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Business Support

You don’t have to go it alone.

Eagle Strategies offers our Financial Advisors access to over 70 experienced and specialized professionals dedicated to helping you meet your clients’ needs and realizing the vision you have for your advisory business. Among our team members are those who hold industry designations that include Chartered Financial Analyst® (CFA), Certified Investment Management Analyst (CIMA), Chartered Alternative Investment Analyst (CAIA), Certified Financial Planner® (CFP®), and Chartered Financial Consultant® (ChFC®).

Financial Planning
Portfolio Specialist and
Internal Consultants
Advanced Case Support
Investment Research Due Diligence
Retirement Plans
Practice Management
Training
Operations
Securities Standards

Financial Planning*

Our team of Financial Planners can help you get your arms around your clients’ overall financial picture, providing you with greater insight into their financial health. Armed with this information, you and our team will be able to build holistic, tailored financial plans designed to help them reach their financial goals. Our Financial Planners will also help you navigate unforeseen circumstances that may occur during the course of your relationship and make necessary modifications.

*Neither Eagle Strategies nor any of its Financial Advisors provides tax or legal advice.

Portfolio Specialists and Internal Consultants

Our Portfolio Specialists and Internal Consultants are available to work closely with you to address new and existing client needs. In consultation with you, the team can assist with client statement analysis, positioning of asset managers, portfolio construction, tax transition strategies recommendations, and client meeting preparation.*

*Neither Eagle Strategies nor any of its Financial Advisors provides tax or legal advice.

Advanced Case Support

Some of your clients may have portfolios that are complex and require a higher level of service. Our team can assist you with providing the focus and expertise that such clients demand. They will work in partnership with you to provide portfolio analysis and guidance as well as more complex financial needs such as business succession planning and estate planning.

Investment Research Due Diligence

We recognize that your success is contingent on having access to investment managers of the highest caliber. Therefore, our Investment Research and Due Diligence team ensures that investment managers in our programs meet our high standards and continuously maintain them. The team also continuously seeks out new strategies to complement our existing offerings to ensure you have access to a robust and competitive roster of investments.

Retirement Plans

If you have a client who is a small business owner in need of retirement plan guidance, our team can help with the selection and retention of an investment manager.

Practice Management

As a business owner, you have many responsibilities beyond managing the ever-changing and evolving needs of your existing clients. You must also focus on acquiring new clients and attending to day-to-day administrative duties. To juggle these competing responsibilities, you need a well-thought-out strategy. Our team has designed a program that brings you the best practices and resources necessary to expand a new, growing, or mature business. You will be able to leverage a variety of resources and tools to help you master what we believe are the key drivers to building a successful business – branding, client acquisition, client management, business operations, and business planning.

Training

We recognize the importance of your personal development and have created a Training team focused on ensuring you have the tools and knowledge necessary to remain competitive and grow your business. By connecting with our Training team, you will be able to leverage our online and instructor-led courses, peer study groups, and mentors.

Operations

Managing the day-to-day administrative duties involved in an advisory business can take up time you would rather spend with your clients. Our Operations team provides you, your clients, and staff with robust operational services that support the new account opening process and subsequent service requests, as well as servicing the in-bound client/Financial Advisor support line.

Securities Standards

Complying with regulatory guidelines is a fundamental and time-consuming aspect of running an advisory business. Our Securities Standards team works with you to ensure you remain in compliance with all regulatory requirements and New York Life policies.

About Us

  • Eagle Strategies At-a-Glance
  • Eagle Advisors Offer
  • Meet the Team

Clients

  • Our Approach
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Learn More

  • Literature

Advisors: Join Us

  • Building Your Business
  • Business Support
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  • Technology
  • Join Our Team

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  • About Us
    • Eagle Strategies At-a-Glance
    • Eagle Advisors Offer
    • Meet the Team
  • Clients
    • Our Approach
    • Expert Resources
    • Financial Solutions
  • Learn More
    • Literature
  • Advisors: Join Us
    • Building Your Business
    • Business Support
    • Practice Management
    • Financial Solutions
    • Technology
    • Become an Eagle Strategies Advisor