We’re the people who
We aim to help RIAs and fee-based advisors better serve their clients to build wealth and achieve their financial goals.
We help advisors take a seat on the client’s side of the table by delivering greater consumer value.
New in the Knowledge Bank
Explore the generational findings of Advisor Authority in this special report, including a breakdown of investor interests and concerns and tactics you can use to attract the next generation of investor.
Get access to all our Advisor Insights
We had a great time the KMS Financial Services National Conference. Shout out to KMS for welcoming Jefferson Nation… https://t.co/Oa9B5TsD2z
Resources for advisors
How to Attract the Next Generation of Investor: Holistic Planning, Fiduciary Model and Advisor Experience Are Key to Earn Trust of Gen X and Millennials
Successful Advisors drive greater growth and profits by meeting needs of Next-Generation Investors, according to Jefferson National’s second annual Advisor Authority Study