Sequent Planning: Your Path to Independence
Grow your business and help your clients attain success in retirement with Senior Market Sales’ Registered Investment Adviser (RIA) firm.
The Ideal Mix of Freedom and Support
With Sequent Planning as your RIA, you get the perfect blend of independence and institutional support. Enjoy the freedom of an independent contractor, and the structure, tools and processes you need to succeed in today’s competitive market.
Paths to Work With Sequent Planning
Whether you’re a seasoned advisor or just getting your Series 65, Sequent has the processes to make the transition easy.
Whether you hire an IAR or encourage an employee to get their Series 65, we can help with recruiting, training and resources.
Insurance agents can still offer their clients retirement planning services — simply refer to our network of advisors.
Plug Your Practice Into the Sequent Platform
Cutting-Edge Planning Tools
Home Office Support
All-in-One Marketing Platform
A Path for Growth
Leads and Marketing Strategies
Holistic Planning Capabilities
Best of Both Worlds
With Senior Market Sales® and Sequent together, you can cover the entire spectrum of retirement planning solutions with one partner who understands your business. Sequent is a fit for insurance agents looking to add wealth management to their portfolio and investment advisors who utilize insurance to manage risk in their clients’ portfolios.
4 Strategies to Fill Your Sales Pipeline With Warm Market Leads
Looking for ways to get better qualified leads, or warm leads? Download “4 Strategies to Fill Your Sales Pipeline With Warm Market Leads” to learn how Sequent Planning helps advisors achieve higher close rates on prospects, spend less per new client acquisition and develop a niche market.
Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Sequent Planning is a wholly owned subsidiary of Senior Market Sales.
Explore How the Sequent RIA Platform Can Power Your Business
It’s time to learn more about the ultimate platform for advisors who want to grow.