James M. Mars, CFP, ChFC, Managing Partner of VisionPoint Advisory Group, describes the company’s unique approach to financial services and its offerings for independent financial advisors.
TABLE OF CONTENTS:
0:01 – What We Do
0:42 – What is a Premier Advisor?
1:30 – How We Do It
2:26 – Financial Offering (compensation, equity and operational support)
3:49 – Network Advisor
4:30 – Affiliated Advisor
7:46 – Strategic Resources
8:19 – Corporate Consulting
9:44 – Private Wealth
11:17 – Join Us
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