Boosting your business
You’re ambitious. You know how to advise your clients and you want to do it under your own masthead. You want a partner who will help you grow your business, not to be a hindrance to it.
While the retirement plan business is at ISC’s core as a company, we want you to know that the brokers and investment advisor representatives who choose to work with ISC represent a broad spectrum of the financial services industry. We have the privilege of working with professional men and women nationwide. We don’t think of our representatives as employees, but rather as partners. Our partners manage clients ranging from retail to institutional, and everything in between.
Financial service professionals like you have a myriad of broker-dealers and RIAs who can clear your trades and send you a paycheck. We understand that the decision to change firms isn’t one to be made lightly. Whether going independent or simply looking for a fresh start, you need a firm that can partner with you and recognize the type of professional that you are.
ISC exists to provide you with the support you need to operate your own independent practice. Our back-office support team is second-to-none, working hard for our partners, while fully appreciating the importance of providing you with a high level of personal service.
Our success is helping to make you successful
ISC has successfully supported our advisors since 1987, with very little turnover. You can rely on the same kind of high-touch, customized services that you provide to your clients. The “one-size-fits-all” approach of the big financial institutions is not for us. We serve a growing market niche that appreciates that every advisor is different, and has different needs.
If you’d like to find out how we can support you in your independent practice, please contact our Broker Relations team at firstname.lastname@example.org today for a confidential discussion. We’d love to hear from you, and we’re happy to provide references of other advisors that have come before you.