These words mean something to the ProEquities team. So much so that we don’t really feel that we’re asking you to join us. Instead, we’re asking for the opportunity to join you. Together we can build the business of your dreams.
Forming a True Partnership
In many ways, advisors don’t join ProEquities, we join the Advisor. Our relationships with advisors are lasting and rewarding, and that means a lot to us. That’s why we do not put policies in place that aren’t in your best interest…
- No quotas on securities or insurance products (other than minimum production standards)
- No pricing distinctions and offer no special inducements between like products and services
We believe in cultivating a culture wherein the sum of the parts is always greater than the whole.
- We live and work by a shared vision.
- We create with the advisor’s input.
- We modify with the advisor’s advice.
Accessible From Top to Bottom
Our success is rooted in the simple idea that service is in everyone’s job description.
- Our team is always professional, engaging, and polite.
- We treat people the way we wish to be treated.
- We’re joyful in serving others.
- Our President thinks in terms of people, not production levels.