FDR and its parent company, National Financial Partners (NFP), have a program called Professional Partnerships.
With this program and our assistance, you won't need to refer clients away from your firm or risk the valuable trust your clients have invested in you. Our Professional Partnerships program provides the structure; systems and support you need to coordinate all of your client's financial services needs.
Strategic Alliance
In a true alliance the only way a partner succeeds is when both partners succeed.
In our experience, building strategic alliances depends mostly on meeting two expectations. First, clients want to know their advisors—whether banker, lawyer, accountant, broker, etc.—sit on their side of the table. FDR Financial Group, Inc. defines its role as an advocate for its clients. Our first goal as your strategic ally is to apply that philosophy to support your objectivity and proactive resolve.
Second, clients are understandably sensitive to relationship values and the nuances of client service that demonstrate them. The advisors at FDR Financial Group, Inc. have provided specialized financial and advisory services to sophisticated individual and corporate clients for decades, and we hold our own relationship standards as the cornerstone of our success. Our second goal in this alliance is to use this experience to intensify client loyalty and commitment to our strategic partner.
The advisors at FDR Financial Group, Inc. avoid the typical wirehouse and insurance company focus on proprietary products that limit product selection. Instead, we maintain a broad array of products and services consistent with our client profile, bringing together products from over 200 leading financial institutions to support a comprehensive range of their strategies.
In addition, the foundation of our offering is the knowledge that affluent individuals and corporations favor a planning, rather than a transactional, approach to insurance decisions. Planning requires an integrated approach, so that decisions encompass financial, tax, and personal issues and the decision process requires a team of diverse advisory resources.