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Langdon Ford Financial Value Proposition
Our value proposition at Langdon Ford Financial is that we will create an environment dedicated to the advancement of your career, giving you the greatest opportunity for success available in the financial services industry. We have built this environment over the last 40 years and continue to be considered a leader in this industry.
Resources we will provide you to maximize your productivity and profitability include:
- In-house Estate Planning/Business Planning/Special Needs Planning attorney
- In-house Investment Specialists
- In-house Financial Planning Specialists
- In-house Certified Public Accountant/Tax Specialist
- In-house Group Health & Employee Benefits Team
- In-house Long Term Care Insurance Company
- In-house New Business (underwriting) processing team
- In-house Compliance support and oversight
- In-house Recruiter to grow our manpower development
- In-house Technology Specialist
- Affiliated with Independent Mortgage Broker
- Affiliated with Property & Casualty Insurance provider (both commercial and personal lines)
- Affiliated with Third Party Administration (TPA) for qualified plans
- Unlimited access to top quality investment management firms
- Direct Access to Multiple Insurance Underwriting Teams
In Addition, the Marketing Initiatives we offer include:
- Firm Branded Financial Planning newsletter
- Firm Branded Investment/Money Management newsletter
- High Quality Firm Branded (and advisor tailored) brochure
- High Quality Firm Branded (and advisor tailored) website
- Independent Marketing Consultant to help customize and build your practice
- Firm Branded, published book on financial planning (“Real Life Financial Planning”)
- Marketing Assistant program
- Established Call Center to develop additional clients/appointments/ increased activity
- Firm sponsored market development program
Furthermore, technology and software sponsored or supported by our Firm include:
- Morningstar Fund Analytics
- Morningstar Advisor Workstation
- Financial Profiles
- Naviplan
- Financial Forecaster
- Client Connect (Client Management System)
- Albridge (Client reporting system)
- Back Room Technician
- Harmony Illustration System
- Bisys Illustration Platform
- Net Exchange Pro (for Brokerage Account Platform)
In addition, other benefits and services that are available to our advisors include:
- In house training meetings on various investment, insurance, and financial planning topics.
- In house Advanced Designation (LUTCF) classes/ courses
- Access to subsidized advanced training meetings on various investment, insurance and financial planning topics
- In house Continuing Education (CE) opportunities
- Fully paid Million Dollar Round Table (MDRT) annual dues
- Subsidized MDRT meeting registration fees
- Firm Alignment and Reward (FAR) Plan (LFF stock plan for advisors)
- TIA (Transition Incentive Assistance Plan) – (succession planning for seasoned advisors to transition their practice)
- Class “A” office space at no charge to housed advisors
- Health insurance coverage offered for advisor, spouse and family
- Group and supplemental disability insurance coverage
- Group life insurance coverage (both basic and supplemental)
- 401(k) plan with matching contribution
- National Sales Conventions (based on production). Recent meeting locations have been Palm Desert, CA and Boca Raton, FL
- International Leaders Conference (based on production). Recent meeting locations have been Edinburgh, Scotland and Sydney, Australia
- Annual meeting for top investment advisors (Circle of Excellence). Recent meeting locations have been New York City, Vancouver, British Columbia and Washington, D.C.
- Annual Firm Sponsored Rewards Trip (for LFF Top advisors and spouses) - Recent venues have been the Bellagio Hotel & Casino in Las Vegas, Nevada and Borgata Hotel & Casino in Atlantic City, New Jersey
- Annual Firm Sponsored Honors Clubs for both total face amount of coverage in force and total number of lives insured; both qualify for additional rewards and perks from our Firm.
- Very Competitive payouts
- Leads generated through in-house “orphan program” and “call center”
- Pay roll processing for administrative/marketing assistants
- Commitment to New Organization’s growth to provide additional revenue opportunities through joint work
- Commitment to New Organization growth to enable seasoned advisor to reassign clients/households who do not fit their business model
- Langdon Ford Financial Charitable Giving Foundation to benefit charities for you, your family and your clients
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