Become an Independent Financial Advisor

happy independent financial advisors shaking handsBecome an Independent Advisor

Whether you are an established Financial Professional or are relatively new to this exciting industry, we have a great environment for independent Financial Advisors to work.

Decision Tree Financial is an independent financial services firm headquartered in Orlando, Florida.  As an organization, we have adopted the CFP Board of Standards methodology in developing comprehensive financial plans with a broad foundation of industry knowledge and the goal of doing what is right for the client.

Within Decision Tree Financial, different advisors have built practices with emphasis on different areas such as: Planning for the Individual, Managed Investment Accounts, Company Benefits, Estate Planning, and Fixed Insurance Sales.

As part of the group you will have the chance to learn about different fields and contribute to our cumulative body of knowledge.  Of course contributions like this deserve rewards in the form of split business and referrals.

You can become part of our group regardless of where you live in the United States.  You can meet with clients at your office or online, the only thing we ask is that you put the interests of your clients ahead of your own and share with them strategies that change lives.

Some Advantages in Working Within the Decision Tree Financial System:

  • Unlimited Income Potential:  Through Decision Tree Financial you will find some of the highest commission payouts in the industry.
  • Freedom:  You have complete autonomy to build your Financial Services Practice in any way that you see fit as long as you continue to adhere to CFP Standards of Ethics.
  • Coaching and Case Design usually reserved for “Career Agencies”:  You will have the freedom to build your practice as you envision it, but will never be alone in its operation.
  • Marketing efforts to compound your efforts: Decision Tree Financial efforts make marketing yourself easier through brand awareness; and will potentially provide client sources.
  • Technology and systems to make your practice easier to manage:  This includes sophisticated financial planning software.
  • Transition Assistance Available through our Broker/Dealer.
  • Net New Assets Program that credits back ticket charges.
  • Mutual Fund Partners that waive ticket charges for purchases over $2,500.
  • As an Independent Advisor you will always know you can put Your Clients Interests First while always owning 100% of your business

You are able to offer to you clients any number of solutions including:

·         Brokerage Services

·         Advisory Practice (Series 7,  65 or 66)

       Managed Accounts,

       Financial Planning

       Consulting Agreements

·         Alternatives Investments Available (Series 7, 65 or 66)

·         Life Insurance

                   Term

                   Universal

                   Variable Universal

                   Whole Life

·         Disability Income Protection

·         Long Term Care

·         Legal Insurance