Work Life Balance

As a veteran Advisor, we believe that your most productive time is visiting with clients and prospects, nurturing relationships and networking with Centers of Influence. Thus our model facilitates a decentralized home office approach. We will assist you in establishing a full-time home or satellite office and we will cover your primary expenses related to establishing and maintaining a professional workplace. For those that live near our downtown Chicago or Lake Forest, Illinois offices, you can maintain dual offices and split your time as desired.

The benefits that a home office affords are numerous. It requires a mature and independent thinker, someone who is disciplined and who has a clear vision of his or her business objectives. For mature advisors, our experience is that our structure can contribute to a more productive and efficient workday. When working from home the support you will receive from headquarters will be substantial and seamless. For qualified Advisors you will benefit from a full-time assistant to remove as much of the administrative work from your calendar as possible. You will have the opportunity to engage your colleagues daily as business dictates and you will also have full access to weekly research calls, educational workshops as well as product conference calls and webinars.

Once established, the home office model can be liberating and provide you with a quality of life few get to experience in our industry.