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Prospective Advisors

When you partner with Evolution Financial Advisors, you're in business for yourself--but never by yourself. As a valued partner, you'll be welcomed into a coast-to-coast community that supports your freedom to build, grow, and eventually exit your business in a way that's best for you and your clients.

Our advisors operate their businesses in a variety of settings...

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

And in many ways...

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

Our tight-knit team of professionals is happy to serve as your middle office and an extension of your practice to free up valuable time you can use to work more closely with clients.

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 a member of the EFA family, you'll enjoy:

  • A collaborative  relationship with the home office
  • Coaching, mentoring, and support to reach your business goals
  • Built-in support for operational issues and problem resolution assistance
  • Up-to-date 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
  • Outsourced compliance to protect your practice and ease your burden
  • Quick pay with fewer paperwork rejections
  • Negotiating power on platform pricing, special situations, and commissions
  • Camaraderie and joint work with experienced planning and product professionals
  • Built-in succession and contingency planning
  • The ability to enjoy independence with access to 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 contact us today for a private consultation.

Evolution Financial Advisors

580 Fishers Station Drive * Victor, NY 14564 * 585-433-9124 *

Benefits of Joining a Branch

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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