​​Join the Mutual Team

As an independent advisor, finding the right opportunity can be challenging.

If you’re ready to join a team in order to begin or grow your financial services practice, let’s talk. At Mutual, Inc., you’ll receive the kind of opportunities and support you’ve been looking for. Located in Farmingville, New York, our firm is part of the national network of independently owned and operated PlanMember Financial Centers, where independence is honored and encouraged. We enjoy the support and stability of a well-established infrastructure built to support financial professionals with extensive training, business development, technology, product development and operational excellence. And by affiliating with us, you’ll have access the industry’s most generous advisor business succession program so that you and your beneficiaries can continue to earn income after you retire.

• Gain from our local team approach. Mutual, Inc. provides you with the opportunity to collaborate with peers and benefit from our training and support, while enjoying the independence of growing and servicing your own book of business.
• Take advantage of our advisor retirement strategy designed to grow and streamline your practice AND could provide income for up to 20 years after retirement, disability or death (payable to beneficiaries).
• Mutual, Inc. is ASBO New York’s only approved financial education and retirement planning provider. Through this relationship, advisors have the unique opportunity to access individuals through a comprehensive top-down approach.
• Access a niche market of public schools, nonprofit employers and employee prospects throughout New York area. PlanMember’s turn-key business development approach is constructed to help grow your business and assist you with your current business model.

Marketing Support

• Co-brand with PlanMember’s successful brand strategy which includes exclusive access to marketing materials, financial education campaigns, web resources and more.
• Access PlanMember’s Marketing Department to provide you with customized business development campaigns designed specifically for your local markets.
• Receive your own customized website that links to the Mutual, Inc. homepage and provides access to account information, interactive planning tools and educational material at no additional cost.

Resources

• Access a wide variety of professional managed mutual fund accounts, annuity options and other investment programs all consolidated on one platform, application, website and service center support.
• Utilize innovative planning software, at no cost to you, designed to help clients create a “road map” to retirement.
• Receive local administrative assistance from the Mutual Inc. Financial Center for processing all paperwork.