The Perfect Balance of Independence and Support …
You CAN Have It All
Independent advisors are often feel like they are left on an island or adrift on the sea. Isolated, alone, and without a network of like-minded professionals they can rely on.
At the same time, advisors in bank- or insurance-focused firms feel constantly restricted by corporate directives, often handed down without thought to how they may impact clients.
What if there was a solution that provided the best of both worlds? A firm that can offer the independence advisors desperately need and provide the support they ravenously crave.
Duncan Advisor Resources is that solution. We are a third-generation, family-run business focused on what matters most to you and enhancing your results. With our independent broker-dealer, Cambridge Investment Research, Inc., we provide the perfect mix of service, support, and independence to world-weary financial professionals looking for their forever home.
Supporting Your Practice
Our Duncan Advisor Resources Team will help your practice with:
- Transitioning your book and registrations over
- Educating on the compliance requirements of Cambridge Investment Research, Inc.
- An understanding of what products and services are available for your clients
- Practice Management and Business tools to assist in building your brand and office through Cambridge or our 3rd party approved companies
- Guidance on succession and continuity planning
Making it All Work Together
Your long-term success is defined by the value you deliver to your clients, and enduring success is often driven by making sure your business efforts are a clear reflection of your personal values. We offer:
- A broad range of choices of financial solutions for advice
- Growth as you want it through our team or networking with our other financial professionals
- The ability to get the technology you need to run your practice efficiently without management overhead
- Independence to run your practice as you need to no matter the environment and no corporate approvals
- Our motto is Independence without isolation, experience not just theory.
See the Duncan Difference. Watch our Video.
Are You Ready for an Extraordinary Partnership?
We would love to hear about your business! Contact us to book a confidential consultation with our team so we can discuss your vision and how Duncan can be of service.