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Why settle for a private equity sale that doesn’t support your vision or protect your clients?
We can help you leverage your assets and monetize your business with a single transition that delivers a win for your clients, employees, and your family.
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Client-First Experience
Our turnkey client-centric service model puts clients first in all facets of your business. The LifeWealth planning process revolves around your client and what matters to them the most.
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F.O.R.M Goals
We look at four areas of a client’s life to craft plans individualized to their unique goals; Family, Occupation, Recreation, and Money (F.O.R.M). We enrich lives by leading and navigating clients through impactful financial events.
Team Support
Gain greater flexibility and client support by partnering with C.F.P. registered next-generation advisors. With more personalization and customization opportunities, your clients will enjoy a better experience and you’ll see incremental income.
“I knew I could sit with my clients and say with confidence this merger is going to benefit my clients now and in the future.”
– Brian Bohnsack, AIF®, Senior Vice President, Financial Advisor, Managing Principal of the Elk River Office
24/7/365 Customer Service
Enjoy a rock solid support system with 24/7/365 customer service. Collaborate with our C.F.P.s, C.P.A.s, and Risk Management experts to strategize plans that serve your clients even better. Best of all, you can finally take a vacation without your laptop!
Dedicated Operational Excellence
The Entrepreneurial Operating System (E.O.S.) defines our operational processes and enhances client service through technology and internal efficiencies. Our business departments maintain best practices and drive company growth.
Evergreen: Protected Future
As an evergreen company, we don’t depend on one advisor or support member. Your clients will never have to go through another merger or transfer. Our team of fiduciaries will always be here, supporting their best interests today and beyond.
Business Support
Our business departments maintain best practices and drive company growth, so you get top-tier service without needing to manage it yourself.
- Ron Eckstam, Former Advisor, Wayzata, MN
“With its systems coordination and entrepreneurial, operational culture, 360 Financial is five years ahead of the other firms.”
Support & Systems
LPL Chairman's Council Award - Based on Annual Production
Operations
Accounting, Payroll, HR, Benefits
IT Department
Compliance -
Managing Tech Stack, Security, and Phone System
Marketing and Sales
Business Development
Culture: Employees and Family
360 Financial lives and breathes by six core values to serve you and your clients best. As a growing firm, we offer career development opportunities and other benefits for all team members.
In 2022 and 2023, we were recognized as one of Inc. Magazine’s Best Workplaces. We welcome your team to Team360 and look forward to a rewarding, healthy, fun, and mutually beneficial relationship
360’s Six Core Values:
Confidence, Positivity, Problem Solving, Community Impact, Integrity, Going Above & Beyond
Happy Clients
“We want your clients to be happy about your retirement because they know you took care of them.”
- Mike Rogers, AIF®, President and Founder
Find Out More about Advisor Succession
Read the Case Studies:
✅ $100M Case Study with 85% of All Accounts Complete in 30 Days
✅ How 360’s Team Supports Your Retirement and Succession
✅ The 10% Growth Formula and How We Help You Leverage Your Assets
✅ $1 Billion in Technology to Save You Time and Prevent Succession Headaches
✅ Protect Your Clients, Team and Family while Making Time for Your Retirement
One and done.
A seamless transition with 360 Financial ensures confidence for your clients and employees. We’ve been around since 1995, and we’ll be here in the future.
