Myriad Advisor Solutions is a business consulting firm and one stop shop for independent financial advisors.
Our focus and dedication is to provide big company resources for independent business owners which help them:
- Operate the business more efficiently
- Reduce operating expenses
- Business growth through strategic hires, client event planning, and streamlined back office support
Myriad has forged strategic partnerships with leaders in technology, office equipment, telecommunications, supplies,
marketing, printing, furniture, real estate and business valuations in order to provide the services financial
advisors need at costs that usually only big buying groups enjoy.
Additionally, Myriad strives to be more than just a resource. Our project managers consult and "quarterback" the
launch process, taking the frustration and doubt out of the decision-making process.
Myriad Advisor Solutions is comprised of entrepreneurs who have "been there” by building their own businesses.
Now we stand ready to help you make the needed value enhancements which can bring increased profit to your company
and achieve the goals you have set for your business.
We invite you to visit our Transitions section to learn more about what Myriad can do for you. Also, check out
The Advisor Club, which is open to financial services professionals with an established practice. The cost
savings for products alone is worth the membership fees, but it is the access to the other services that brings huge
potential benefit to you and your business.
THE MYRIAD DIFFERENCE
Licensed & Tenured Professionals
- Licensed Real Estate Personnel
- Licensed Insurance Personnel
- Human Resources
- Software Engineers
- Network & Telecommunication Engineers
- 400+ Successful Advisor Transitions
- Agency Approval from Other Broker Dealers
- Continuum Advantage (Life, Health, Dental & 401(k) Benefits)
- Advisors Club Membership (back office support)
NATIONAL PARTNERSHIPS & CONTACTS