Our highly efficient financial planning franchise opening process will set you up for success before you even serve your first client. Our initial franchise training program equips franchisees to get off to a fast start. Learning, however, will be an ongoing process; continued training will be offered through our home office, affiliates, and product partners.
Own a Financial Planning Franchise in under 3 months!
Continuing education, training, and company-wide conferences provide continuous growth and development opportunities for franchisees and the advisors they recruit into their business. On average, it should take less than 3 months from the time you begin your journey and inquire with us until the day you open the doors of your own Parsonex franchise location.
Below is an outline of the steps you will encounter along the way.
- Speak to a Parsonex Franchise Specialist for program details
- Complete a Brief Request for Consideration
- Review Uniform Franchise Disclosure Document (UFDD)
- Meet the Parsonex Team
- Reserve Your Territory and Location
- Open Your Parsonex Financial Services Office!