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The TAG Semi-Retirement
Program™

Make Work Fun Again

“Retirement” sounds so final, but it needn’t be. What if there were a way to enjoy the best of both worlds?

If you’re not quite ready to let go, there is another option: keep your best clients while still profiting from the rest.

Do you want to:

  • Continue working with your best clients as you’ve always done?
  • Free up time to spend with family and friends and enjoy life?
  • Potentially earn more revenue from your less productive clients than you are now, without doing any work?

We all know that not all clients are created equal. There are those you love to take for an afternoon of golf, out for lunch at the new restaurant in town, or to a Red Sox game – and then there are those you hardly see, let alone enjoy spending
time with!

Let TAG Streamline Your Practice While Increasing Your Revenue

Shed your less productive, less engaged clients and focus only on those you enjoy working with.

While you now have more time to spend doing the things you love, the TAG TEAM will be hard at work gaining more revenue from your least active clients. We will determine if there are additional products and services they can benefit from, we will reach out to the next generation of these clients (when applicable) to bring them on board, and best of all, we will share any incremental revenue generated with you!

The TAG Semi-Retirement Program

  1. Sign up for the TAG Practice Protection Program
  2. Sell your least engaged clients to TAG and continue working with your best clients as long as you like
  3. Choose your partner advisor from our TAG wealth associates and help mentor them to transition your clients
  4. Choose your desired level of engagement during the transition
  5. Relax knowing that TAG oversees everything – training, compliance, marketing, etc. – so you don’t have to worry
  6. Augment the client experience with a dedicated TAG TEAM during the transition
  7. Financially benefit from the increased value of your book by participating in all incremental revenue generated from your clients by TAG wealth associates
  8. Keep doing business under your own brand name
  9. Keep your options open for full retirement – whenever that might occur
  10. Enjoy your freedom knowing your clients are well taken care of!

Curious How Much Your Book Is Worth?

Fill in the form below for answers to this and any other questions about TAG and the TAG TEAM model.

At no cost to you, we will show you how a practice is valued and give you a planning concept that you can take to your clients immediately.

  • Be assured that we will not sell, trade or otherwise share your information with any other party.

Benefits of Joining TAG

  • No minimum production requirements and no minimum AUM
  • Keep more of what you earn
  • A family atmosphere of like-minded advisors
  • Comprehensive, reliable legal and compliance support
  • Extensive business development support if required
  • An open, innovative platform that offers a wide range of financial products to support your clients’ varying needs

Contact us to learn more and see how we can help you transition to the next phase of your career while still serving the clients who got you where you are today. Simply fill out the form above and we will be in touch.