The Benefits of Partnering with Canter Wealth

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What We Offer Advisors

Leads

We’ll work with you to enhance your business development efforts and place more prospects in front of you.

Integrated Tech Stack

We invest in the technology to create a better experience for you and your clients. Built for scale, ready to adapt.

Infrastructure Built for Support

Streamline your day-to-day operations and reduce overhead. Take advantage of our in-house resources including portfolio management, compliance, marketing, and operations.

In-House Resources

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In-House Resources

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Our Expertise, Your Growth

Annual Data from August 31, 2018 - September 1, 2019

INCREASED AUM
0
Million
MET WITH
0
New Prospects
+
0%
Met with 329% more prospects than industry average.1
0
New Clients
0%
Increase in Revenue
0
Leads generated from marketing channels
1 According to 2017 benchmark study by Dimensional Fund Advisors

An Engaging Online Experience for Your Clients

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Customized client portal to give you the competitive edge you need to attract and retain clients.

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A CRM for Financial Advisors

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CRM that’s integrated with portfolio management system, client portal, and custodial platforms to provide key analytics for your business. Track business development progress, prepare for meetings, monitor your key centers of influence for referrals, and much more.

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Powerful Data Aggregation, Analytics, & Business Intelligence Reporting

Custom Trading & Rebalancing

Streamline Operations, Account Opening & Billing

Differentiate Your Services with Intuitive Financial & Tax Planning

Built for Scale. Built for Growth.

Leverage Our Real Estate Expertise

Enhance your clients' experience by providing guidance on the following:
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Certain services may be provided by Canter Companies' affiliates and may incur additional fees

Build a Succession Plan

You've spent a career helping clients prepare for retirement, now it's time to prepare for yours

73% of advisors don’t have a succession plan
_

As many as 99% of today’s independent
advisory firms will not survive beyond their
founder

73% based on 2018 study by the Financial Planning Association and Janus Henderson Investors
99% based on Succession Planning for Financial Advisors by David Grau, 2014

The continuity of your business is crucial to ensure a continuity of care for your clients

Peace of Mind

Provide your clients with peace of mind knowing that they will be taken care of in your absence

Smooth Transitions

Minimize service disruptions and client harm

Risk Protection

Make sure your business runs smoothly in the event of an accident or prolonged illness

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Investment advisory services are offered through Canter Wealth, a Registered Investment Adviser


T | 858.812.7550 E | [email protected]

Canter Wealth is a division of CANTER COMPANIES

CANTER REAL ESTATE GROUP / CANTER DEVELOPMENT

Canter Strategic Wealth Management, LLC d/b/a Canter Wealth (the Registered Investment Adviser), and Canter Brokerage, Canter Development, and Canter Capital are affiliated companies. Persons engaging the services of one affiliate of the Canter Companies should be aware each of the companies is operated separately. Engaging the services of one entity does not entitle any client to the rights and protections of another entity, some of whom are regulated entities subject to different regulatory regimes. Clients should be aware that services provided by one regulated entity will only be provided concerning that entity and are not for services provided by another Canter Company. The protections afforded when doing business with one entity may not necessarily exist when doing business with another affiliated entity