COLLABORATIVE SERVICES PLATFORM
 
The CSP enables us to work with other advisors to help them offer this strategic planning approach to their clients, providing them the resources and expertise they need to ensure that their clients receive the best possible advice and plan implementation

 

JOIN THE COLLABORATIVE SERVICES PLATFORM:

American Financial Network - The CSP Advantage
CSP Summit Participants

Are you looking for ways to add value to your client relationships?
Do you want to build your practice and attract new clients?
Are you ready to partner with best-in-class industry experts to help your clients?

If you are ready to gain a new perspective on your business, the Collaborative Services Platform (CSP) can be your resource to help take your practice to the next level.

"By using the Collaborative Services Platform, I have been able to substantially improve my business — both in terms of client service and profit. Offering new ideas to my high net worth clients (who are often business owners) is setting me apart in the increasingly competitive trusted-advisor marketplace. The CSP expertise and back office support is unmatched and allows me to compete nationally against banks, brokerages, and large insurance conglomerates. It is clear to me, that even with one client opportunity, I can double my business. The CSP training session is a must for any top advisor!"
~ Bobby White, Securities America Representative

The Opportunity
If you work with high net worth clients, you know that many of them are business owners or senior executives with an array of business-related financial challenges. These challenges might have to do with corporate benefit programs, growth and exit strategies, deferred compensation solutions, tax strategies or insurance plans. Your clients may want help with these issues. As their trusted advisor, you are in a perfect position to provide the resources and support they need. If you’re not addressing these needs, you’re missing a huge opportunity:

  • More than 275,000 mid-market companies in the US
  • Revenues between $5 million and $500 million
  • Small group of decision-makers who can listen to recommendations and move forward

Imagine the value you'd bring to your business-owner clients if you could be their go-to advisor for all of their business-related issues.

American Financial Network - Core Components of the CSP
Thomas L. Costanzo, Nationwide

How It Works
We've brought together a team of some of the most respected and accomplished professionals in the financial, business, legal and benefits arenas to enable CSP member advisors to provide greater overall value to clients through access to more intellectual property, services and products.

The fact is it would be nearly impossible for any one individual financial advisor to have the range and depth of expertise to provide comprehensive services to business clients. With the CSP as a resource, an advisor can offer clients a strategic solution to all of their needs, deepening the relationship by providing greater value.

If you are an experienced successful advisor, you are well positioned to provide existing and prospective high-net-worth clients with services to meet their personal and business-related needs. As a CSP member, you will gain an understanding of the complexities and nuances of cost-effective, tax-wise solutions to typical business management challenges.

Advisors - Download the CSP brochure to learn more

American Financial Network - Client Profiles
CSP Summit Round Table

CORE COMPONENTS OF THE CSP:

  • Corporate Benefit Advisory Services - A compensation and benefit advisory team analyzing and implementing executive compensation, qualified and non-qualified plans, deferral plans, custom group life, captives, other company-funded programs, business strategies and more
  • Premium Executive Planning - A customized, comprehensive financial planning and wealth management program for corporate executives and key employees
  • Financial Solutions Alliance (FSA) - Comprised of some of the most respected and accomplished professionals in the Financial, Business and Legal arenas, the FSA is one of the most comprehensive financial service networks assembled
Our Collaborative Services Platform
Brett Ellen, AFN and Dennis King, SAI

To learn more about CSP, or to become a member, contact:
Denise Villanueva
818.264.4989
dvillanueva@afn-net.com