For Advisors – Resurgent Financial Advisors

Resurgent Financial Advisors offers independent advisors two custom ways to partner with us: either through affiliation or acquisition.

For Entrepreneurial Financial Advisors

Resurgent Financial Advisors CEO Kip Caffey discusses the value Resurgent brings to its advisors, outlining how Resurgent enhances an entrepreneurial advisor’s success.

Resurgent's Presentation to Financial Advisors

East Franklin Capital

Matt Pohlman and Luke Wolf of East Franklin Capital talk about joining Resurgent while growing their firm, maintaining identity and focusing on clients.

Peachtree Financial Group

Stuart Canzeri and David Hughes, partners of Peachtree Financial Group, were looking for additional capital to support their marketing efforts to expand their successful niche of college financial planning.

Encompass Financial

Mike Perros, Founder and CEO of Encompass Financial, wanted more time to focus on his clients, outsource time-consuming back office tasks and to support long-term succession plans.

Why Resurgent Advisors?

Growth

Introductions to and expert facilitation of retiring advisor practice transactions
Succession planning and internal recruiting
Capital funding for branding, marketing and social media outreach
Alleviation of time-consuming operational tasks increases time to focus on clients best interests
Entrepreneurial network fosters collegial exchange of ideas, strategies and connections

Scale

Multi-Custodian choice with enhanced, customized reporting packages
Operational Services providing: Accounting, Human Resources, Compliance, Technology Management
Data aggregation using the latest portfolio accounting software
Robust rebalancing engine with tax loss harvesting
Transparent, flexible billing, client portal and mobile app
Integration with financial planning software and CRM

Control

You set advisor payouts, growth strategy and practice objectives
You continue to manage your business and own the client relationships
Every financial advisor owns preferred equity in Resurgent
Financial advisors have the largest representation on Resurgent's board
Advisor approval is required for any future firm ownership change
All written in contract