Parsonex Financial Services has developed numerous systems and best practices and formulated them into an exciting retirement planning and financial planning franchise business opportunity. The owners of a Parsonex Financial Services operate in the highly developed and diverse industry of financial services and financial planning.
While Parsonex offers a broad range of services that include: Mutual Funds, College Funds, Variable Annuities, 529 Plans, Term Life Insurance, Debt Management, Long-term Care, and Estate Planning, our principle focus is Retirement Planning and Income Protection through retirement.
The Growing Need for Financial Advisors
The financial services industry is in need of more good people of high character who want to help families develop and implement financial strategies. The Parsonex financial advisor franchise model gives franchisees access to a comprehensive Financial Advisor Curriculum (FAC). This Financial Advisor Curriculum helps franchise owners not only with their own professional development but delivers the tools necessary to train and develop new financial advisors in the local community. The Parsonex Advisor Apprenticeship program is a mentoring program for new financial advisors.
A Flexible Financial Planning Franchise Opportunity
According to IBISWorld, retirement planning is projected to be one of the fastest growing industries in the next decade. Our financial planning franchise offers you the flexibility to work with a variety of providers and offer clients competitive retirement products and services.
Simple Proven Systems
We keep the financial services business simple, both for our clients and our representatives. We offer term life insurance, mutual funds, variable annuities, 529 plans, and living trusts. We do not get involved with over-complicated investments or financial strategies. We believe that families need a simple plan that they can believe in, products they can understand, and an advisor they can trust. We believe that a simple long-term strategy executed through a competent financial professional is the most effective way to help families plan for their retirement and other long term financial goals.
Parsonex franchise owners can recruit both part-time financial advisors and full-time financial advisors to work in their branch as long as they obtain the necessary licenses and qualify for contracting with our affiliates. By developing a local team of representatives you can create more synergy in your new branch, reach more people, and grow your franchise’s client base more quickly.
Best Chance at Ownership
Parsonex franchisees begin by opening a branch office in their community. In addition to top contracts with Parsonex affiliates, owners have the opportunity to develop a team of skilled local advisors.
Owning a financial planning franchise is not for everyone. You should be motivated, enjoy working with people, and have a track record of success. Explore our website to see if a retirement planning franchise is right for you.