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Partner With Us

At PFG, we focus on building and sustaining supportive relationships. Our network of financial professionals is vast and varied in their business structure, offerings, and collaborative opportunities. Similarly, there are a variety of ways in which PFG can support you at any stage of your business in addition to our back-office services.


Seasoned Financial Professional

  • Looking to partner or collaborate with another established firm to generate mutually beneficial business solutions.
  • Ready to focus on their succession plan and/or sell their practice.

Growth Phase

  • Financial professional actively focused on growing their business – client acquisition, increasing staffing, launching new initiatives, etc.

Junior Track

  • Financial professional with a few years of experience in gathering assets looking to join a firm as a Junior Associate, perhaps earning their way to Partner and/or be on track for becoming the successor of the practice.

Registered Support Staff

  • A registered financial professional or paraplanner seeking career opportunities working alongside a financial advisor or registered representative.

Make sure to visit the following pages to learn more about what we can do for you!

Going to the Next Level

Business development study groups focused on having a massive impact on our associates' business growth.

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Advisor Experiences

Hear directly from our associates how they have specifically benefited from partnering with us.

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Resources

Best-practices resources and forms you can use with your firm.

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Contact Us For More Information

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