Tbredfinancial

[Tbredfinancial @tbredfinancial]

August is National Make-A-Will Month, serving as an annual reminder to create a legal will, protect your family, and plan your legacy

Check our page throughout the month for reminders and tips and how advisors can assist their clients in the process!
#tbredfa #makeawillmonth

[Tbredfinancial @tbredfinancial]

📣 We're hiring!

Looking for an Administrative Assistant to join our Lexington team. Full benefits, no experience needed. Apply today!

https://t.co/6UHHB8Wh0v

[Tbredfinancial @tbredfinancial]

Most advisors know their clients need estate planning help, but don't always have an easy way to offer it.🏡At Thoroughbred Financial, we have access to Vanilla, a powerful estate planning software, and every advisor in our family can offer it to their clients at no extra charge!

[Tbredfinancial @tbredfinancial]

Running a successful practice takes more than just good advice. It takes the right support behind you.

At Thoroughbred Financial, we built our firm to be exactly that! Where support, resources, tools, and hard work go hand in hand with a team that works as hard as you do. 🏆

[Tbredfinancial @tbredfinancial]

We believe that investing in our team is investing in our advisors.

📩 Interested in what it looks like to work with a firm that invests in its people? Visit https://t.co/DNexh6wrc1 and complete our contact form.
#tbredfa

[Tbredfinancial @tbredfinancial]

🔢Our calculations are in… and the solution seems obvious 👀
💡If you have been thinking of going independent and would like to have a conversation, contact us today.
💼 Visit our website listed below and complete the required field!
https://t.co/BBap8wBkwO
#tbredfa

[Tbredfinancial @tbredfinancial]

Today, we remember and honor the brave men and women who made the ultimate sacrifice for our freedom. 🇺🇸

[Tbredfinancial @tbredfinancial]

A couple of weekends ago, our team had the honor of volunteering at Jesus Prom. We’re grateful for the opportunity to be part of such a special evening.

#tbredfa #osaic #osaicwealth #community

[Tbredfinancial @tbredfinancial]

Tbred is now offering access to Vanilla, the new estate planning application.

If you are interested in gaining access, contact us for the guidelines and more information!
#tbredfa #osaic #vanilla #estateplanning

[Tbredfinancial @tbredfinancial]

Advisors start the process with a simple intake form, and our life support agent helps move the application forward by working directly with the client.

Reach out to Jess Abner with any questions!
[email protected]
859-254-6406

[Tbredfinancial @tbredfinancial]

At a wirehouse, things are structured, but structure can quietly turn into limitation.

Control looks different. You decide how your business runs. You own the relationships you have built. Control compounds over time.

Thinking about going independent? Contact us today!

[Tbredfinancial @tbredfinancial]

Join us in congratulating Jess! 🎉She is officially life-licensed and excited to begin assisting reps in completing client applications!

If you would like more details, her contact information is listed below!

📱859-254-6406 EXT 100
📨[email protected]

[Tbredfinancial @tbredfinancial]

Every advisor who joins us gets access to our in-house paraplanner from day one.
For planning-based advisors doing $250k-$500k GDC, that's usually 8-12 hours a week back in your life.
That's a Sunday that actually feels like a Sunday. That's leaving at 5 and meaning it.
#tbredfa

[Tbredfinancial @tbredfinancial]

What's actually stopping you from going independent?
For most advisors we talk to, it comes down to three things:
→ Fear of the legal and compliance risk
→ Not knowing what their brand looks like without the firm's name
→ Feeling like they'd be doing it alone
#tbredfa #osaic

[Tbredfinancial @tbredfinancial]

The advisors who went independent 3 years ago aren't looking back.

The ones still waiting are still waiting. ⌚

If Monday's post hit close to home, here's what the path actually looks like.

Five steps. One partner. No guesswork.

#tbredfa #osaic #financialadvisor #independence

[Tbredfinancial @tbredfinancial]

If this resonates with you, give us a follow and stay tuned for tomorrow's post! 💡

With Thoroughbred behind you, the path to independence is built for advisors like you.💼

#tbredfa #osaic #financialadvisor #independence #RIA #wealthmanagement #financialplanning #brokerdealer

[Tbredfinancial @tbredfinancial]

Taking a moment to pause and reflect this Good Friday.

[Tbredfinancial @tbredfinancial]

Most broker-dealers lead with what they offer. We'd rather show you what you actually get. Your own paraplanner. Your brand. Your investment choice. A partner who handles the details so you can focus on your clients and your life.
#tbredfa #osaic #financialadvisor #independence

[Tbredfinancial @tbredfinancial]

VP 🤝 Marketing
#tbredfa #osaic #marketing #corporatehumour #officelife

[Tbredfinancial @tbredfinancial]

Breaking down the “what ifs”, March Madness edition. 🏀
No upsets here; fear gets eliminated when you’ve got the right team behind you! That’s where Thoroughbred comes in.🏆

Source: https://t.co/j6IwauYxKp...
#tbredfa #osaic #marchmadness #wealthmanagement #independence