We are so passionate about supporting you as you help your clients protect their life’s savings, we want to fly you to our offices for a face-to-face visit with our experts.

When choosing an FMO or RIA partner to not just help maintain, but actually increase your business, wouldn’t it be great if you had the opportunity to tour their home offices? To meet the individuals who can grow your practice, who would play an important role when it comes to your back-office support? Wouldn’t you like to see firsthand the types of tools and systems they have in place to support your business?

This is exactly what our VIP Experience offers. Not only will you be able to tour our home offices, but you’ll meet the individuals who can support you and your practice. We here at Tucker fully understand how lonely of a world it can be out there as an independent advisor. To us, relationships are everything, and because of this, we would like to extend to you, our VIP Qualifier, an offer to tour our offices and meet our team members face to face. We place such importance on personal relationships that we are even willing to pay for your airfare, hotel and
transportation for this very important visit.

It’s your business—we welcome you to meet with us and make the most of it.

 

MEET YOUR TEAM

FULLY
CUSTOMIZED
VISIT

  • Half-day or Full-day options availiable
  • You can customize your visit:
  • Spend time with our expert marketing & sales staff
  • Learn about the latest marketing ideas
  • Ideas to professionally brand your business
  • We Will Show You How to Celebritize Your Brand (with TV, Radio, Magazine & more)
  • Let us show you our Powerful Client Interview Process – Using a 1-Page, Client Friendly Retirement Roadmap
  • Learn about Tucker’s Powerful RIA Platform & Stop-Loss Strategies (for those that are Series 65 Licensed or are about to be)
  • Office Efficiency & Staffing
  • Admin Training
  • And More

YOUR

WHO
QUALIFIES

  • Advisors with $2 million or more in FIA production in the last 12 months (must show proof of production and must not be captive)

OR

  • Advisors with $2 million or more in AUM (must show proof of production and must not be captive)

SEE YOU ON THE RED CARPET

SEE YOU ON THE RED CARPET