Interested in joining our
Top-Notch Team?
JOIN US NOW!
By going independent with The Main Street Group, you won’t have to worry about staff or office expenses. We take care of your recordkeeping and compliance issues as well. You’ll have a dedicated transition team to smooth your move into our firm, both for you and for your clients. Our staff also handles your client calls when you’re unavailable. When you’re ready to retire, our business plan keeps you earning commissions and trails off your book until you and one beneficiary pass away.
These are only a few of the benefits of affiliating with The Main Street Group.
If you’re interested in joining our firm, please email your resume and a cover letter to stevecrawford@themainstreetgroup.com.
THE BIG PICTURE
- The Main Street Group has a 30-year track record of independent operation, allowing our advisors the freedom to guide their clients as they see fit.
- Our firm includes four CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and seven advisors with one or more professional designations (Chartered Life Underwriter®, etc.).
ADVISOR SUPPORT
- Our friendly and knowledgeable staff is available to answer questions and assist with paperwork and compliance issues.
- We handle recordkeeping and other regulatory requirements so our advisors can spend more time with their clients and prospects.
- We maintain a network of estate planning attorneys and other professionals.
- We have our own third-party administrator on retainer for retirement plans.
- We encourage our advisors to study together and learn from each other. We believe that a supportive environment makes everyone more productive.
MARKETING
- We use a professional follow-up system to turn leads into prospects; ask about our unique prospecting system!
- We enjoy planning client events, including trips to sporting events, art galleries and other local attractions.
- Wholesaler promotional dollars for client events are based on the firm’s production, not just one advisor’s.
- We support local nonprofits, including Comfort Zone Camp, Habitat for Humanity, and the Leukemia and Lymphoma Society.