March Newsletter: Best Practices White Paper

We support our programs with technology development, sales management, and best practices from top to bottom... we foster best practices for everyone from the CEO, to the rep, to the sales assistant, and everyone in between. Read our newsletter to learn about how we help every level of your program. We're offering you a complimentary copy of our 2017 Best Practices White Paper: filled with proven stats, actionable advice, and smart tactics your financial institution can implement immediately.

March 26, 2017

Atria Wealth Solutions, Inc. (“Atria”) is not a registered investment adviser (“RIA”) or broker-dealer and does not provide investment advice. Investment products, services, and advice are only provided through Atria broker-dealer and RIA subsidiaries.

Cadaret, Grant & Co., Inc. (“Cadaret Grant”), CUSO Financial Services, LP (“CFS”), Grove Point Investments, LLC (“Grove Point”), NEXT Financial Group, Inc. (“NEXT”), SCF Securities, Inc. (“SCF”), Sorrento Pacific Financial, LLC (“SPF”), and Western International Securities, Inc. (“WIS”) are each registered broker-dealers (Members FINRA/SIPC). Cadaret Grant; CFS; Grove Point Advisors, LLC; NEXT; SCF Investment Advisors, Inc.; SPF; and WIS are each SEC registered investment advisers.

Cadaret Grant; CFS; Grove Point; Grove Point Financial, LLC; NEXT; SCF; SCF Investment Advisors, Inc.; SPF; and WIS are indirect wholly owned subsidiaries of Atria.

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