolution assistance
  • Training for you and your staff
  • The technology and structure that encourages client retention through outstanding personalized service
  • Educational resources that support new client growth
  • Protecting your practice and lessening your burden with outsourced compliance
  • The ability to get paid quicker with fewer paperwork rejections
  • Negotiating power on platform pricing, special situations, and commissions with your broker/dealer
  • Camaraderie and joint work with experienced planning and product professionals
  • Built-in succession and contingency planning
  • Ability to enjoy independence while still receiving guidance and support

If you are an experienced financial advisor looking for the support you need to grow your practice, and the independence to run your business your way, then call Chris Virgil at (585) 433-9124 today and reap the rewards.

Benefits of Joining a Branch

Discover the advantages of becoming a member of a branch office. Click below to see Vikkie Bach talk about what gives EFA the edge.

EFA: Your Conduit to Success

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