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Sequent Planning: Designing Plans. Impacting Lives.

Sequent Planning: Your Path to Independence

Grow your business and help your clients attain success in retirement with Senior Market Sales’ Registered Investment Adviser (RIA) firm. 

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The Ideal Mix of Freedom and Support

With Sequent Planning as your RIA, you get the perfect blend of independence and institutional support. Enjoy the freedom of an independent contractor, and the structure, tools and processes you need to succeed in today’s competitive market.

Paths to Work With Sequent Planning

Become a Sequent Planning IAR

Whether you’re a seasoned advisor or just getting your Series 65, Sequent has the processes to make the transition easy.

Add an IAR to Your Practice

Whether you hire an IAR or encourage an employee to get their Series 65, we can help with recruiting, training and resources. 

 

Refer Your Insurance Clients

Insurance agents can still offer their clients retirement planning services — simply refer to our network of advisors.

Plug Your Practice Into the Sequent Platform

Cutting-Edge Planning Tools

Advanced tools to help you uncover planning opportunities and quantify your value for clients.

Home Office Support

Get a team to support you with plan design, compliance, training and marketing.

All-in-One Marketing Platform

Make marketing easier with everything you need — your website, email, social media, content and more — all in one place.

A Path for Growth

Build recurring revenue with an AUM book of business that you own, and keep 100% of your insurance commissions.

Leads and Marketing Strategies

Fill your sales pipeline with compliant, turnkey marketing systems designed to position you for warm-market referrals.

Holistic Planning Capabilities

Offer comprehensive wealth management and financial solutions with recommendations backed by exclusive financial analysis tools.
SMS & Sequent

Best of Both Worlds

With Senior Market Sales® and Sequent together, you can cover the entire spectrum of retirement planning solutions with one partner who understands your business. Sequent is a fit for insurance agents looking to add wealth management to their portfolio and investment advisors who utilize insurance to manage risk in their clients’ portfolios. 

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4 Strategies to Fill Your Sales Pipeline With Warm Market Leads

Looking for ways to get better qualified leads, or warm leads? Download “4 Strategies to Fill Your Sales Pipeline With Warm Market Leads” to learn how Sequent Planning helps advisors achieve higher close rates on prospects, spend less per new client acquisition and develop a niche market.

Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Sequent Planning is a wholly owned subsidiary of Senior Market Sales.

Explore How the Sequent RIA Platform Can Power Your Business

It’s time to learn more about the ultimate platform for advisors who want to grow. 

Let’s Talk
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