Want To Work With Us
Are you looking for an opportunity to maintain your brand independence and employees while offloading back end operations and account maintenance? The Lakeside Partnership Network offers you the best of both worlds. To your clients, nothing changes. You keep your brand, your messaging and your vision while we do the heavy lifting. Options in this partnership include:
- Private wealth back office operations and account maintenance
- Advisory accounts managed by our in-house asset management team
- Qualified plan proposals, reviews, due diligence and audit file
- Compliance assistance
- Marketing support with client events, business materials, social media, etc.
- Participation in our Investment Committee, advisor education and client strategy sessions
- Transition assistance and succession planning
To learn more about our Lakeside Partnership Network, contact our Director of Strategic Development Elizabeth Marks, at 219.926.1182 or firstname.lastname@example.org.