At adaptation Financial™ your practice is built by you but backed by local and national resources to help move your practice forward. This unique combination of independence and support allows you to stay focused on meeting the needs of your clients, while providing help when you need it.
adaptation Financial™ knows what it takes to build a lasting business, and we want to help you build yours. If you are interested in being affiliated with an organization that will support your independent vision while providing personalized resources and guidance, please contact firstname.lastname@example.org.
Affiliate the way that makes sense for your business vision
with an affiliation model based on the level of independence and support you want, while using your own unique business name. And as your business evolves, your affiliation can change with it.
Benefit from our experienced and dedicated transition team
with our concierge service to help transition your practice with minimal disruption to your clients and your day-to-day business operations.
Take advantage of our open product solutions
with a comprehensive range of investment, advisory and protection products from leading carriers to help meet your clients’ needs.
Utilize regional and national resources to support your business growth
with industry leading technology, practice management, market development, training and business support.
Build equity in your business and reap the benefits of the success you build
with our innovative Equity and Succession Planning Platform.
Be recognized and rewarded for dedication, hard work and client service excellence
with our exclusive Top Producer Program benefits.
* - adaptation and its affiliate Rockgate Financial Partners