Introduction and Background:
– A continuation of the tradition to provide valuable information for the audience.
– Introduction of special guests discussing the independent space and supported independent space.
– Introduction of CEO Roger Gershman from the Gershman Group.
Role and Services of the Gershman Group:
– Serve as advocates for financial advisors.
– Provide consultation and representation for advisors, drawing from 25 years of experience in the field.
– Address concerns regarding Goldman Sachs and the cultural mismatch faced.
– Offer legal expertise, including introductions to specialists like Brian Neville.
– Emphasize the choices and potential platforms available to financial advisors.
Options and Opportunities:
– Mention of Creative Planning, a potential choice for advisors.
– Introducing the idea of buying out contracts, ensuring maximum value for the business.
– Recognizing potential challenges with certain models and business approaches.
Introduction to Sanctuary:
– Described as one of the top supported independent platforms in the country.
– Advocates transparency and works in partnership with firms.
– Introduction to Chanel, Janae, Brian, and other team members.
– Overview of the company’s growth, partner firms’ profile, and business approach.
Key Aspects of Sanctuary:
– Importance of community and culture.
– Financial support despite being multi-custodian.
– Emphasis on regulatory and compliance measures, ensuring standards are upheld.
– Focus on experienced, clean business professionals.
Sanctuary’s Investment Solutions:
– Led by Richard Williams, the solutions cover a broad range including family office, trust services, asset management, insurance, lending, capital markets, and more.
– The solutions are developed based on partner firms’ needs.
Sanctuary provides a comprehensive range of services and solutions, emphasizing community, culture, and high standards. The session’s objective was to equip the audience with valuable information, introducing choices and potential platforms for financial advisors to consider.