We believe there is no single factor more important in life than the value of strong personal relationships. Based on this belief, we deliver the personal care and attention, trusted insights and relevant solutions to our advisers that help create loyal, enduring relationships. Our unique Adviser Value Commitment reinforces our passion for helping advisers succeed in growing their businesses.
When you join our agency, you’ll have access to top-notch marketing support and materials.Take advantage of unique marketing programs targeted to small business owners, women, and niche markets, as well as a comprehensive, industry-leading social media platform to help you network and reach clients.
We’ll also help you manage your practice effectively with diagnostic capabilities that help uncover market opportunities, optimize your book of business, and ultimately increase your success.
You will be encouraged to take advantage of ongoing training and development, designed to provide you with new opportunities and mentoring throughout your career, assisted by progressive technology that helps you organize and manage your business more efficiently.
For nearly 40 years, Leap has been at the forefront of innovation in our industry. The philosophy behind Leap, of taking a full-scope analysis of your client’s financial picture, empowers advisers to help clients reach their full financial potential—and maximizing every asset’s efficiency and productivity becomes easier.
With Leap’s innovative technology, the planning process comes together in a way that simplifies personal finance and makes the most of a client’s potential. Using Leap, advisers see increases in productivity, boosts in professional satisfaction, and the invaluable reward of happy clients.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been are the cornerstone of our success.