We Just Do Things Differently
At Crown Capital Advisors we generate the sales tools, find the benefits for your clients, and provide the training specific to Your Practice. When the industry is in constant flux, we bring stability to your practice. As industry oversight requires more of you, we help bring additional support to deal with that added cost of time and money. We are the back office that enables you to be successfully independent!
Who Said You Were Alone
We provide sales ideas and training that will help give you a steady flow of ideas you can present by helping you identify the need with prospects and in your book, and leverage the tools available today to solve problems. There are some nice multi-use products out there today.
We understand suitability and trade review, our experience in trade processing, we help you complete the paperwork and get your cases placed. We also are OSJ’s who supervise and produce.. we see your cases like you do.
We work best with reg reps and agents (advisors) who believe that we are headed for more regulation and scrutiny. That realize success in the future its about having new solutions and concepts to present not about selling products. That know that when you build the right plan you will have a chance to sell multiple products in the same presentation.. the value you need from an fmo has more to do with these realities than about cruises and phone book leads…
Our help can keep you in front of more clients, ensure your paperwork sticks, save you time in building case design and pay you well for your business. We will help you make more money by keeping you doing what you do best, meeting with your clients.
The Crown Difference
- Focus Forum 1
- Focus Forum 2
- Big Fish Event 2011
- Winter Wonderland
- Basic Training
Crown Capital Advisors is the next generation of FMO's. We are geared to meet the needs
Check out the hottest product in the industry, offering competitive compensation
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