Practice Management You may be independent, BUT YOU'RE NEVER ALONE. When you’re successful, we’re successful. That’s why we provide an abundance of resources to help you grow your business. Managing your business can seem like a big task, and it is, which is why we give you the tools and resources you need to grow. You may be independent, but you can always depend on us. MARKETING We help you grow your business by assisting you in building a strong brand and providing you with a full suite of marketing tools. From automated social media and networking sites to website platforms and designs, you will have an array of resources at your fingertips. We’re constantly seeking the newest marketing concepts available, and we also offer pre-approved seminars and advertisements that can be customized to your brand. We have in-house marketing that provides a one time re-branding package at no cost. We can help with seminar invitations, postcards, letters, mailers, and other correspondence at no cost. We offer discounted rates for FMG Suite and Broadridge solutions, and have a menu of marketing services available through our IMO partner, Creative One. BRANCH OFFICE GROWTH With our aggregate producer branch office model, we make your growth initiatives our priority. You have the ability, as the Aggregate Producer, to add advisors to your group, set their payout and take an override on the production. We will provide home office supervision so you and your team can focus on increasing revenue and working with clients. Our recruiting team will help you find qualified prospects looking to partner with your growing office. We provide support to help you identify the potential representatives in your area and resources to assist in closing deals to add new representatives to your group. Contact Office: 319.447.5700 Toll-Free: 800.356.5234 Fax: 319.447.4250 4201 42nd Street NE Suite 100 Cedar Rapids, IA 52402-0609 independence@berthel.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. "Berthel Fisher Companies" is a trade name owned by the parent company, Berthel Fisher & Company, an Iowa corporation. It refers to Berthel Fisher & Company and its several subsidiaries. The parent company and its subsidiaries are each separate, independent legal entities. Berthel Fisher & Company Financial Services, Inc. Member FINRA/SIPC; Securities Management & Research, Inc. Member FINRA/SIPC; BFC Planning, Inc. Registered SEC Investment Advisory Firm; BFC Insurance, Inc. Licensed Insurance Firm www.berthel.com/disclosures - www.finra.org - www.sipc.org