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You Won’t Have to Grow It On Your Own

The ProEquities Business Development Group provides consulting services to our independent financial advisors to help grow, manage, and improve your business. Our program works within the value framework of quality service, commitment to growth, and dedication to serving your specific needs.

Holistic Consulting

We provide practice management to help grow and create value in your business and improve your business through a holistic consulting approach. Succession planning is an integral part of this program.

Peer Learning

ProEquities helps you grow your business through coaching programs, study groups, and mentoring programs. We believe that learning with your peers is a valuable and enjoyable way to self improvement and growth.

Expert Training

Our Training Team is ready to provide you and your staff with product, technology, operations, and practice management training in a variety of settings designed to maximize the impact to your growth and efficiency.

Meetings and Conferences

ProEquities provides a wide variety of meetings and conferences for all levels of financial advisors. All we require is that you have a desire to grow and a mindset to help your clients succeed. Our National Business Builders (NBB) conference is an annual meeting for financial advisors to learn from the best sources in the industry, including your ProEquities peers.

In addition to the NBB conference, ProEquities financial advisors have access to our Equity Leaders Conference, focused regional meetings, and our annual Direct Investments/Investment Advisory Conference and Technology Workshop. Specialized training, such as Fee-Based Academies, Direct Investment Jump-starts, Retirement Training Classes and Product Road Shows round out our training opportunities for you and your staff.