Protects your wealth management business from outside advisor firms that may leverage the retirement plan to access your client relationships
The Networ(k)
Your team specializes in wealth management. Our team specializes in retirement plans. Imagine what we can achieve together as part of one Osaic team.
Let's TalkHow the Networ(k) Works
You keep wealth management. We handle the retirement plan.
The Networ(k) pairs your wealth management practice with a retirement plan specialist. You refer the plan. Advo(k)ate takes the fiduciary investment advisor role and runs it end-to-end, then sends every wealth management and rollover opportunity back to your team.
Revenue Participation
Experience continuous financial benefits from a multi-year participation in the revenue from each retirement plan referral that becomes a client. All individual wealth management and rollover business is directed back to you in perpetuity. This isn't just about immediate gains. It's about building a lasting partnership.
Exclusive Wealth Management Rights
Unlock the full potential of every retirement plan referral. Any individual wealth management and rollover opportunities stemming from these referrals are reserved exclusively for your team. This means your expertise directly translates into more business, more growth and more revenue.
Revenue Ownership
With Advo(k)ate, every referral enriches your team overtime. All referrals for individual wealth management and rollovers from your retirement plan referrals are yours. It's an opportunity for you to build your ongoing revenues from your retirement plan referrals.
Zero Responsibility, Full Reward
While Advo(k)ate takes on the comprehensive management of the retirement plans, your team enjoys freedom from the administrative burdens. In addition to the multi-year revenue share paid to your team, you will enjoy the benefits of individual client opportunities that stem from retirement plan referrals.
About Advo(k)ate Advisors
More than an advisor. Your Partner in growth.
Advo(k)ate Advisors specializes in employer-sponsored retirement plans, including 401(k), 403(b), 457 and Non-Qualified Deferred Compensation Plans. With decades of experience, we are steadfast in our commitment to improving retirement outcomes through superior service, education and fee transparency. We are more than just an advisor. We are your partner in growth.
We call ourselves Advo(k)ate Advisors with a "k" because 401(k) plans are our specialty.
Let's Cultivate Success Together
What The Networ(k) does for you:
Let’s Talk
Tell us about your team and learn more about the benefits.
What We Do
Advo(k)ate Advisors stands at the forefront of advising employer-sponsored retirement plans, driven by a mission to improve participant outcomes.
Plan Mergers & Acquisitions
Compliance & Operational Oversight
Fiduciary Investment Advice
Quarterly Investment Reviews
Proprietary Low-Cost Investment Solutions
Comprehensive Fee & Benchmarking Analyses
Fiduciary Training
Cyber Security & Plan Provider Analyses
Partnership-Driven Success
Are you ready to join forces and work together?
The Networ(k) is your gateway to new opportunities in wealth management and working with employers. Welcome to The Networ(k), where helping you help your clients is our shared mission.
Join The Networ(k) Today