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Resources
"Founders Financial is the perfect fit. I joined Founders Financial looking for customized resources, world-class service and a place where relationships and fellowship are primary to the organization. Founders Financial offers a full suite of services; a custom built full-service broker dealer: Founders Financial Securities, LLC, a practice development program that has enable us to grow and more than double our business with full access to insurance markets with Founders Financial Insurance Network, a private resource to members." B. Kessler - Massachusetts
Relationship-Based Enterprise
"I enjoy being independent and yet knowing that through out private member enterprise, I am not alone. All members share their knowledge, innovation and values-based relationships openly with each other and the organization. Founders Financial is about leadership to those who seek true relationships and a voice. We have it all, a full-service independent broker dealer, a full-service insurance resource - Founders Financial Insurance Network and relationships."
E. Slonaker, CFP - West Virginia
Business Development
"Founders Financial has, through its systems and customized programs to members, moved me from a practitioner to a strategic enterprise owner, focused on efficiency and resources which allow me to independently serve the needs of my clients. I am part of the enterprise, Founders Financial, and feel that my thoughts and contributions are received and add value to all members."
B. Schlosser, CPA - Ohio
The Founders Financial Staff
"I've always been an independent advisor and as such have worked with a variety of organizations. None of which has ever fulfilled me to the scope and manner of Founders Financial. I enjoy the deep relationships with Founders Financial corporate staff and with my other member partners. There is not a week that goes by that I don't engage in some meaningful conversations with them about my business." J. Cochran - Indiana
Founders Financial Insurance Network
"Through Founders I have gained access to everything I could ever need and want in the way of product, services and customized resources. They are the only producer group that I found, which like me, puts trust, integrity, professionalism, family and sharing at the forefront of its purpose."
T. Warnock - California
Member Relationships
"After 20 plus years in the investment business, and having an opportunity to work with four different Broker Dealers in that time, it is astonishing that Founders Financial Securities has finally come up with a BD model that works! The typical BD is built around the 80% of their reps that do relatively low to moderate production, but which require massive supervision and BD resources. The more tenured, higher quality 20% of their reps are then forced to live by the bureaucracy established to manage the masses. Founders Financial Securities has turned this model upside down. All of its members come from that top 20% high quality professional producer level. Everything from Rep Services to Compliance is custom designed to meet the needs of this select member group of independent financial professionals. It is the first BD I have seen that actively builds for and built by its members. What a great idea! If you have the opportunity to be invited into this member group, don't pass it up. There is nothing else like it out there." M. Darrell, CFP - Maryland
Leadership
"At Founders Financial I find great value in the overall servant leadership culture of the organization. We are a private member organization that was established by independent financial professionals for those seeking an independent distribution partner. Founders Financial is a place where you have a voice and participate in the custom development of the enterprise. A custom practice management system, mentoring, sharing of ideas and concepts, and the ability to work with other members are all important aspects of what I value most about Founders Financial."
D. Schacht - Michigan
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