Empowering Your Business Success

As a large enterprise with LPL Financial advisors affiliated with FDG  get access to a dedicated 360 support team at LPL that is available from 8 a.m. to 8 p.m., and discounted pricing on custody and clearing that that can help reduce client costs and improve profitability of their practice. Plus you get FDG to help you navigate LPL and leverage our team to help maximize the strength of the platform to help you transition and thrive.

LPL invests over $500 million into technology every year for their advisors, but having access to technology isn't enough, we help to integrate it into your practice and the day-to-day workflows. We utilized industry leading AI tools, and CRM systems to help build out automated workflows and systems that our affiliated advisors can leverage without having to be "tech experts". 

Our advisors typically experience:

• Housed advisors have 20–40% higher net profitability vs. direct-to-BD models (based on LPL M&A stats)
• Guaranteed buyout options for both planned and unplanned exits
• No loss of practice ownership—you always own your client data and book
• Enterprise Pricing that offers custody and clearing that is below what most advisors would pay directly to LPL

We’re not here to just take a cut of your practice—we’re here to help you grow it

Our marketing and sales professionals will help you develop and implement effective marketing strategies that will drive sales and revenue growth. Our "done for you" and "done with you" tools help you grow your practice, leverage social media, and nurture your clients and prospects.

We offer white-glove transition assistance, including financial and logistical support, and will even come onsite to run our transition playbook. Our experienced team makes your move smooth, efficient, and profitable from day one.

• Service360 Concierge Support through LPL
   
• Custom economic analysis to highlight profitability
   
• Hands-on practice management coaching
   

“With FDG, you’re not alone—you’re part of a team that runs the business so you can run your practice.”

We offer custom succession planning and guaranteed buyouts so you can:

• Exit on your terms 
• Protect your legacy
• Maximize enterprise value
• Ensure continuity for your clients

We’ve been where you are. As a firm built by and for advisors, we understand the challenges of running a financial practice. That’s why FDG is structured to eliminate friction and deliver:

• Customized operational support
   
• Technology and compliance solutions
   
• A turnkey back-office infrastructure
   
• Freedom to focus on clients—not admin

Our team  will help you develop a clear and concise strategic plan that aligns with your business goals and objectives. Whether you want to grow through recruiting and practice acquisition,  prepare for an exit, or just reduce your day to day headaches so you can focus your time where it matters most, we are here to help build and execute a plan to get you where you want to be. 

Whether you are looking for full support or just to leverage our systems, infrastructure and enterprise pricing we offer a full specturm of affiliation options.  You can brand as FDG or operate under your own brand, and adjust your affiliation option as your needs change or your business grows.   Everything from a fully turnkey solution (everything from real estate to full admin and branding) to ala carte options that allow you to mix and match services as you need them. We want to meet you where you are and get you where you want to go. 

We use a 4 part framework to determine if alignment with FDG makes sense.  

1. Compatibility – Are our values, vision, personalities, and business approach compatible
2. Value Delivery – Can we improve your client outcomes and help you solve the challenges you are facing in your practice
3. Economic Impact – Understand the impact to your clients, and your Economics (your dollars and your time)
4. Long-Term Alignment – Can we help you reach your goals—now and in the future?
    

“We don’t just want anyone—we want the right people.”