Driven to present their own value-added credentials to their clients, many advisors like you are endeavoring to identify and present fresh investment ideas from smaller asset managers to their clients. When you consider that even the largest distributors of U.S. mutual funds interact with only a fraction of the 300,000 U.S. ﬁnancial advisors each year, the potential for gaining greater exposure for an up-and-coming firm is very significant for those firms with a good story to tell.
THE POWER OF INDEPENDENCE
Whether you’ve decided to set out on your own, or want more from an established successful practice, the Dolan team would like to help you explore new avenues of growth for your business.
DCG is for entrepreneurial financial advisors who want more for their clients, more for their businesses and more from themselves.
DOLAN’S FOUR PRINCIPLES OF BREAKTHROUGH GROWTH
Excelling in your field takes resources and imagination – and these four principles of breakthrough growth.
To help our advisors build their book, DCG offers a range of different, niche-oriented investment vehicles that exhibit a variety of attractive diversification features.