AIF®, PPC®, CRPS®, CRPC®
Advisor Group is firm comprised of 6 individual independent broker dealers. Together Advisor Group has just over 10,ooo Financial Professionals and a heavy presence in the employer plan space. Earlier this year, Advisor Group rolled out and Employer Plan Consulting desk to help our FP's get the resources they need. Bo Agan manages the consulting team for Advisor Group and helps implement the employer plan resources they provide. The team provides fiduciary education, practice management strategies, benchmarking, plan analysis, prospecting, RFP searches, etc. Our goal is to help the FP with tools and resources that will help them round out their ERISA practice.