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What Is the Difference Between Financial Planning and Wealth Management?
A wealth management team will provide custom strategies that align with your family’s vision and values.
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Never Waste Your Time on Hold Again
Tired of calling an 800 number only to sit on hold, waiting for assistance?
Welcome to a better way: a specialized LPL team with direct dials and emails with names, to help solve issues fast.
Through LPL, Mike Rogers is ranked at the 0.7% Chairman’s Council Club level. This grants us access to our own Service Team with a customer experience manager to help us get to solutions faster.
Elite Support Partners: Premium Support Service
The dedicated Service Team consists of leadership members ranging from business consulting to service, compliance, advertising and even case management.
Layer that leadership team with more dedicated customer service associates, and there is no shortage of support people to quickly solve any issue that may arise.
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360 Financial by the Numbers:
Assets Under Management
Employees
Locations
4 Specialities
Client Retention Rate
Client Referral Rate
360's Succession Planning Info:
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The Client-Focused Succession Experience
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$100M Case Study with 85% of All Accounts Complete in 30 Days
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How 360’s Team Supports Your Retirement and Succession
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The 10% Growth Formula and How We Help You Leverage Your Assets
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$1 Billion in Technology to Save You Time and Prevent Succession Headaches
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Protect Your Clients, Team and Family while Making Time for Your Retirement
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