From operations, business development, asset management, financial planning and technology, DFPG has developed a broad range of practice management services specifically designed to enhance the advisor experience.
Operations and Administration
DFPG’s home office operations team offers advisors and their staff a centralized support group for effective practice administration. Whether you have your own support staff, or you would like to outsource operations and administration, DFPG has the tools and resources to help you more effectively and efficiently operate your business.
DFPG has developed a robust training and support program to assist advisors and their teams in growing assets and more effectively serving the needs of their investors. The DFPG platform is designed to make their advisors different, and better. Through advanced alternative investment training, case work assistance, branding and marketing support, asset management, financial planning support, and more, DFPG advisors are able to create a competitive advantage in an effort to offer an overall better experience and outcome for their clients.
For advisors seeking to outsource asset management, DFPG offers multiple asset management platforms and strategies designed to create model and custom portfolio construction for their specific client needs. DFPG and their partners assist with portfolio construction, monitoring, repositioning, tax optimization and portfolio audits.
DFPG assists advisors by creating comprehensive prospect proposals and detailed financial plans. These resources help them close more prospects and enhance their offering with unique client-centric deliverables. While you’ll have the initial introduction meeting with a prospective client and gather information, you can outsource the rest to our team, which will provide you with a highly customized deliverable to help you stand out from the competition and accelerate business growth.