We Take the Guesswork Out of Finding a Suitable Partner for Your Clients

Our objective is to build mutually beneficial, longstanding relationships by matching a financial advisor with your clients’ wealth management needs.

OUR SPECIALIST

John Arnold_Sm

John Arnold serves as an Independent Financial Advisor associated with Wedbush Securities. Over the course of his nearly 25-year career, he has worked with many high-net-worth individuals, families, foundations, and institutions. John’s objective is to provide a comprehensive review and analysis of his clients’ assets in order to diversify, minimize taxes and expenses, and explore asset protection and estate planning needs.

This allows him to better assist them in determining their appetite for risk and their need for income, retirement planning, asset preservation for future generations and philanthropic endeavors. He finds these factors paramount in making prudent investment decisions to meet their overall objectives.

CONTACT US

Sign up and John Arnold will reach out to you directly to discuss how you can earn up to 20% of the management fees based on your referrals to the Professional Alliance Network.

PROGRAM BENEFITS

Discover how the Professional Alliance Network can grow your revenue. For more in-depth information, read the attached white paper from the Journal of Accountancy.

New Sources of Income

Earn an ongoing fee based upon your clients’ assets for as long as the relationship exists.

Deeper Client Retention

As strategic partners, you can expect a deeper and more beneficial relationship with your client.

Brand Credibility

The Program allows you to partner with a well-respected name in the financial services industry.

Competitive Edge

Enjoy a competitive edge by offering a more thoughtful and comprehensive client experience.

Discover how we are setting ourselves apart as a leading financial services firm.