It allows me to do what need to do, and I can go in the room with a client I know the Brookstone team has my back, and that's pretty cool.
Nick Royer, Independent Financial Advisor
I came to a PASS training and realized the resources that they had and the trainings that they offer, and knew that this is what I really needed in order to be comfortable and confident...
Abby Reed, Independent Financial Advisor
Dean and his team have had the same mission and same goals that we've had from day one. And that goal has always been how to help the advisor.
Nick Boeckman, CFP, Independent Financial Advisor
Everything you need is available. Whether it's the investment platform, whether it's all the marketing they provide for you- it's all there. The only thing you have to do is take advantage of that they offer you.
Tom Fortino, Independent Financial Advisor
Our most strategic partner. We use their systems, their models, and their team for almost everything that we do.
Luke Bertke, Independent Financial Advisor