We’re proud to partner with Kehrer Bielan Research & Consulting on studies like this that provide valuable benchmarking and trends.

In 2019, we added significant value to our partner banks. Through advanced technology and practice management, we improved advisor productivity, helped programs attract new assets and enhance their client relationships. Bottom line: Sorrento Pacific is built to help you increase your profitability.

But last year’s challenges are different than what we’re facing today. We’re ready to help you grow your program in the current environment of working remotely, by recognizing opportunities, instead of being bound by limitations. We are ready to help your advisors quickly get compliant with the new Reg BI.

Whatever your current needs, let's talk. Contact Tami Cain at tcain@cusonet.com or 858.530.4440 to learn more.

Please enjoy your complimentary Kehrer Bielan Regional and Community Bank Study.

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CUSO Financial Services, LP and Sorrento Pacific Financial, LLC are registered broker-dealers (Members FINRA / SIPC), SEC Registered Investment Advisors, and subsidiaries of Atria Wealth Solutions, Inc. (“Atria”). Atria is not a registered broker-dealer or Registered Investment Advisor and does not provide investment advice.