With main offices located in Raleigh, NC and Richmond, VA, CFS is focused on providing financial representatives with world-class products, support and services to build their practices and deliver comprehensive financial solutions to their clients.
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Professional development and training platform including proprietary client centered selling system, best practice and case study discussion groups, boot camps on products and advanced markets, and role play sessions for newer representatives. Online resource library for group or individual study.
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CFS' strategic alliance with The Cassara Clinic, a nationally respected professional development and coaching organization that helps financial representatives and business professionals gain the clarity, confidence and capability that will help them to attract, connect and commit to significant client relationships.
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CFS' affiliation with The Financial Resource Network (FRN) brings a highly experienced trust and estate attorney to clients who are facing the complexities of estate and legacy planning as well as business succession planning for business owners.
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Innovative marketing support managed by full-time Marketing Director, Marketing Coordintor, Project Coordinator and Marketing Assistant, including 90-day action plans, third party target marketing training and consulting, branding assistance, publicity, and personalized marketing collateral.
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Ability to participate in highly successful and visible firm-level client appreciation and community events.
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Lead program to match current clients to active associates for new marketing opportunities.
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Successful mentoring and joint work program offered and encouraged.
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New experienced representatives work directly with the firm's and JHFN's transition team, comprised of management, licensing, and contracting experts as well as the Director of Operations, to transition business effectively.
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Access to a top-tier broker dealer, Signator Investors, Inc., providing a robust operational platform to facilitate your business.
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A sophisticated estate and business planning group provided by the John Hancock Advanced Markets Group, consisting of experienced attorneys, accountants, actuaries, and case design specialists. This service is available to financial representatives working with current and prospective clients.
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Field Advisory Board in each independent affiliated firm provides feedback and recommendations for improvements to the firm as well as input to investments made for growth strategies.
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Firm specialists in investments and long-term care insurance.