You don’t mind a challenge. After all, you’ve built a successful practice by doing what needs to be done. But your once crystal-clear vision of a dream firm has become blurry. You are juggling SEC audits, staffing issues, client billing cycles, performance reports, marketing initiatives… The moment you put out one fire, another one appears.

You love helping clients, but does it have to come with this much busywork? You know you could grow faster if you just had the chance to get out of the weeds and work ON your business!

It’s time to lean into your strengths. At SurePath, we believe in competitive payouts, 100% equity ownership of your business, and fully-managed marketing and practice management support. Our partners participate in the equity growth of the whole company, because we can build bigger and better businesses together.

You were sold the idea of building your own book of business while apprenticing with an experienced advisor. Instead, you’ve found yourself stuck under poor leadership. You work hard to bring in new business and serve clients, but you hold next to no equity. You long to try new ideas and honor your potential, but there isn’t any financial reward for extra effort. There has to be a better way to make the money you need and take control of your future!

It’s time to break the chains. At SurePath, we believe in competitive payouts, 100% equity ownership of your business, and fully-managed marketing and practice management support. Our partners participate in the equity growth of the whole company, because we can build bigger and better businesses together.

Remember the days when you were excited to go to work? You poured tremendous time and energy into growing your business. You functioned on little sleep, no free time, and way too much coffee… but your competitive spirit propelled you forward.

Today, you have a profitable firm, yet you feel bored at work. Bringing in more of the same clients for yourself doesn’t light your fire. You want a new challenge and an opportunity for true scale and impact. You wish you could join a firm that rises to the level of your vision and leverages your unique skills.

It’s time to get back in the fight. At SurePath, we believe in competitive payouts, 100% equity ownership of your business, and fully-managed marketing and practice management support. Our partners participate in the equity growth of the whole company, because we can build bigger and better businesses together.

You joined an independent broker dealer or a corporate RIA to deliver the best solutions to your clients. The brochure looked great: high payouts, a fully-integrated technology platform, help with building visibility… But what you got instead is the ever-increasing platform fees and non-existent marketing support. Compliance is running the firm, and you are paying way too much for a one-size-fits-all “support package”.

You’ve thought about leaving, but trying to compare payout economics across different firms is impossible. You wish there was a way to serve your clients at a firm that’s economically transparent and committed to your growth.

It’s time get off the island. At SurePath, we believe in competitive payouts, 100% equity ownership of your business, and fully-managed marketing and practice management support. Our partners participate in the equity growth of the whole company, because we can build bigger and better businesses together.