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Benefits of working with Qualified Planning

At Qualified Planning, our core value to advisors is our dedication to servicing you and making sure you are completely confident and ready for every opportunity. Wouldn't you agree that your most important job is to make sure your clients are ecstatic with the service you provide? We act as your virtual back office in a silent capacity to your clients. We manage all of your tedious tasks, allowing you to have more time to meet new clients.

In addition to our core value, the unique difference between Qualified Planning and other RIA firms is our very competitive compensation structure. We take pride in being one of the leaders in compensating independent advisors for their hard work, while keeping overall expenses to clients extremely low.

Achieve a high level of service by teaming up with Qualified Planning and allow us to help you exceed your clients’ expectations, taking your business to the next level.

As a member of Qualified Planning you have access to a variety of value added services to help your clients achieve their goals, including but not limited to:

·         Discovery Fact Finder

·         Risk Tolerance Questionnaire

·         Defined sales process

·         Free Series 65 study material

·         We pay for your IAR registration

·         Webinar training

·         In-office training

·         Paperwork processing

·         Proposal support

·         Meeting scripts

·         Presentation training

·         Portfolio training

·         Compliance oversight

·         Email Archiving

·         Holistic financial planning

o   Goals-based

o   Cash flow-based

·         Custody of portfolios through TD Ameritrade and others

·         Client performance reporting

·         Portfolio Analysis

o   Kwanti

o   Morningstar

o   Portfolio Engine