Benefits of Joining Bridgehead Financial Group, LLC
Enhance your business by leveraging the strengths of BFG
An affiliation with Bridgehead Financial Group provides financial professionals with access to the
technology and resources of Advisor Group, while also having a Midwest touch & independent branch feel.
Affiliation Benefits Include:
• Keeping our Reps informed on important issues, ensure you (and your staff) are fully trained on
all processing and compliance related changes. Meetings are done in person, by phone or email.
• As one of the top branches at Securities America, we have a voice with leadership, and have
access to those making decisions when issues arise.
• We assist with sales strategies, current product information, and marketing ideas,
collaborating with the Reps in our branch to help share knowledge. We strive to provide you with
the level of knowledge that enhances your practice.
• If you do not have a web presence and wish to have one, we invite you to join our BFG website;
this can help with succession planning and client acquisition giving the benefit of being part of a
larger organization.
• We provide our Reps with additional branch discounts and scholarships:
o YCharts
o 2 – scholarships annually to help our Reps grow with Advisor Group’s Business Coaching & Consulting
o Additional discounts on CFP exam and other training
• Built in Succession and Contingency Planning – strong leadership in the execution of succession
plans within the group and providing guidance on how to structure. BFG also has several
generational groups.
• One of our niches has been women advisors which accounts for approximately half of our branch.
We have a monthly Women’s Group support/training call. We also have a vibrant group of under 30
year old advisors who are successfully growing their practice.
• Monthly Insurance training and education is also conducted through email and webinar.
For more information about opportunities with Bridgehead Financial Group, please contact 844-769-9234 or 636-692-5710
All conversations are strictly confidential! Why wait, call today to learn more.
