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How We Work

What are the many advantages of joining a branch?  There's no better time than today to become part of a proven winning team like ISG!

The costs associated with technology, compliance and business development continue to rise every year.  Affiliation with an established OSJ firm can help you control these costs and better manage a state-of-the-art financial services practice.

Like most successful advisors, you're in this industry because helping your clients plan their financial futures is your passion.  Your clients are your friends!  The business of running a business can keep you from doing what you do best.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Take the mystery out of investing and preserving wealth.

Client Centered

Client Centered

Affiliating with ISG's OSJ firm is a great way for you to access the services of our B/D while getting local attention and hands on back office support.  We want to assist you with meeting the needs of your clients, building your practice and increasing your revenue.

An advantage of affiliating with our independent OSJ firm is our flexibility to negotiate payout options.  We want to provide OSJ level pricing to non-OSJ branches in line with OSJ level responsibilities.  We will negotiate a payout structure with you or your producer group that is extremely competitive.

Another advantage to consider ISG is our expertise with succession planning.  If you're thinking about retiring in a few years you are likely asking yourself, "Who can I trust to take care of my clients and provide me with a fair price for my book?"  The ISG team can help you develop contingency plans for retirement or life's unexpected events.  These plans will address such questions as:

What happens to my clients?

How do I leverage my practice to maximize its value?

How do I find a buyer for my practice?

How do I set up an income stream?

How do I set up a business continuation plan?

Passion for Excellence

Passion for Excellence

Learn more about the challenges of independence and the efficiencies you can gain through affiliating with a branch by reading the white paper, "Benefits of Joining a Branch:  Another Path to Independence."  Simply ask for a copy in the contact us section of this website and be sure to provide your email address.

We truly believe that working with a branch may be the best step - perhaps the most prosperous step - you can take toward your independence!

Call Chris Holloway at 757-809-4708 for a confidential conversation about how ISG may be a great fit for your knowledge, skills and abilities.

Note:  Payout structures and compensation are provided through the broker/dealer.

Learn More About our Opportunities

Learn More About our Opportunities

Call us: 757-809-4708

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