Skip to content

Partnership Program

What Our Relationships with Banks & Credit Unions Brings

Turnkey solution to grow your client base and acquire new assets.

For program managers in banks and credit unions, and advisors affiliated with those financial institutions, JFC Advisor Network can provide a turnkey solution to grow your client base and acquire new assets.

If banking is your expertise, it makes sense to partner with a firm whose expertise is comprehensive financial services. The capital required to develop these services internally is extensive, and the ongoing supervision, marketing, and technology investments that must be made require dedicated resources. Doesn’t it make sense to outsource this function to a trusted partner with a turnkey solution?

JFC Advisor Network, in conjunction with LPL Financial, has created a customizable turnkey solution for financial institutions to offer their customers comprehensive financial services. JFC has relationships with banks and credit unions (and the advisors located in these institutions). Our goal is to help financial institutions generate additional revenue by attracting new assets, competitor-proofing current customers, and acquiring new customers by expanding their value proposition without disrupting existing business.