Built to Support People and the Professionals Who Serve Them
Better financial outcomes start with the right partnership. Real support, proven systems, and business growth that compounds over time.
Why This
Platform Exists
Most firms focus on production. This platform focuses on partnership. When advisors have real infrastructure behind them, client outcomes improve and businesses grow.
Advisors fully own their practice while receiving the systems, coaching, and support needed to scale. Clients receive financial guidance built around personal goals, not sales targets.
The entire platform is designed for long-term clarity, partnership, and sustainable growth.
Built From Experience
This platform was created to deliver what most firms promise but rarely deliver. A small group of advisors built the foundation. Today, hundreds of professionals scale their businesses here with full support and partnership.
The mission remains clear. Develop advisors as business owners and client outcomes follow.
The Framework That Drives Growth
The 7 Pillars
Every system and tool is built on a consistent framework that keeps businesses aligned and scalable. The 7 Pillars provide long-term clarity for every stage of advisor growth.
1. Practice Management
Build a business, not just a book of clients. From time management and staff optimization to client service models and tech tools, we help you implement efficient, repeatable systems that keep your practice running smoothly — and profitably.
2. Business Development
Fuel consistent growth with proven strategies for client acquisition, referrals, and strategic partnerships. Whether you're expanding into new markets or deepening existing relationships, we equip you with the tools to scale with confidence.
3. Marketing and Branding
Establish a professional identity that resonates. We support you with brand development, digital strategy, and marketing collateral — all designed to help you stand out, connect with ideal clients, and grow your visibility in the market.
4. Financial Planning
Deliver more than just products — deliver true value. We provide robust financial planning frameworks, tools, and training so you can guide clients through comprehensive strategies that reflect their goals, values, and long-term success.
5. Behavioral Finance
Understand the human side of money. Leverage behavioral insights to better connect with clients, improve decision-making, and drive long-term financial outcomes. This pillar helps you become not just a planner, but a trusted guide.
6. Operations and Compliance
Stay focused on your clients — we’ll handle the rest. From administrative workflows to regulatory support, we streamline your operations and ensure you're always aligned with industry standards, reducing friction and mitigating risk.
7. Leadership and Legacy Building
Build a lasting impact — for your clients, your team, and your future. Whether you're developing a leadership pipeline or planning for succession, we help you grow with intention and leave a meaningful legacy in the profession.
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The 7 Pillars create structure that supports scalable, enterprise-level growth.
Independent Business Backed by Institutional Strength
Advisors own their business while clients gain confidence from MassMutual’s financial strength, stability, and national reputation.
Fortune 500 financial strength
Over 160 years of stability
National brand recognition
Industry-
leading financial ratings
Real Scale.
Real Support.
Enterprise scale with boutique-level partnership.
300+
Financial
Professionals
$25B+
Assets
Managed
30+
Advisor
Development Programs
4.9
Advisor
Satisfaction
Rating
Multiple
Regional Offices
Fully
Integrated Platform Infrastructure
A Message
From the Founder
We created this platform to deliver what most advisors never receive. Real partnership. Complete infrastructure. The ability to build value that lasts. When great advisors have structure, business clarity, and true growth support, everything compounds. The right clients follow. The business scales. Personal growth accelerates.
We help people leave behind careers that drain them and step into a future they want.
Jeremy Straub
Founder and CEO
