Accelerate

Grow what you have.

By becoming an Investment Advisor Representative you expand the conversation with clients. A comprehensive financial plan takes into consideration the client's entire balance sheet.  It all starts with a client relationship.

Broaden the solution set.

Sequent Planning offers an innovative sales acceleration platform which includes modules: prospect engagement, client portal, CRM, financial planning, and marketing.

Join a nationwide network.

We are expanding across the country. One of our core values is to educate. Join the conversation and learn new and interesting ideas from IARs from across the country.