"Advisor AdvantEDGE" by Morristown Financial Group

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Aug 10, 2009 3:03 pm

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Has anyone inquired?


MORRISTOWN FINANCIAL GROUP LAUNCHES ADVISOR ADVANTEDGESM

Premier Service Manages the Pressures of
Compliance; Transforms a Financial Advisor’s Practice to Focus on Productivity
and Client Service

 

MORRISTOWN,
N.J.− August 10, 2009 – Morristown Financial Group, one of the largest
independent financial practices in the Northeast today announced the launch
of  Advisor AdvantEDGESM, a full-service solution for
financial advisors new to the independent model that need support on key
compliance, back-office, and supervisory issues that would otherwise stall
their business. 

 

“The
continued regulation of the financial services industry and the attention
financial advisors must dedicate to compliance-related tasks translates into
lost opportunities to spend time with clients and cultivate new relationships,”
said John Hyland, CFP®, founding partner of Morristown Financial Group. “We
believe the launch of Advisor AdvantEDGESM fulfils a huge need in the
marketplace for a sophisticated, cost-effective solution that allows
independent financial advisors to stay focused on growing their practice.”

 

Advisor
AdvantEDGESM helps delegate some of the
responsibility and accountability out of a financial advisor’s hands and
provides access to compliance and supervision solutions, transition and
staffing support, practice management and product expertise from a proven
leader in this capacity and one of the largest independent advisory practices
in the Northeast.  The service tackles
frontline issues relevant to financial advisors in an evolving industry and
offers benefits including:

 

Transition
Planning to Independent Model:
Advisor AdvantEDGESM is ideal for advisors new to
the independent model that can leverage Morristown Financial Group’s 15+
years of experience in transition support.

 

Increased
Productivity:
Advisor AdvantEDGESM can save a practice 25-50% of
time a month that would have been spent filing client paperwork,
compliance reporting, etc.

 

Low
Cost: Because
of Morristown Financial Group’s scale in the region, the firm is able to
offer Advisor AdvantEDGESM at a competitive fee structure
given its unique expertise.

 

Risk
Management:
Advisor AdvantEDGESM takes the responsibility and
accountability of compliance and supervision out of an advisor’s hands and
into ours.

 

Flexibility: Advisor AdvantEDGESM can be adjusted to meet an
advisor’s needs and they will have dedicated support from Morristown
Financial Group.

 

“When
a financial advisor chooses Advisor AdvantEDGESM, they are partnering with one of
largest independent financial firms in the Northeast with in-depth working
experience and knowledge of LPL Financial,” said Patrick Sullivan, CFP®,
founding partner of Morristown Financial Group. “We can pick the best areas to
truly transform an advisor’s practice to maximize face time with clients and
prospects and keep them focused on the growth of their business.”

 

Since
1997, the financial professionals at Morristown Financial Group have been affiliated
with LPL Financial, the nation’s largest broker dealer* and are experts at
maximizing the value of LPL Financial’s compliance, transition and technology,
trading and services for financial advisors.

 

About Advisor AdvantEDGE SM

Advisor
AdvantEDGESM, powered by Morristown Financial Group is a comprehensive, outsourced solution
tailored for independent financial advisors. Launched to the market in August
2009, Advisor AdvantEDGESM professionally manages the increased
pressures of compliance and regulation and transforms a financial advisor’s
practice to focus on productivity and superior client service. The service
takes the responsibility and accountability out of a Branch Manager’s hands and
can be done cost-effectively. Advisors who partner with Advisor AdvantEDGESM will have access to
compliance and supervision solutions, transition and staffing support and
practice management/product expertise from a proven leader in this capacity and
one of the largest independent advisory practices in the Northeast. Since 1997,
Morristown Financial Group has been affiliated with LPL Financial, the nation’s
largest broker dealer and are experts at maximizing the value of LPL Financial
offering to independent financial advisors.

About Morristown
Financial Group

Morristown
Financial Group was founded in 1997 and has evolved into one of the largest
independent financial practices in the Northeast. Based in Morristown, N.J.,
the firm is comprised of 80 financial advisors, who share a common commitment
of serving their clients best interests with no direct affiliation to a larger
parent company or fund family. All of the Morristown Financial Group financial
professionals foster close personal relationships with their clients and have
access to every financial product or service in the marketplace, ensuring that
their clients’ needs are addressed. For more information of Morristown
Financial Group, please visit www.mfgnj.com

Securities
offered through LPL Financial, Member FINRA/SIPC

###

 

* Based on
total revenues, as reported in Financial Planning magazine, June 1996-2009

Aug 11, 2009 2:38 pm

Seems like a great concept -- has anyone inquired?