Why You Should Join Our Team

Loyally Supporting Your Independence

Independence shouldn’t mean isolation. At CCR, we provide the valuable support you need to build your client's customized solutions while also staying true to your vision. When you join our network, you'll not only enjoy the benefits of our brand behind you, but you’ll also have access to CCR’s extensive resources and support so you can focus on your clients' needs.

Human Resources

We offer a wide range of human resources services to help you manage your practice more efficiently. You’ll benefit from services such as remote office assistance, payroll set up and processing, and group healthcare for W2 employees.

Backoffice Support

The daily operations of running your business can limit your ability to serve your clients the way you want. We provide a full-service back office, so you can stay focused on your clients and key client-facing operations.

Practice Development

Get the guidance, support, and tools you need to help develop your business. You'll enjoy benefits such as coaching for growth and development, turnkey marketing, assistance with lead development, and ongoing, personalized support.

Onboarding Experience

Whether you’re onboarding a new client or a new advisor, the process can be time consuming and complex. We offer step-by-step assistance for onboarding processes, including help with covering transition costs for new advisors.

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Technology to Grow Your Practice

Our network partners enjoy access to industry-leading, integrated technology designed to deliver effective business solutions. Our technology suite includes products and services such as ERISA Consulting, PRIME, MAA, Advice Pay, and more. These services and platforms will help you streamline your operations and elevate your client experience.

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Data-Driven Insights to Drive and Elevate Your Practice

We offer access to informative, academic market research and insights to help you demonstrate the value of your program to your clients. You’ll stay ahead of the curve and help your clients make better informed decisions.

Comprehensive Practice Management Tools to
Streamline Your Business Operations

Experience end-to-end support with CCR's comprehensive practice management solutions, covering everything from growth and development to compliance, service, and operations.

Practice Development

We provide personalized coaching for the strategic growth and development of your business. Our practice development support also includes turnkey marketing, and assistance with financing and lead development for your business.

Compliance & Supervision

At CCR Wealth, we take a consultative approach to compliance. Rather than simply hearing “no” all the time, you’ll get helpful explanations, support, and excellent response times to help you bring your ideas to fruition.

Service and Support

Our dedicated support team provides timely, personalized assistance whenever you need it. From technical office setup (including phone and internet services, fax, TVs, conferencing capabilities and more, we’ll help you get your practice up and running smoothly.

Operations and Management

Get professional assistance with daily business operations, including timely support and guidance for operational and management concerns, insights into best practices and tips for efficiency and effectiveness, as well as support for transitioning and onboarding new clients and advisors.

Ready to join CCR?
Let's Talk.

Becoming a CCR Network Partner can be one of the best things you can do for your family, practice, and clients. We provide support for your practice development and management, as well as guidance for succession planning and more. Reach out today to learn more.

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