FOR THE INVESTMENT PROFESSIONAL

Spend more time with your clients and top prospects!

While we can’t create more hours in the day, we can help you take back some of the time you currently spend on activities that don’t build your business.

If you're struggling to determine the model that will enable you to build the independent practice that best suits your needs and those of your clients, it’s time to discover the R.N. Croft Financial Group Inc. Solutions Platform.

On average, CFG referring professionals grow their revenues by 35%, save 60% in costs and free up 50-80% of their day to spend time with clients. This allows them to focus on diversifying revenue streams by offering EMD, insurance and financial planning products.

We align our interests with you and your clients through a fully integrated business platform that provides the freedom, flexibility and scalability to grow your business in the direction you choose.

Our platform enables operational efficiencies for your business. You save time and money. You improve your agent-client relationship. You directly impact revenue and profitability.

Your value as an agent increases with the number of services and products you can offer.

By expanding your breadth of service, you can move toward a more holistic approach to managing your clients’ assets, which improves your relationships with your clients and makes both assets and relationships stickier.

The Croft Solutions referral arrangement

The referral model provides clients with access to every security; ETFs, stocks, bonds, options, mutual funds, etc.

A winning platform

  • Separately managed accounts
  • Actively managed pools
  • Third-party money managers
  • Stocks, bonds, options

Account opening assistance

R.N. Croft Financial Group Inc. will provide assistance to complete account opening documentation.