The conference, set for March 2-4, 2020 at the Kona Kai Resort and Spa in San Diego, features sessions with dynamic industry experts who are focused on “Next Gen” trends, new tech, and insightful ideas geared toward helping attendees grow their small- and mid-sized businesses.
“Our goal at Chalice is to help small and midsized business owners grow and run their businesses, and our platform gives them all the tools they need from M&A services to marketing and health insurance to accounting support,” said Keith Gregg, chairman and CEO of Chalice Network.
“Our intention and vision has always been to bring scale and support for the hundreds of thousands of independent financial advisors and RIAs who operate their own small and midsized businesses, and we have pursued partnerships with those who share that same passion,” said Keith Gregg, CEO of Chalice. “Today, we are proud to continue this course by sharpening our focus on Chalice Network and growing our community—where the strength of we empowers a network of me.”
“Jim brings a deep understanding of trust services to the Chalice organization,” said Dan Kreuter, CEO of Gladstone Group and chairman of the Chalice Advisory Board. “We know his expertise will enhance our members’ competency in implementing trust services, provide considerably more guidance for their clients, and deepen their value through multiple generations. We are pleased Jim has joined our Advisory Board, and we all look forward to working with him.”
Chalice Network™, an online member-based digital marketplace for independent, small- and mid-sized businesses, and Succession Link, the nation's top online matching service for independent financial advisor M&A deals, are now both available to members through a single sign on. Chalice acquired Succession Link a year ago as part of its continued commitment to providing its members with scale for savings, which leads to profit margin expansion and ultimately enhanced enterprise value for their business.
"As Aurora Private Wealth continues its growth, the Chalice team aims to add instant value and credibility with our offerings by fortifying their value proposition so they are empowered to enhance recruiting, grow organically, and retain quality advisors," said Chalice President Derek Bruton.
Rich Dragotta, Founder of INC Advisors, said, “The advisors we work with are independent business owners, trying to grow their businesses in an environment in which the economics don’t always favor the little guy. When we saw all that Chalice could offer – from an affordable and comprehensive group health coverage and benefits to marketing, information technology, cybersecurity and M&A support services – we knew that being a part of their network would be a great boost to our advisors and future advisors joining our network."
Tony Chereso, President and CEO of the IPA, said, "Through our new partnership with Chalice, we are able to provide our 200-plus member firms and 1,700-plus individual members with a greater ability to operate their businesses efficiently and serve their clients more effectively."
Marc Lefurge, The Investment Center’s Chief Marketing Officer, said, “The advisors we work with are independent business owners, trying to grow their businesses in a very competitive environment. When we saw all that Chalice could offer – from marketing, to information technology, to cybersecurity, to M&A support services – we knew that being a part of their network would be a great benefit to our advisors."
Leading Third-Party Transitions Consultancy and M&A Advisory Firm for Independent Wealth Management Space to Provide Solutions Designed to Maximize Preparedness in Post-Reg BI Regulatory Environment for Chalice's Member Financial Advisors.
Comprehensive Solution Helps Firms Meet the SEC's New Requirements on Serving Best Interest of Their Clients and Mitigates ConflictsNew Platform Encompasses Solutions from Kupfer & Associates and NRS to Deliver End-to-End Compliance and Regulatory Guidance Solutions
LifeYield's proprietary Taxficient Score® will help Chalice's members – many of whom are financial advisors – to quantify the financial benefits of tax-smart asset allocation for their clients over 10-, 15- or 20-year periods.
Keith Gregg, the Chairman and Chief Executive Officer of Chalice Financial Network, and the CEO of Succession Link, said, "The rollout of Succession Link 2.0, the nation's top online matching service for independent financial advisor M&A deals, represents our ongoing commitment to enhancing our offerings to benefit CFN members. The success we have enjoyed since our launch has allowed us to pour resources back into the firm and to continually evolve. We are now comparable to the SBA for RIAs, the Amazon Prime for independent advisors and a credit union for our members."
Members Now Pay Reduced Fee of $99.99 Per Month with a Money-Back Guarantee They Will Recoup the Cost of Joining by Using the Services on the Chalice Marketplace
More Affordable Price Is Backed by Popular Demand Among Hundreds of Advisors Across the Country Who Attended CFN's Successful Five City Roadshow
Chalice Financial Network adds new strategic alliances with the industry-leading platforms Riskalyze, NRS and WeWork, which greatly enhance CFN's ability to connect wealth management practices with the best portfolio analysis, compliance support and office space providers on the market.
CFN Members Gain Access to Full Suite of Orion Services, Encompassing Performance Reports, Billing, Trade Order Management, Business Intelligence and More
Orion CEO Eric Clarke Joins Chalice Advisory Board to Help Ensure Access to Award-Winning Solutions and Services for CFN Members
New Strategic Alliance Underscores Strength of Chalice's Vision for Delivering "Unbundled" Third-Party Solutions, Free of Traditional IBD or RIA Affiliation Costs and Constraints
Amazon Prime for Independent Financial Advisors' Offers Discounted Access to Third-Party Wealth Management, Technology and Business Enterprise Solutions, Free of Traditional RIA or Broker-Dealer Affiliation Agreements
Rolls Out Guaranteed Issue Group Health Insurance for Independent Financial Advisors, Staff and Dependent Family Members, with Average Cost Savings of 25% to 30%
Forms Advisory Board Comprised of Nine Industry Leaders, While Kicking Off Five-City Roadshow with Anticipated Attendance Encompassing Hundreds